We are live on ! Find out more
DINO icon

HF Sinclair

589 hedge funds and large institutions have $8.21B invested in HF Sinclair in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 231 increasing their positions, 177 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

31% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 177

24% more call options, than puts

Call options by funds: $52.1M | Put options by funds: $42.1M

11% more funds holding

Funds holding: 531589 (+58)

3% more capital invested

Capital invested by funds: $7.99B → $8.21B (+$224M)

8.82% less ownership

Funds ownership: 76.18%67.36% (-8.8%)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
589
Holders Change
+58
Holders Change %
+10.92%
% of All Funds
8.59%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
114
Increased
231
Reduced
177
Closed
50
Calls
$52.1M
Puts
$42.1M
Net Calls
+$9.99M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
451
Quadrant Capital Group
Ohio
$213K +$45K +825 +27%
WA
452
WealthTrust Axiom
Pennsylvania
$211K
BC
453
Bridgefront Capital
Texas
$208K -$229K -4,207 -53%
SPC
454
Sigma Planning Corp
Michigan
$205K -$202K -3,701 -50%
ARG
455
Advisory Resource Group
Oklahoma
$203K +$199K +3,645 New
UCFA
456
United Capital Financial Advisors
Texas
$202K +$198K +3,630 New
CIA
457
Concurrent Investment Advisors
Florida
$201K +$197K +3,619 New
SC
458
Savant Capital
Illinois
$200K -$9.82K -180 -5%
PA
459
Parallel Advisors
California
$193K -$8.45K -155 -4%
ACA
460
Atlas Capital Advisors
Wyoming
$179K +$50.4K +924 +40%
WIA
461
Wetzel Investment Advisors
Indiana
$171K +$168K +3,080 New
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$148K -$15.6K -286 -10%
BCM
463
Basso Capital Management
Connecticut
$147K +$144K +2,646 New
HI
464
Harbour Investments
Wisconsin
$136K +$1.47K +27 +1%
IA
465
IFP Advisors
Florida
$132K -$12.9K -237 -9%
DAC
466
Dividend Assets Capital
South Carolina
$131K +$128K +2,353 New
GRP
467
Global Retirement Partners
California
$125K +$927 +17 +0.7%
SPIA
468
Steward Partners Investment Advisory
New York
$124K -$39.7K -728 -25%
GI
469
GAMMA Investing
California
$123K +$119K +2,183 New
IPW
470
Impact Partnership Wealth
Georgia
$113K -$171K -3,134 -61%
C
471
Covestor
United Kingdom
$104K -$80.1K -1,469 -44%
BEI
472
Benjamin Edwards Inc
Missouri
$101K -$302K -5,543 -75%
SOW
473
State of Wyoming
Wyoming
$94.8K -$28.5K -522 -23%
KFI
474
Key Financial Inc
Pennsylvania
$94.5K
VSQM
475
V-Square Quantitative Management
Illinois
$90.1K +$35.2K +645 +66%

DINO Hedge Fund Activity: Q4 2023 in Review

589 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HF Sinclair (DINO) for Q4 2023, worth a combined $8.21B — up 2.8% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new DINO positions and 50 closed out — a net gain of 64 holders — while 231 added to existing stakes and 177 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $118M. The largest seller was Capital World Investors, cutting an estimated $117M.

  • 589 institutional investors held HF Sinclair (DINO) as of Q4 2023, up from 531 in Q3 2023.
  • Funds reported $8.21B of HF Sinclair stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 114 funds opened new HF Sinclair positions in Q4 2023 and 50 closed out, a net change of +64 holders.
  • The largest HF Sinclair buyer in Q4 2023 was Morgan Stanley, an estimated $118M added.
  • The largest HF Sinclair seller in Q4 2023 was Capital World Investors, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2023.