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HF Sinclair

531 hedge funds and large institutions have $7.99B invested in HF Sinclair in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 188 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more funds holding in top 10

Funds holding in top 10: 411 (+7)

161% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 31

53% more call options, than puts

Call options by funds: $67.6M | Put options by funds: $44.2M

29% more capital invested

Capital invested by funds: $6.19B → $7.99B (+$1.8B)

9% more funds holding

Funds holding: 487531 (+44)

3.51% more ownership

Funds ownership: 72.67%76.18% (+3.5%)

4% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 181

Holders
531
Holders Change
+44
Holders Change %
+9.03%
% of All Funds
8.43%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.17%
New
81
Increased
188
Reduced
181
Closed
31
Calls
$67.6M
Puts
$44.2M
Net Calls
+$23.4M
Net Calls Change
+$6.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$949M +$47.2M +869,429 +6%
BlackRock
2
BlackRock
New York
$916M +$37.9M +696,752 +5%
Capital World Investors
3
Capital World Investors
California
$732M -$39.1M -719,546 -5%
TH
4
TCTC Holdings
Texas
$701M
State Street
5
State Street
Massachusetts
$381M +$9.04M +166,302 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$299M +$4.96M +91,270 +2%
LSV Asset Management
7
LSV Asset Management
Illinois
$270M -$6.59M -121,200 -2%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$171M -$74.4M -1,369,053 -31%
Morgan Stanley
9
Morgan Stanley
New York
$143M -$23.9M -439,162 -15%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$140M +$43.2M +795,188 +48%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$137M +$10.2M +186,940 +8%
AllianceBernstein
12
AllianceBernstein
Tennessee
$129M +$2.31M +42,450 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$128M -$46.2M -849,789 -27%
AQR Capital Management
14
AQR Capital Management
Connecticut
$116M -$5.1M -93,899 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$105M +$2.61M +48,034 +3%
Deutsche Bank
16
Deutsche Bank
Germany
$97.3M +$11.2M +207,014 +14%
Norges Bank
17
Norges Bank
Norway
$96.2M +$4.27M +78,551 +5%
Principal Financial Group
18
Principal Financial Group
Iowa
$81.9M +$5.24M +96,444 +7%
Northern Trust
19
Northern Trust
Illinois
$78M +$7.46M +137,221 +11%
First Trust Advisors
20
First Trust Advisors
Illinois
$62M +$8.25M +151,798 +16%
Charles Schwab
21
Charles Schwab
California
$58.1M +$4.53M +83,402 +9%
MIM
22
Merewether Investment Management
Texas
$52.7M +$50.3M +926,100 New
Bank of America
23
Bank of America
North Carolina
$52.7M -$16.8M -308,400 -25%
Canada Life
24
Canada Life
Manitoba, Canada
$50.1M -$1.23M -22,614 -3%
A
25
AustralianSuper
Australia
$48.1M -$339K -6,247 -0.7%

DINO Hedge Fund Activity: Q3 2023 in Review

531 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HF Sinclair (DINO) for Q3 2023, worth a combined $7.99B — up 29% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DINO positions and 31 closed out — a net gain of 50 holders — while 188 added to existing stakes and 181 trimmed.

The largest buyer was Merewether Investment Management, opening a new position worth an estimated $50.3M. The largest seller was Pacer Advisors, cutting an estimated $74.4M.

  • 531 institutional investors held HF Sinclair (DINO) as of Q3 2023, up from 487 in Q2 2023.
  • Funds reported $7.99B of HF Sinclair stock for Q3 2023, up 29% quarter-over-quarter.
  • 81 funds opened new HF Sinclair positions in Q3 2023 and 31 closed out, a net change of +50 holders.
  • The largest HF Sinclair buyer in Q3 2023 was Merewether Investment Management, an estimated $50.3M added.
  • The largest HF Sinclair seller in Q3 2023 was Pacer Advisors, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2023.