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Dynagas LNG Partners

35 hedge funds and large institutions have $226M invested in Dynagas LNG Partners in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

13% more funds holding

Funds holding: 3135 (+4)

2.97% less ownership

Funds ownership: 72.29%69.32% (-3%)

21% less capital invested

Capital invested by funds: $285M → $226M (-$59.4M)

56% less call options, than puts

Call options by funds: $142K | Put options by funds: $325K

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
9
Closed
4
Calls
$142K
Puts
$325K
Net Calls
-$183K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
KACA
1
Kayne Anderson Capital Advisors
California
$66.1M
Goldman Sachs
2
Goldman Sachs
New York
$36.1M -$15.6M -832,635 -27%
EGA
3
Eagle Global Advisors
Texas
$27.1M +$1.5M +80,120 +5%
ClearBridge Investments
4
ClearBridge Investments
New York
$20M +$5.31M +283,400 +29%
ZP
5
Zimmer Partners
New York
$14M -$16.6K -883 -0.1%
CGI
6
CI Global Investments
California
$11.5M -$2.21M -117,900 -14%
UBS Group
7
UBS Group
Switzerland
$8.28M +$844K +45,003 +9%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$7.39M -$753K -40,177 -8%
SCA
9
Salient Capital Advisors
Texas
$6.08M
Bank of America
10
Bank of America
North Carolina
$5.06M +$4.03M +214,973 +207%
Deutsche Bank
11
Deutsche Bank
Germany
$4.07M +$3.65M +194,898 +318%
HCMT
12
Highland Capital Management (Texas)
Texas
$3.66M +$2.99M +159,250 +224%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$3.4M +$268K +14,300 +7%
WA
14
Whitebox Advisors
Minnesota
$2.98M +$187K +9,999 +6%
Cohen & Steers
15
Cohen & Steers
New York
$2.94M +$141K +7,528 +4%
Morgan Stanley
16
Morgan Stanley
New York
$2.21M -$2.49M -132,804 -49%
Renaissance Technologies
17
Renaissance Technologies
New York
$819K +$968K +51,600 New
GCP
18
GSA Capital Partners
United Kingdom
$801K +$945K +50,423 New
ACM
19
Advisors Capital Management
New Jersey
$713K +$842K +44,900 New
HHAM
20
HITE Hedge Asset Management
Massachusetts
$660K
Citadel Advisors
21
Citadel Advisors
Florida
$594K -$56.4K -3,009 -7%
Millennium Management
22
Millennium Management
New York
$333K +$394K +21,000 New
Barclays
23
Barclays
United Kingdom
$308K -$172K -9,150 -31%
Stifel Financial
24
Stifel Financial
Missouri
$188K +$222K +11,830 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$149K -$54.4K -2,900 -24%

DLNG Hedge Fund Activity: Q2 2015 in Review

35 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Dynagas LNG Partners (DLNG) for Q2 2015, worth a combined $226M — down 21% from $285M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DLNG positions and 4 closed out — a net gain of 4 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $5.31M. The largest seller was Goldman Sachs, cutting an estimated $15.6M.

  • 35 institutional investors held Dynagas LNG Partners (DLNG) as of Q2 2015, up from 31 in Q1 2015.
  • Funds reported $226M of Dynagas LNG Partners stock for Q2 2015, down 21% quarter-over-quarter.
  • 8 funds opened new Dynagas LNG Partners positions in Q2 2015 and 4 closed out, a net change of +4 holders.
  • The largest Dynagas LNG Partners buyer in Q2 2015 was ClearBridge Investments, an estimated $5.31M added.
  • The largest Dynagas LNG Partners seller in Q2 2015 was Goldman Sachs, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2015.