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Global Partners

66 hedge funds and large institutions have $390M invested in Global Partners in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

0.24% less ownership

Funds ownership: 40.74%40.5% (-0.24%)

7% less funds holding

Funds holding: 7166 (-5)

13% less capital invested

Capital invested by funds: $449M → $390M (-$58.9M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

54% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $3.94M

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
18
Closed
14
Calls
$1.81M
Puts
$3.94M
Net Calls
-$2.12M
Net Calls Change
-$406K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
26
M&T Bank
New York
$717K +$361K +11,300 +81%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$708K +$95.7K +3,000 +14%
Invesco
28
Invesco
Georgia
$693K +$96.7K +3,029 +14%
B
29
Barings
North Carolina
$675K -$1M -31,400 -57%
AA
30
AlphaMark Advisors
Kentucky
$660K
PM
31
Penbrook Management
New York
$613K
BAM
32
Burnham Asset Management
New York
$603K -$40.7K -1,276 -6%
RIG
33
Roosevelt Investment Group
New York
$487K
MC
34
Moors & Cabot
Massachusetts
$408K
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$404K +$12.6K +395 +3%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$391K -$38.3K -1,200 -8%
WRM
37
Westport Resources Management
Connecticut
$388K -$131K -4,100 -23%
VKH
38
Virtu KCG Holdings
New York
$369K +$10.6K +333 +3%
Northern Trust
39
Northern Trust
Illinois
$335K -$136K -4,261 -27%
LPL Financial
40
LPL Financial
California
$327K -$9.13K -286 -3%
PSI
41
Pinnacle Summer Investments
Virginia
$253K +$246K +7,700 +1,711%
GXMC
42
Global X Management Company
New York
$249K -$14.3K -449 -5%
AIA
43
Avalon Investment & Advisory
Texas
$237K +$267K +8,353 New
HighTower Advisors
44
HighTower Advisors
Illinois
$217K
EVM
45
Eaton Vance Management
Massachusetts
$210K
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$206K +$232K +7,256 New
Barclays
47
Barclays
United Kingdom
$189K -$15.4M -483,448 -99%
NFG
48
Next Financial Group
Texas
$165K +$16K +500 +9%
US Bancorp
49
US Bancorp
Minnesota
$132K
Creative Planning
50
Creative Planning
Kansas
$66K +$73.9K +2,315 New

GLP Hedge Fund Activity: Q3 2015 in Review

66 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Global Partners (GLP) for Q3 2015, worth a combined $390M — down 13% from $449M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of GLP and 9 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $8.46M. The largest seller was Barclays, cutting an estimated $15.4M.

  • 66 institutional investors held Global Partners (GLP) as of Q3 2015, down from 71 in Q2 2015.
  • Funds reported $390M of Global Partners stock for Q3 2015, down 13% quarter-over-quarter.
  • 9 funds opened new Global Partners positions in Q3 2015 and 14 closed out, a net change of -5 holders.
  • The largest Global Partners buyer in Q3 2015 was Morgan Stanley, an estimated $8.46M added.
  • The largest Global Partners seller in Q3 2015 was Barclays, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2015.