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Global Partners
GLP

105 hedge funds and large institutions have $395M invested in Global Partners in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $536K

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more capital invested

Capital invested by funds: $334M → $395M (+$61.5M)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

5% more funds holding

Funds holding: 100 → 105 (+5)

1.76% more ownership

Funds ownership: 31.81% → 33.57% (+1.8%)

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
27
Reduced
24
Closed
7
Calls
$2.52M
Puts
$536K
Net Calls
+$1.99M
Net Calls Change
-$944K

Top Buyers

Rank Fund Capital Flow
1
GBWM
Granite Bay Wealth Management
New Hampshire
+$10.1M
2
Morgan Stanley
Morgan Stanley
New York
+$3.34M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.73M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$1.53M
2
Invesco
Invesco
Georgia
-$1.17M
3
NA
Navellier & Associates
Nevada
-$589K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$568K
5
Bank of America
Bank of America
North Carolina
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$529K – – –
Nomura Holdings
52
Nomura Holdings
Japan
$494K +$449K +14,000 New
Citigroup
53
Citigroup
New York
$494K +$448K +13,979 New
CCFP
54
Charles Carroll Financial Partners
Massachusetts
$473K – – –
AFG
55
American Financial Group
Ohio
$459K +$417K +13,000 New
RJT
56
Raymond James Trust
Florida
$449K -$26.1K -815 -6%
SOW
57
State of Wyoming
Wyoming
$397K +$182K +5,687 +103%
Creative Planning
58
Creative Planning
Kansas
$380K -$48.1K -1,500 -12%
WE
59
Wealth Effects
Massachusetts
$371K +$5.45K +170 +2%
AWM
60
Apollon Wealth Management
South Carolina
$371K +$25.3K +788 +8%
AAA
61
Adams Asset Advisors
Texas
$348K +$316K +9,860 New
SW
62
SVB Wealth
Massachusetts
$330K -$16.8K -524 -5%
PFG
63
PAX Financial Group
Texas
$325K – – –
TWM
64
Tradition Wealth Management
Minnesota
$283K – – –
JF
65
Jump Financial
Illinois
$265K -$19.2K -600 -7%
AWE
66
Avidian Wealth Enterprises
Texas
$247K – – –
LPL Financial
67
LPL Financial
California
$238K -$43.8K -1,367 -17%
GSC
68
G&S Capital
Colorado
$230K +$208K +6,500 New
ST
69
Spinnaker Trust
Maine
$220K +$200K +6,225 New
VIA
70
Virtus Investment Advisers
Connecticut
$214K – – –
Brown Advisory
71
Brown Advisory
Maryland
$212K +$192K +6,000 New
FHA
72
First Horizon Advisors
Tennessee
$159K – – –
OA
73
Operose Advisors
Wisconsin
$141K – – –
Acadian Asset Management
74
Acadian Asset Management
Massachusetts
$138K +$125K +3,912 New
DIP
75
DT Investment Partners
Pennsylvania
$106K – – –
1 2
3
4 5

GLP Hedge Fund Activity: Q3 2023 in Review

105 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global Partners (GLP) for Q3 2023, worth a combined $395M — up 18% from $334M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GLP positions and 7 closed out — a net gain of 7 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Granite Bay Wealth Management, opening a new position worth an estimated $10.1M. The largest seller was Bramshill Investments, exiting entirely with an estimated $1.53M sold.

  • 105 institutional investors held Global Partners (GLP) as of Q3 2023, up from 100 in Q2 2023.
  • Funds reported $395M of Global Partners stock for Q3 2023, up 18% quarter-over-quarter.
  • 14 funds opened new Global Partners positions in Q3 2023 and 7 closed out, a net change of +7 holders.
  • The largest Global Partners buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $10.1M added.
  • The largest Global Partners seller in Q3 2023 was Bramshill Investments, an estimated $1.53M sold.

Based on aggregated 13F filings for Q3 2023.