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KNOT Offshore Partners

31 hedge funds and large institutions have $205M invested in KNOT Offshore Partners in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $638K | Put options by funds: $138K

0.34% more ownership

Funds ownership: 73.22%73.56% (+0.34%)

9% less funds holding

Funds holding: 3431 (-3)

22% less capital invested

Capital invested by funds: $263M → $205M (-$58.6M)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
10
Reduced
14
Closed
7
Calls
$638K
Puts
$138K
Net Calls
+$500K
Net Calls Change
+$630K
Name Holding Trade Value Shares
Change
Change in
Stake
KACA
1
Kayne Anderson Capital Advisors
California
$39.7M -$2.29M -134,087 -5%
Goldman Sachs
2
Goldman Sachs
New York
$31.6M -$235K -13,726 -0.6%
EGA
3
Eagle Global Advisors
Texas
$30.9M +$609K +35,628 +2%
ClearBridge Investments
4
ClearBridge Investments
New York
$22.3M +$359K +21,000 +1%
AR
5
Advisory Research
Illinois
$21.5M +$991K +58,000 +4%
O
6
OppenheimerFunds
New York
$15.7M +$6.84K +400 +0%
DPIM
7
Duff & Phelps Investment Management
Illinois
$9.24M -$453K -26,500 -4%
Bank of America
8
Bank of America
North Carolina
$7.1M +$4.54M +265,498 +124%
HHAM
9
HITE Hedge Asset Management
Massachusetts
$6.2M +$6.24M +365,097 +676%
AAM
10
Advisors Asset Management
Colorado
$4.71M -$38.1K -2,230 -0.7%
ACM
11
Advisors Capital Management
New Jersey
$3.72M +$579K +33,902 +16%
UBS Group
12
UBS Group
Switzerland
$1.75M -$5.21M -304,867 -72%
Cohen & Steers
13
Cohen & Steers
New York
$1.62M -$1.71M -100,097 -48%
SIM
14
Strategic Income Management
Washington
$1.6M +$1.85M +108,396 New
RJA
15
Raymond James & Associates
Florida
$1.27M -$114K -6,646 -7%
Barclays
16
Barclays
United Kingdom
$1.02M -$105K -6,116 -8%
GC
17
Guggenheim Capital
Illinois
$988K -$23K -1,347 -2%
Morgan Stanley
18
Morgan Stanley
New York
$850K -$771K -45,106 -44%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$694K -$207K -12,134 -21%
SGCA
20
Steel Grove Capital Advisors
Tennessee
$590K +$682K +39,884 New
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$585K
Millennium Management
22
Millennium Management
New York
$324K +$374K +21,900 New
VKH
23
Virtu KCG Holdings
New York
$220K -$116K -6,790 -31%
ICAS
24
Investors Capital Advisory Services
Massachusetts
$185K -$18.1K -1,058 -8%
TWMP
25
Taylor Wealth Management Partners
Massachusetts
$141K

KNOP Hedge Fund Activity: Q3 2015 in Review

31 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in KNOT Offshore Partners (KNOP) for Q3 2015, worth a combined $205M — down 22% from $263M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of KNOP and 4 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 10 added.

The largest buyer was HITE Hedge Asset Management, adding an estimated $6.24M. The largest seller was UBS Group, cutting an estimated $5.21M.

  • 31 institutional investors held KNOT Offshore Partners (KNOP) as of Q3 2015, down from 34 in Q2 2015.
  • Funds reported $205M of KNOT Offshore Partners stock for Q3 2015, down 22% quarter-over-quarter.
  • 4 funds opened new KNOT Offshore Partners positions in Q3 2015 and 7 closed out, a net change of -3 holders.
  • The largest KNOT Offshore Partners buyer in Q3 2015 was HITE Hedge Asset Management, an estimated $6.24M added.
  • The largest KNOT Offshore Partners seller in Q3 2015 was UBS Group, an estimated $5.21M sold.

Based on aggregated 13F filings for Q3 2015.