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KNOT Offshore Partners

41 hedge funds and large institutions have $335M invested in KNOT Offshore Partners in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

5% more funds holding

Funds holding: 3941 (+2)

3% more capital invested

Capital invested by funds: $324M → $335M (+$10.4M)

21% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $2.21M

25.38% less ownership

Funds ownership: 73.75%48.37% (-25%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
19
Reduced
8
Closed
5
Calls
$1.75M
Puts
$2.21M
Net Calls
-$469K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
KACA
1
Kayne Anderson Capital Advisors
California
$52.7M
EGA
2
Eagle Global Advisors
Texas
$51M +$2.88M +129,321 +6%
O
3
OppenheimerFunds
New York
$42.6M +$15.8M +708,800 +63%
Goldman Sachs
4
Goldman Sachs
New York
$38.5M -$497K -22,339 -1%
ClearBridge Investments
5
ClearBridge Investments
New York
$37M +$5.79M +260,355 +20%
AR
6
Advisory Research
Illinois
$36.9M +$2.06M +92,820 +6%
DPIM
7
Duff & Phelps Investment Management
Illinois
$17.9M +$485K +21,800 +3%
Bank of America
8
Bank of America
North Carolina
$9.79M +$998K +44,885 +12%
SGCA
9
Steel Grove Capital Advisors
Tennessee
$8.54M +$1.35M +60,588 +20%
Morgan Stanley
10
Morgan Stanley
New York
$6.39M +$1.32M +59,260 +28%
VanEck Associates
11
VanEck Associates
New York
$4.32M -$814K -36,628 -16%
Deutsche Bank
12
Deutsche Bank
Germany
$4.28M +$1.96M +88,000 +92%
Renaissance Technologies
13
Renaissance Technologies
New York
$4.21M +$2.06M +92,444 +105%
HHAM
14
HITE Hedge Asset Management
Massachusetts
$3.48M +$3.33M +149,554 New
GC
15
Guggenheim Capital
Illinois
$3.32M +$1.33M +59,776 +72%
Cohen & Steers
16
Cohen & Steers
New York
$2.68M +$811K +36,460 +46%
RJA
17
Raymond James & Associates
Florida
$2.35M +$274K +12,332 +14%
TG
18
TCW Group
California
$1.54M
AAM
19
Advisors Asset Management
Colorado
$881K -$1.18M -53,185 -58%
UBS Group
20
UBS Group
Switzerland
$840K -$41.3K -1,857 -5%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$755K +$11.1K +500 +2%
AIM
22
Allen Investment Management
New York
$754K
AL
23
AJO LP
Pennsylvania
$702K -$413K -18,580 -38%
Wells Fargo
24
Wells Fargo
California
$603K +$29.3K +1,320 +5%
AIA
25
Avalon Investment & Advisory
Texas
$545K +$232K +10,437 +81%

KNOP Hedge Fund Activity: Q1 2017 in Review

41 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in KNOT Offshore Partners (KNOP) for Q1 2017, worth a combined $335M — up 3.2% from $324M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KNOP positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $15.8M. The largest seller was Nuveen, exiting entirely with an estimated $20.7M sold.

  • 41 institutional investors held KNOT Offshore Partners (KNOP) as of Q1 2017, up from 39 in Q4 2016.
  • Funds reported $335M of KNOT Offshore Partners stock for Q1 2017, up 3.2% quarter-over-quarter.
  • 9 funds opened new KNOT Offshore Partners positions in Q1 2017 and 5 closed out, a net change of +4 holders.
  • The largest KNOT Offshore Partners buyer in Q1 2017 was OppenheimerFunds, an estimated $15.8M added.
  • The largest KNOT Offshore Partners seller in Q1 2017 was Nuveen, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2017.