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KNOT Offshore Partners

47 hedge funds and large institutions have $287M invested in KNOT Offshore Partners in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

0.1% more ownership

Funds ownership: 40.31%40.41% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $292M → $287M (-$5.22M)

10% less funds holding

Funds holding: 5247 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

78% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $4.9M

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
18
Reduced
16
Closed
8
Calls
$1.08M
Puts
$4.9M
Net Calls
-$3.82M
Net Calls Change
-$349K
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1
Eagle Global Advisors
Texas
$47.3M -$2.51M -113,906 -5%
KACA
2
Kayne Anderson Capital Advisors
California
$42.4M -$1.47M -66,629 -3%
O
3
OppenheimerFunds
New York
$39.4M
AR
4
Advisory Research
Illinois
$36.1M +$1.81M +82,250 +5%
ClearBridge Investments
5
ClearBridge Investments
New York
$30.9M -$640K -29,030 -2%
Goldman Sachs
6
Goldman Sachs
New York
$26.1M -$3.79M -172,066 -13%
SGCA
7
Steel Grove Capital Advisors
Tennessee
$12M +$3.74M +169,656 +44%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.74M +$1.49M +67,600 +28%
First Trust Advisors
9
First Trust Advisors
Illinois
$6.47M +$1.6M +72,588 +32%
Morgan Stanley
10
Morgan Stanley
New York
$6.25M +$349K +15,816 +6%
Bank of America
11
Bank of America
North Carolina
$5.38M -$3.63M -164,565 -40%
DPIM
12
Duff & Phelps Investment Management
Illinois
$4.58M -$1.1M -50,000 -19%
VAIA
13
Virtus Alternative Investment Advisers
Connecticut
$4.58M +$4.65M +211,000 New
VanEck Associates
14
VanEck Associates
New York
$3.04M -$313K -14,194 -9%
RJA
15
Raymond James & Associates
Florida
$1.81M -$42.2K -1,912 -2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.39M +$731K +33,178 +108%
Invesco
17
Invesco
Georgia
$1.37M -$165K -7,487 -11%
MCM
18
McKinley Capital Management
Alaska
$1.34M +$535K +24,247 +65%
ECM
19
Evergreen Capital Management
Washington
$872K -$56.2K -2,550 -6%
BP
20
Ballentine Partners
Massachusetts
$859K +$367K +16,650 +72%
TFCM
21
Taylor Frigon Capital Management
Arizona
$840K +$44.8K +2,034 +6%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$830K -$30.6K -1,388 -4%
AIM
23
Allen Investment Management
New York
$702K
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$681K +$692K +31,400 New
NGA
25
Naples Global Advisors
Florida
$676K +$100K +4,550 +17%

KNOP Hedge Fund Activity: Q3 2018 in Review

47 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in KNOT Offshore Partners (KNOP) for Q3 2018, worth a combined $287M — down 1.8% from $292M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KNOP and 4 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 18 added.

The largest buyer was Virtus Alternative Investment Advisers, opening a new position worth an estimated $4.65M. The largest seller was Goldman Sachs, cutting an estimated $3.79M.

  • 47 institutional investors held KNOT Offshore Partners (KNOP) as of Q3 2018, down from 52 in Q2 2018.
  • Funds reported $287M of KNOT Offshore Partners stock for Q3 2018, down 1.8% quarter-over-quarter.
  • 4 funds opened new KNOT Offshore Partners positions in Q3 2018 and 8 closed out, a net change of -4 holders.
  • The largest KNOT Offshore Partners buyer in Q3 2018 was Virtus Alternative Investment Advisers, an estimated $4.65M added.
  • The largest KNOT Offshore Partners seller in Q3 2018 was Goldman Sachs, an estimated $3.79M sold.

Based on aggregated 13F filings for Q3 2018.