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KNOT Offshore Partners

47 hedge funds and large institutions have $216M invested in KNOT Offshore Partners in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.09% less ownership

Funds ownership: 39.94%34.85% (-5.1%)

8% less capital invested

Capital invested by funds: $234M → $216M (-$18M)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

20% less funds holding

Funds holding: 5947 (-12)

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

81% less call options, than puts

Call options by funds: $755K | Put options by funds: $3.93M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
-12
Holders Change %
-20.34%
% 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
5
Increased
16
Reduced
19
Closed
16
Calls
$755K
Puts
$3.93M
Net Calls
-$3.18M
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Change in
Stake
KACA
1
Kayne Anderson Capital Advisors
California
$45.1M +$10.2M +547,500 +30%
O
2
OppenheimerFunds
New York
$34M -$482K -25,835 -1%
EGA
3
Eagle Global Advisors
Texas
$34M -$3.78M -202,375 -10%
AR
4
Advisory Research
Illinois
$31.6M
ClearBridge Investments
5
ClearBridge Investments
New York
$13.7M -$12.7M -679,192 -48%
First Trust Advisors
6
First Trust Advisors
Illinois
$7.91M +$1.47M +78,634 +23%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.95M +$1.74M +93,200 +34%
WAM
8
Wolverine Asset Management
Illinois
$6.36M +$1.12M +60,000 +22%
Morgan Stanley
9
Morgan Stanley
New York
$5.96M +$378K +20,280 +7%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$4.45M +$4.37M +234,177 New
DPIM
11
Duff & Phelps Investment Management
Illinois
$3.63M -$373K -20,000 -9%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.69M -$438K -23,493 -14%
Goldman Sachs
13
Goldman Sachs
New York
$2.58M -$14.8M -793,176 -85%
Deutsche Bank
14
Deutsche Bank
Germany
$2.57M +$2.14M +114,600 +548%
Bank of America
15
Bank of America
North Carolina
$1.63M -$2.68M -143,455 -63%
MCM
16
McKinley Capital Management
Alaska
$1.44M -$19.1K -1,021 -1%
RJA
17
Raymond James & Associates
Florida
$1.43M -$26.8K -1,435 -2%
VanEck Associates
18
VanEck Associates
New York
$1.29M -$1.19M -63,792 -48%
Invesco
19
Invesco
Georgia
$1.14M +$50.4K +2,699 +5%
Citadel Advisors
20
Citadel Advisors
Florida
$825K +$284K +15,195 +54%
TFCM
21
Taylor Frigon Capital Management
Arizona
$742K -$5.21K -279 -0.7%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$665K -$37.6K -2,015 -5%
NGA
23
Naples Global Advisors
Florida
$653K +$21.9K +1,175 +4%
ECM
24
Evergreen Capital Management
Washington
$643K -$39.2K -2,100 -6%
BP
25
Ballentine Partners
Massachusetts
$543K +$40.7K +2,180 +8%

KNOP Hedge Fund Activity: Q1 2019 in Review

47 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KNOT Offshore Partners (KNOP) for Q1 2019, worth a combined $216M — down 7.7% from $234M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KNOP and 5 opened new positions — a net loss of 11 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Kayne Anderson Capital Advisors, adding an estimated $10.2M. The largest seller was Goldman Sachs, cutting an estimated $14.8M.

  • 47 institutional investors held KNOT Offshore Partners (KNOP) as of Q1 2019, down from 59 in Q4 2018.
  • Funds reported $216M of KNOT Offshore Partners stock for Q1 2019, down 7.7% quarter-over-quarter.
  • 5 funds opened new KNOT Offshore Partners positions in Q1 2019 and 16 closed out, a net change of -11 holders.
  • The largest KNOT Offshore Partners buyer in Q1 2019 was Kayne Anderson Capital Advisors, an estimated $10.2M added.
  • The largest KNOT Offshore Partners seller in Q1 2019 was Goldman Sachs, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2019.