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NGL Energy Partners

94 hedge funds and large institutions have $356M invested in NGL Energy Partners in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

94% more capital invested

Capital invested by funds: $184M → $356M (+$172M)

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

19% more funds holding

Funds holding: 7994 (+15)

12.46% more ownership

Funds ownership: 36.02%48.48% (+12%)

22% less call options, than puts

Call options by funds: $1.73M | Put options by funds: $2.2M

Holders
94
Holders Change
+15
Holders Change %
+18.99%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
25
Reduced
17
Closed
4
Calls
$1.73M
Puts
$2.2M
Net Calls
-$479K
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Scissortail Wealth Management
Oklahoma
$150K +$111K +25,642 New
TI
52
Tidal Investments
Wisconsin
$150K +$12.8K +2,950 +12%
GIA
53
Gladstone Institutional Advisory
Florida
$145K +$4.76K +1,100 +4%
EA
54
Everpar Advisors
Oklahoma
$128K +$99.6K +23,000 New
SNBOSCI
55
Security National Bank of Sioux City Iowa
Iowa
$118K
CB
56
Commerce Bank
Missouri
$107K
CWA
57
Canvas Wealth Advisors
Kansas
$106K
SN
58
Sittner & Nelson
Oregon
$104K
CMF
59
Counterpoint Mutual Funds
California
$104K +$81K +18,704 New
RJFSA
60
Raymond James Financial Services Advisors
Florida
$101K -$866 -200 -1%
SPS
61
Susquehanna Portfolio Strategies
Pennsylvania
$94.7K +$73.6K +17,003 New
WS
62
Wedbush Securities
California
$94K +$7.14K +1,650 +11%
HF
63
HRT Financial
New York
$87K -$138K -31,913 -67%
Stifel Financial
64
Stifel Financial
Missouri
$72.3K -$119K -27,450 -68%
TCOK
65
Trust Company of Kansas
Kansas
$72K
SWP
66
Stratos Wealth Partners
Ohio
$61.3K
IFG
67
Independent Financial Group
California
$61.3K +$47.6K +11,000 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$60K -$247K -57,099 -84%
AWA
69
Arkadios Wealth Advisors
Georgia
$59.4K
WC
70
Westhampton Capital
North Carolina
$55.7K
Corient Private Wealth
71
Corient Private Wealth
Florida
$55.7K +$43.3K +10,000 New
VH
72
Visionary Horizons
Tennessee
$55.7K +$43.3K +10,000 New
Osaic Holdings
73
Osaic Holdings
Arizona
$40.7K -$22K -5,074 -41%
NA
74
NewEdge Advisors
Louisiana
$33.4K -$13K -3,000 -33%
TFA
75
Toth Financial Advisory
Virginia
$27.9K