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NGL Energy Partners
NGL

79 hedge funds and large institutions have $184M invested in NGL Energy Partners in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

3% more funds holding

Funds holding: 77 → 79 (+2)

1.83% more ownership

Funds ownership: 34.19% → 36.02% (+1.8%)

5% more capital invested

Capital invested by funds: $175M → $184M (+$8.46M)

36% less call options, than puts

Call options by funds: $996K | Put options by funds: $1.56M

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
13
Closed
4
Calls
$996K
Puts
$1.56M
Net Calls
-$560K
Net Calls Change
-$1.17M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.73M
2
JP Morgan Chase
JP Morgan Chase
New York
+$2.85M
3
FI
Fractal Investments
Connecticut
+$667K
4
Cerity Partners
Cerity Partners
New York
+$628K
5
Goldman Sachs
Goldman Sachs
New York
+$403K

Top Sellers

1
Invesco
Invesco
Georgia
-$607K
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$197K
3
PGCM
Prescott Group Capital Management
Oklahoma
-$131K
4
CMF
Counterpoint Mutual Funds
California
-$123K
5
HighTower Advisors
HighTower Advisors
Illinois
-$85.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
76
EverSource Wealth Advisors
Alabama
$968 – – –
JWM
77
Janiczek Wealth Management
Colorado
$387 – – –
AF
78
Allworth Financial
California
$194 – – –
MA
79
MCF Advisors
Kentucky
$4 +$4 +1 New
CMF
80
Counterpoint Mutual Funds
California
– -$123K -31,709 Closed
SPC
81
Sigma Planning Corp
Michigan
– -$58.4K -15,004 Closed
SBH
82
Segall Bryant & Hamill
Illinois
– -$38.9K -10,000 Closed
IA
83
IFP Advisors
Florida
– -$1.66K -426 Closed
1 2 3
4

NGL Hedge Fund Activity: Q3 2023 in Review

79 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NGL Energy Partners (NGL) for Q3 2023, worth a combined $184M — up 4.8% from $175M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NGL positions and 4 closed out — a net gain of 3 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.73M. The largest seller was Invesco, cutting an estimated $607K.

  • 79 institutional investors held NGL Energy Partners (NGL) as of Q3 2023, up from 77 in Q2 2023.
  • Funds reported $184M of NGL Energy Partners stock for Q3 2023, up 4.8% quarter-over-quarter.
  • 7 funds opened new NGL Energy Partners positions in Q3 2023 and 4 closed out, a net change of +3 holders.
  • The largest NGL Energy Partners buyer in Q3 2023 was Morgan Stanley, an estimated $4.73M added.
  • The largest NGL Energy Partners seller in Q3 2023 was Invesco, an estimated $607K sold.

Based on aggregated 13F filings for Q3 2023.