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NGL Energy Partners

109 hedge funds and large institutions have $887M invested in NGL Energy Partners in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 110109 (-1)

6.85% less ownership

Funds ownership: 70.2%63.35% (-6.8%)

25% less capital invested

Capital invested by funds: $1.19B → $887M (-$300M)

55% less call options, than puts

Call options by funds: $2.64M | Put options by funds: $5.9M

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
39
Reduced
36
Closed
12
Calls
$2.64M
Puts
$5.9M
Net Calls
-$3.26M
Net Calls Change
-$785K
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$177M +$563K +50,935 +0.3%
HFA
2
Harvest Fund Advisors
Pennsylvania
$81.9M +$4.97M +449,855 +7%
SCA
3
Salient Capital Advisors
Texas
$71.7M -$4.9M -443,711 -7%
NIM
4
NXG Investment Management
Texas
$58.1M +$4.09M +370,084 +8%
Goldman Sachs
5
Goldman Sachs
New York
$45.1M +$9.23M +835,071 +27%
HHAM
6
HITE Hedge Asset Management
Massachusetts
$32.5M +$25.1M +2,270,714 +415%
Morgan Stanley
7
Morgan Stanley
New York
$31.4M +$922K +83,413 +3%
EGA
8
Eagle Global Advisors
Texas
$28.2M -$7.83M -708,138 -22%
COPPSERS
9
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$27.1M +$735K +66,536 +3%
KACA
10
Kayne Anderson Capital Advisors
California
$27M -$5.19M -469,500 -17%
AR
11
Advisory Research
Illinois
$26.5M +$7.33M +663,490 +41%
JP Morgan Chase
12
JP Morgan Chase
New York
$25.9M +$6.63M +599,612 +34%
Bank of America
13
Bank of America
North Carolina
$24.8M -$804K -72,717 -3%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$22.6M -$1.92M -173,322 -8%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$22.2M -$6.37M -576,413 -23%
DPIM
16
Duff & Phelps Investment Management
Illinois
$18M
TAM
17
TPH Asset Management
Texas
$16.4M -$893K -80,793 -5%
UBS Group
18
UBS Group
Switzerland
$10.4M -$20.9M -1,888,408 -68%
FWIA
19
Fort Washington Investment Advisors
Ohio
$9.67M +$4.81M +435,152 +108%
PGCM
20
Prescott Group Capital Management
Oklahoma
$9.12M +$8.72M +789,159 New
ECM
21
Evergreen Capital Management
Washington
$8.79M +$1.86M +168,110 +28%
EIP
22
Energy Income Partners
Connecticut
$8.22M -$11.6M -1,046,310 -60%
ICA
23
Infrastructure Capital Advisors
New York
$7.13M +$1.23M +111,434 +22%
VEA
24
Virtus ETF Advisers
New York
$7.13M +$1.27M +114,740 +23%
Wells Fargo
25
Wells Fargo
California
$7.07M +$4.12M +372,523 +155%

NGL Hedge Fund Activity: Q3 2017 in Review

109 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NGL Energy Partners (NGL) for Q3 2017, worth a combined $887M — down 25% from $1.19B a quarter earlier.

Fund positioning in NGL was balanced in Q3 2017: 12 funds opened new positions, 12 closed out, 39 added to existing stakes and 36 trimmed.

The largest buyer was HITE Hedge Asset Management, adding an estimated $25.1M. The largest seller was ALPS Advisors, exiting entirely with an estimated $114M sold.

  • 109 institutional investors held NGL Energy Partners (NGL) as of Q3 2017, down from 110 in Q2 2017.
  • Funds reported $887M of NGL Energy Partners stock for Q3 2017, down 25% quarter-over-quarter.
  • 12 funds opened new NGL Energy Partners positions in Q3 2017 and 12 closed out, a net change of 0 holders.
  • The largest NGL Energy Partners buyer in Q3 2017 was HITE Hedge Asset Management, an estimated $25.1M added.
  • The largest NGL Energy Partners seller in Q3 2017 was ALPS Advisors, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2017.