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NS

NuStar Energy L.P.

Delisted

NS was delisted on the 2nd of May, 2024.

139 hedge funds and large institutions have $994M invested in NuStar Energy L.P. in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

574% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $934K

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

18% more capital invested

Capital invested by funds: $842M → $994M (+$152M)

3% more funds holding

Funds holding: 135139 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
139
Holders Change
+4
Holders Change %
+2.96%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
35
Reduced
36
Closed
15
Calls
$6.29M
Puts
$934K
Net Calls
+$5.36M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$2.52M +$387K +24,900 +19%
LPL Financial
27
LPL Financial
California
$2.05M +$23.6K +1,519 +1%
SIA
28
Sovereign Investment Advisors
Arizona
$1.74M
HF
29
HRT Financial
New York
$1.52M +$1.48M +95,030 New
Jane Street
30
Jane Street
New York
$1.38M +$717K +46,083 +114%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$1.37M
LW
32
Linscomb Wealth
Texas
$1.24M +$1.21M +77,507 New
TYCC
33
Texas Yale Capital Corp
Florida
$1.17M +$4.67K +300 +0.4%
AAM
34
Advisors Asset Management
Colorado
$994K +$131K +8,419 +16%
HM
35
Heronetta Management
New York
$875K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$822K -$98.8K -6,351 -11%
VWM
37
Venturi Wealth Management
Texas
$801K
WHG
38
Westwood Holdings Group
Texas
$796K +$774K +49,742 New
Mariner
39
Mariner
Kansas
$794K -$76.5K -4,920 -9%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$787K +$344K +22,114 +82%
Osaic Holdings
41
Osaic Holdings
Arizona
$781K -$18.4K -1,181 -2%
SA
42
SL Advisors
New Jersey
$779K
SG Americas Securities
43
SG Americas Securities
New York
$699K +$679K +43,677 New
RJA
44
Raymond James & Associates
Florida
$698K -$8.63K -555 -1%
GHAM
45
Gilman Hill Asset Management
Connecticut
$646K
AWE
46
Avidian Wealth Enterprises
Texas
$625K
Citigroup
47
Citigroup
New York
$551K -$1.54M -99,241 -74%
IA
48
IFP Advisors
Florida
$536K +$1.54K +99 +0.5%
M&T Bank
49
M&T Bank
New York
$503K
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$496K +$42.9K +2,756 +10%

NS Hedge Fund Activity: Q4 2022 in Review

139 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q4 2022, worth a combined $994M — up 18% from $842M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NS positions and 15 closed out — a net gain of 8 holders — while 35 added to existing stakes and 36 trimmed.

The largest buyer was Invesco, adding an estimated $21.1M. The largest seller was Morgan Stanley, cutting an estimated $15.4M.

  • 139 institutional investors held NuStar Energy L.P. (NS) as of Q4 2022, up from 135 in Q3 2022.
  • Funds reported $994M of NuStar Energy L.P. stock for Q4 2022, up 18% quarter-over-quarter.
  • 23 funds opened new NuStar Energy L.P. positions in Q4 2022 and 15 closed out, a net change of +8 holders.
  • The largest NuStar Energy L.P. buyer in Q4 2022 was Invesco, an estimated $21.1M added.
  • The largest NuStar Energy L.P. seller in Q4 2022 was Morgan Stanley, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2022.