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NS

NuStar Energy L.P.
NS

Delisted

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

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147 hedge funds and large institutions have $1.52B invested in NuStar Energy L.P. in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more call options, than puts

Call options by funds: $3.49M | Put options by funds: $791K

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

9% more capital invested

Capital invested by funds: $1.39B → $1.52B (+$127M)

7% more funds holding

Funds holding: 138 → 147 (+9)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
42
Reduced
40
Closed
12
Calls
$3.49M
Puts
$791K
Net Calls
+$2.7M
Net Calls Change
-$12.7M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$28.2M
2
Morgan Stanley
Morgan Stanley
New York
+$24M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$19.4M
4
Blackstone Inc
Blackstone Inc
New York
+$19.4M
5
MHI
Miller Howard Investments
New York
+$8.36M

Top Sellers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$25.4M
2
EGA
Eagle Global Advisors
Texas
-$14.1M
3
KACA
Kayne Anderson Capital Advisors
California
-$11.8M
4
WHG
Westwood Holdings Group
Texas
-$9.39M
5
UBS Group
UBS Group
Switzerland
-$9.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$4.45M -$3.9M -218,471 -48%
N
27
Natixis
France
$3.82M -$6.79M -380,300 -65%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.65M +$39.6K +2,218 +1%
First Trust Advisors
29
First Trust Advisors
Illinois
$3.64M -$141K -7,877 -4%
Citadel Advisors
30
Citadel Advisors
Florida
$3.47M +$3.31M +185,485 +356,702%
IG
31
ING Group
Netherlands
$3.3M +$3.15M +176,500 New
IA
32
Icon Advisers
Colorado
$2.99M – – –
ACM
33
Advisors Capital Management
New Jersey
$2.94M -$62.1K -3,477 -2%
TIS
34
Tortoise Index Solutions
Kansas
$2.8M +$305K +17,110 +13%
ETC
35
Exchange Traded Concepts
Oklahoma
$2.79M +$299K +16,747 +13%
CCM
36
Chickasaw Capital Management
Tennessee
$2.77M +$2.64M +148,000 New
LPL Financial
37
LPL Financial
California
$2.57M +$5.09K +285 +0.2%
AAM
38
Advisors Asset Management
Colorado
$2.56M +$40.7K +2,282 +2%
SG Americas Securities
39
SG Americas Securities
New York
$2.31M -$43.2K -2,419 -2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.3M +$439K +24,596 +25%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$2.1M -$323K -18,081 -14%
SIA
42
Sovereign Investment Advisors
Arizona
$2.03M – – –
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$2.01M -$2.4M -134,398 -56%
WHG
44
Westwood Holdings Group
Texas
$1.9M -$9.39M -526,072 -84%
MSRPS
45
Maryland State Retirement & Pension System
Maryland
$1.78M +$22.5K +1,260 +1%
CIS
46
Custom Index Systems
New York
$1.64M +$1.57M +87,759 New
TYCC
47
Texas Yale Capital Corp
Florida
$1.52M +$214K +12,000 +17%
JF
48
Jump Financial
Illinois
$1.49M +$1.43M +80,000 New
GA
49
GraniteShares Advisors
New York
$1.48M +$1.41M +79,250 New
Citigroup
50
Citigroup
New York
$1.4M -$1.59M -88,965 -54%
1
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NS Hedge Fund Activity: Q4 2023 in Review

147 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q4 2023, worth a combined $1.52B — up 9.1% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NS positions and 12 closed out — a net gain of 10 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $28.2M. The largest seller was CIBC Private Wealth Group, cutting an estimated $25.4M.

  • 147 institutional investors held NuStar Energy L.P. (NS) as of Q4 2023, up from 138 in Q3 2023.
  • Funds reported $1.52B of NuStar Energy L.P. stock for Q4 2023, up 9.1% quarter-over-quarter.
  • 22 funds opened new NuStar Energy L.P. positions in Q4 2023 and 12 closed out, a net change of +10 holders.
  • The largest NuStar Energy L.P. buyer in Q4 2023 was JP Morgan Chase, an estimated $28.2M added.
  • The largest NuStar Energy L.P. seller in Q4 2023 was CIBC Private Wealth Group, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2023.