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NS

NuStar Energy L.P.

Delisted

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

198 hedge funds and large institutions have $1.5B invested in NuStar Energy L.P. in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $10.6M

3% more capital invested

Capital invested by funds: $1.46B → $1.5B (+$44.9M)

5% less funds holding

Funds holding: 209198 (-11)

10% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 58

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
198
Holders Change
-11
Holders Change %
-5.26%
% of All Funds
5.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
52
Reduced
58
Closed
38
Calls
$12.7M
Puts
$10.6M
Net Calls
+$2.08M
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
76
Bahl & Gaynor
Ohio
$808K -$106K -2,444 -11%
OWIM
77
Old West Investment Management
California
$802K
FFSOTS
78
Fiduciary Financial Services of The Southwest
Texas
$775K -$41.7K -967 -5%
RJA
79
Raymond James & Associates
Florida
$750K -$101K -2,330 -11%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$750K -$30.2K -700 -4%
AIA
81
Arrow Investment Advisors
Maryland
$736K -$148K -3,433 -16%
ACM
82
Advisors Capital Management
New Jersey
$690K +$124K +2,869 +20%
Mariner
83
Mariner
Kansas
$685K -$130K -3,000 -15%
CCM
84
Catawba Capital Management
Virginia
$652K -$25.9K -600 -4%
CB
85
Commerce Bank
Missouri
$650K -$27.9K -647 -4%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$607K +$219K +5,075 +50%
AIA
87
Avalon Investment & Advisory
Texas
$597K +$21.1K +489 +3%
FRM
88
Fox Run Management
Connecticut
$561K +$604K +14,000 New
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$524K -$4.23K -98 -0.7%
AA
90
AQR Arbitrage
Connecticut
$471K +$93.8K +2,173 +23%
MFW
91
Mosaic Family Wealth
Missouri
$470K +$506K +11,723 New
LWAC
92
Laurel Wealth Advisors (California)
California
$456K +$491K +11,366 New
DAC
93
Dividend Assets Capital
South Carolina
$444K
PPA
94
Parametric Portfolio Associates
Washington
$435K -$36.8K -853 -7%
UCFA
95
United Capital Financial Advisors
Texas
$417K -$56.3K -1,303 -11%
AllianceBernstein
96
AllianceBernstein
Tennessee
$417K -$32.8K -760 -7%
CFMC
97
Curbstone Financial Management Corp
New Hampshire
$411K +$208K +4,825 +89%
AF
98
Affiance Financial
Minnesota
$406K -$213K -4,940 -33%
FWM
99
Frontier Wealth Management
Missouri
$389K
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$388K +$4.84K +112 +1%

NS Hedge Fund Activity: Q4 2015 in Review

198 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q4 2015, worth a combined $1.5B — up 3.1% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NS and 30 opened new positions — a net loss of 8 holders — while 58 trimmed existing stakes and 52 added.

The largest buyer was Center Coast Capital Advisors, adding an estimated $60.6M. The largest seller was Tortoise Capital Advisors, cutting an estimated $49.2M.

  • 198 institutional investors held NuStar Energy L.P. (NS) as of Q4 2015, down from 209 in Q3 2015.
  • Funds reported $1.5B of NuStar Energy L.P. stock for Q4 2015, up 3.1% quarter-over-quarter.
  • 30 funds opened new NuStar Energy L.P. positions in Q4 2015 and 38 closed out, a net change of -8 holders.
  • The largest NuStar Energy L.P. buyer in Q4 2015 was Center Coast Capital Advisors, an estimated $60.6M added.
  • The largest NuStar Energy L.P. seller in Q4 2015 was Tortoise Capital Advisors, an estimated $49.2M sold.

Based on aggregated 13F filings for Q4 2015.