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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
MC
76
Moors & Cabot
Massachusetts
$403K – – –
SGCA
77
Steel Grove Capital Advisors
Tennessee
$388K – – –
CCM
78
Cohen Capital Management
California
$383K – – –
FVCM
79
F&V Capital Management
Florida
$371K – – –
RAG
80
RIA Advisory Group
Iowa
$347K +$35.6K +1,993 New
Brown Advisory
81
Brown Advisory
Maryland
$315K -$11.1K -620 -4%
LC
82
Lindbrook Capital
California
$311K -$22.7K -1,271 -7%
DF
83
Donoghue Forlines
Massachusetts
$287K +$274K +15,361 New
WMSA
84
Weiss Multi-Strategy Advisers
New York
$280K +$268K +15,011 New
GT
85
Glenmede Trust
Pennsylvania
$278K +$38K +2,128 +17%
GC
86
Guggenheim Capital
Illinois
$269K -$7.7K -431 -3%
KACA
87
Kayne Anderson Capital Advisors
California
$248K -$11.8M -663,300 -98%
AWM
88
AE Wealth Management
Kansas
$240K -$6.29K -352 -3%
SBIA
89
Sheaff Brock Investment Advisors
Indiana
$237K – – –
CAN
90
Cetera Advisor Networks
California
$236K +$2.86K +160 +1%
CA
91
Crumly & Associates
Illinois
$233K -$78.2K -4,381 -26%
WC
92
Waterloo Capital
Texas
$231K +$221K +12,363 New
BCM
93
Basso Capital Management
Connecticut
$228K – – –
Corient Private Wealth
94
Corient Private Wealth
Florida
$226K -$61.2K -3,429 -22%
Luther King Capital Management (LKCM)
95
Luther King Capital Management (LKCM)
Texas
$226K -$29.5K -1,650 -12%
CRC
96
Curi RMB Capital
Illinois
$225K -$1.34K -75 -0.6%
WCM
97
Whitener Capital Management
North Carolina
$222K -$5.36K -300 -2%
IA
98
IFP Advisors
Florida
$219K +$7.68K +430 +4%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$218K +$5.84K +327 +3%
TSS
100
Two Sigma Securities
New York
$211K +$202K +11,292 New
2 3
4
5 6

NS Hedge Fund Activity: Q4 2023 in Review

147 of the 6,860 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.