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NS

NuStar Energy L.P.

Delisted

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

157 hedge funds and large institutions have $879M invested in NuStar Energy L.P. in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more call options, than puts

Call options by funds: $9.11M | Put options by funds: $8.89M

14% less funds holding

Funds holding: 182157 (-25)

16% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 45

43% less capital invested

Capital invested by funds: $1.55B → $879M (-$668M)

50% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 46

Holders
157
Holders Change
-25
Holders Change %
-13.74%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
38
Reduced
45
Closed
46
Calls
$9.11M
Puts
$8.89M
Net Calls
+$218K
Net Calls Change
-$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55K -$6.08K -227 -8%
PWAG
102
Polaris Wealth Advisory Group
California
$45K +$59.3K +2,215 New
PK
103
Pflug Koory
Nebraska
$42K
FC
104
Ferris Capital
Massachusetts
$42K +$55.1K +2,057 New
SF
105
Synovus Financial
Georgia
$41K +$53.6K +2,000 New
ST
106
Smithfield Trust
Pennsylvania
$31K
WEC
107
Winslow Evans & Crocker
Massachusetts
$29.9K
NSIM
108
North Star Investment Management
Illinois
$28K
First Manhattan
109
First Manhattan
New York
$27K
PMFA
110
Plante Moran Financial Advisors
Michigan
$26K
SWM
111
SeaCrest Wealth Management
New York
$25K
PCM
112
Penserra Capital Management
California
$23K -$16.9K -629 -36%
GWM
113
Geneos Wealth Management
Colorado
$22K
WC
114
Whitney & Co
New York
$21K +$27.5K +1,025 New
HSA
115
Hussman Strategic Advisors
Maryland
$20K
WC
116
Whitnell & Co
Illinois
$20K
SWP
117
Stratos Wealth Partners
Ohio
$20K +$2.68K +100 +11%
SPIA
118
Steward Partners Investment Advisory
New York
$20K +$26.3K +981 New
DWA
119
Divergent Wealth Advisors
Utah
$18K +$24K +894 New
CHC
120
City Holding Co
West Virginia
$16K
MCA
121
Mercer Capital Advisers
New Jersey
$16K
DAM
122
Delta Asset Management
Tennessee
$15K
PFBT
123
Parkside Financial Bank & Trust
Missouri
$15K
PFA
124
Pathway Financial Advisors
Vermont
$15K
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$12K

NS Hedge Fund Activity: Q1 2018 in Review

157 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q1 2018, worth a combined $879M — down 43% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of NS and 23 opened new positions — a net loss of 23 holders — while 45 trimmed existing stakes and 38 added.

The largest buyer was OppenheimerFunds, adding an estimated $38M. The largest seller was Blackstone Inc, exiting entirely with an estimated $144M sold.

  • 157 institutional investors held NuStar Energy L.P. (NS) as of Q1 2018, down from 182 in Q4 2017.
  • Funds reported $879M of NuStar Energy L.P. stock for Q1 2018, down 43% quarter-over-quarter.
  • 23 funds opened new NuStar Energy L.P. positions in Q1 2018 and 46 closed out, a net change of -23 holders.
  • The largest NuStar Energy L.P. buyer in Q1 2018 was OppenheimerFunds, an estimated $38M added.
  • The largest NuStar Energy L.P. seller in Q1 2018 was Blackstone Inc, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2018.