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NS

NuStar Energy L.P.

Delisted

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

169 hedge funds and large institutions have $1.38B invested in NuStar Energy L.P. in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 32 increasing their positions, 54 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less call options, than puts

Call options by funds: $3.83M | Put options by funds: $4.11M

7% less funds holding

Funds holding: 182169 (-13)

21% less capital invested

Capital invested by funds: $1.74B → $1.38B (-$358M)

30% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 40

41% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 54

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
169
Holders Change
-13
Holders Change %
-7.14%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
28
Increased
32
Reduced
54
Closed
40
Calls
$3.83M
Puts
$4.11M
Net Calls
-$288K
Net Calls Change
-$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
101
Baldwin Wealth Partners
Massachusetts
$90K
MFW
102
Mosaic Family Wealth
Missouri
$79K
Group One Trading
103
Group One Trading
Illinois
$75K -$8.51K -348 -9%
TRCT
104
Tower Research Capital (TRC)
New York
$67K +$78.7K +3,219 New
BC
105
Barnett & Company
Tennessee
$65K -$86.8K -3,550 -53%
HCM
106
Hilton Capital Management
New York
$59K
WA
107
WealthTrust-Arizona
Arizona
$45K -$12.8K -525 -20%
PK
108
Pflug Koory
Nebraska
$43K
SF
109
Synovus Financial
Georgia
$42K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$40K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$38K
IWA
112
Intercontinental Wealth Advisors
Texas
$38K +$44.7K +1,829 New
DWM
113
Destination Wealth Management
California
$33K
WEC
114
Winslow Evans & Crocker
Massachusetts
$32K
APA
115
American Portfolios Advisors
New York
$31.8K
ST
116
Smithfield Trust
Pennsylvania
$31K
GWM
117
Geneos Wealth Management
Colorado
$29K
NSIM
118
North Star Investment Management
Illinois
$29K
CAM
119
Cresset Asset Management
Illinois
$29K +$33.5K +1,368 New
PB
120
Pinnacle Bancorp
Nebraska
$24K +$27.5K +1,125 New
BCA
121
Berman Capital Advisors
Georgia
$22K +$26.6K +1,088 New
WC
122
Whitnell & Co
Illinois
$21K
POIA
123
Pin Oak Investment Advisors
Texas
$21K +$24.5K +1,000 New
SMFS
124
Squar Milner Financial Services
California
$21K +$25.1K +1,025 New
SWM
125
SeaCrest Wealth Management
New York
$19K

NS Hedge Fund Activity: Q4 2018 in Review

169 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q4 2018, worth a combined $1.38B — down 21% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of NS and 28 opened new positions — a net loss of 12 holders — while 54 trimmed existing stakes and 32 added.

The largest buyer was Harvest Fund Advisors, adding an estimated $41.9M. The largest seller was UBS Group, cutting an estimated $13.2M.

  • 169 institutional investors held NuStar Energy L.P. (NS) as of Q4 2018, down from 182 in Q3 2018.
  • Funds reported $1.38B of NuStar Energy L.P. stock for Q4 2018, down 21% quarter-over-quarter.
  • 28 funds opened new NuStar Energy L.P. positions in Q4 2018 and 40 closed out, a net change of -12 holders.
  • The largest NuStar Energy L.P. buyer in Q4 2018 was Harvest Fund Advisors, an estimated $41.9M added.
  • The largest NuStar Energy L.P. seller in Q4 2018 was UBS Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2018.