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NS

NuStar Energy L.P.

Delisted

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

163 hedge funds and large institutions have $1.97B invested in NuStar Energy L.P. in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $11.3M

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $1.85B → $1.97B (+$120M)

2% more funds holding

Funds holding: 160163 (+3)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
22
Increased
39
Reduced
43
Closed
19
Calls
$13.9M
Puts
$11.3M
Net Calls
+$2.68M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CST
101
Charles Schwab Trust
Nevada
$225K +$223K +8,000 New
AWM
102
Alterna Wealth Management
Texas
$223K +$219K +7,876 New
IWP
103
Icon Wealth Partners
Texas
$219K -$5.96K -214 -3%
RFC
104
Regions Financial Corp
Alabama
$218K
SPIO
105
Seven Post Investment Office
California
$218K
CPA
106
Cowen Prime Advisors
New York
$131K
BWP
107
Baldwin Wealth Partners
Massachusetts
$122K
AG
108
Advisor Group
Arizona
$104K -$16.7K -601 -14%
HCM
109
Hilton Capital Management
New York
$77K
AWM
110
Avior Wealth Management
Nebraska
$76K +$42K +1,508 +127%
TRCT
111
Tower Research Capital (TRC)
New York
$76K +$63.8K +2,290 +583%
PK
112
Pflug Koory
Nebraska
$58K
SF
113
Synovus Financial
Georgia
$57K
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$55K
ST
115
Smithfield Trust
Pennsylvania
$42K
WEC
116
Winslow Evans & Crocker
Massachusetts
$42K
SPIA
117
Steward Partners Investment Advisory
New York
$41K -$10.7K -383 -21%
GWM
118
Geneos Wealth Management
Colorado
$40K
NSIM
119
North Star Investment Management
Illinois
$39K +$38.4K +1,377 New
LWA
120
Lenox Wealth Advisors
New York
$32K +$31.8K +1,142 New
BCA
121
Berman Capital Advisors
Georgia
$29K
WC
122
Whitnell & Co
Illinois
$28K
CHC
123
City Holding Co
West Virginia
$23K
MCA
124
Mercer Capital Advisers
New Jersey
$23K
ASN
125
Advisory Services Network
Georgia
$21K

NS Hedge Fund Activity: Q3 2019 in Review

163 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q3 2019, worth a combined $1.97B — up 6.5% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NS positions and 19 closed out — a net gain of 3 holders — while 39 added to existing stakes and 43 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $90.4M. The largest seller was Brookfield Corp, exiting entirely with an estimated $164M sold.

  • 163 institutional investors held NuStar Energy L.P. (NS) as of Q3 2019, up from 160 in Q2 2019.
  • Funds reported $1.97B of NuStar Energy L.P. stock for Q3 2019, up 6.5% quarter-over-quarter.
  • 22 funds opened new NuStar Energy L.P. positions in Q3 2019 and 19 closed out, a net change of +3 holders.
  • The largest NuStar Energy L.P. buyer in Q3 2019 was ALPS Advisors, an estimated $90.4M added.
  • The largest NuStar Energy L.P. seller in Q3 2019 was Brookfield Corp, an estimated $164M sold.

Based on aggregated 13F filings for Q3 2019.