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NS

NuStar Energy L.P.

Delisted

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

175 hedge funds and large institutions have $1.78B invested in NuStar Energy L.P. in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 163175 (+12)

9% less capital invested

Capital invested by funds: $1.97B → $1.78B (-$185M)

22% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 46

35% less call options, than puts

Call options by funds: $7.45M | Put options by funds: $11.4M

Holders
175
Holders Change
+12
Holders Change %
+7.36%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
34
Increased
36
Reduced
46
Closed
22
Calls
$7.45M
Puts
$11.4M
Net Calls
-$3.98M
Net Calls Change
-$6.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
101
Walleye Trading
New York
$269K +$289K +10,399 New
US Bancorp
102
US Bancorp
Minnesota
$264K -$265K -9,522 -48%
AMC
103
Asset Management Corp
Illinois
$264K +$284K +10,211 New
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$253K -$42.1K -1,511 -13%
LFAS
105
Level Four Advisory Services
Texas
$249K +$133K +4,771 New
CMO
106
Covenant Multifamily Offices
Texas
$248K +$2.78K +100 +1%
AIC
107
Archer Investment Corporation
Indiana
$244K
MPCG
108
Matrix Private Capital Group
New York
$242K +$260K +9,350 New
AAS
109
Avantax Advisory Services
Texas
$241K +$260K +9,353 New
DAC
110
Dividend Assets Capital
South Carolina
$231K
OA
111
Oxbow Advisors
Texas
$231K
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$229K
AWM
113
Alterna Wealth Management
Texas
$229K +$27.9K +1,001 +13%
SBIA
114
Sheaff Brock Investment Advisors
Indiana
$220K
IAA
115
Independent Advisor Alliance
North Carolina
$209K -$1.95K -70 -0.9%
CST
116
Charles Schwab Trust
Nevada
$207K
VI
117
Vestcor Inc
New Brunswick, Canada
$143K +$154K +5,517 New
CPA
118
Cowen Prime Advisors
New York
$120K
BWP
119
Baldwin Wealth Partners
Massachusetts
$111K
ASN
120
Advisory Services Network
Georgia
$78K +$61.7K +2,217 +281%
FCM
121
Firestone Capital Management
Florida
$75K +$80.6K +2,896 New
AG
122
Advisor Group
Arizona
$73K -$23.3K -837 -23%
AWM
123
Avior Wealth Management
Nebraska
$69K
Pacer Advisors
124
Pacer Advisors
Pennsylvania
$66K +$70.9K +2,546 New
FHA
125
Flagship Harbor Advisors
Massachusetts
$61K +$59.8K +2,150 +1,075%

NS Hedge Fund Activity: Q4 2019 in Review

175 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q4 2019, worth a combined $1.78B — down 9.4% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NS positions and 22 closed out — a net gain of 12 holders — while 36 added to existing stakes and 46 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $73.5M. The largest seller was Harvest Fund Advisors, cutting an estimated $184M.

  • 175 institutional investors held NuStar Energy L.P. (NS) as of Q4 2019, up from 163 in Q3 2019.
  • Funds reported $1.78B of NuStar Energy L.P. stock for Q4 2019, down 9.4% quarter-over-quarter.
  • 34 funds opened new NuStar Energy L.P. positions in Q4 2019 and 22 closed out, a net change of +12 holders.
  • The largest NuStar Energy L.P. buyer in Q4 2019 was Tortoise Capital Advisors, an estimated $73.5M added.
  • The largest NuStar Energy L.P. seller in Q4 2019 was Harvest Fund Advisors, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2019.