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NS

NuStar Energy L.P.

Delisted

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

135 hedge funds and large institutions have $842M invested in NuStar Energy L.P. in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $5.22M | Put options by funds: $1.03M

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $883M → $842M (-$40.7M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 138135 (-3)

Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
38
Reduced
36
Closed
15
Calls
$5.22M
Puts
$1.03M
Net Calls
+$4.19M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Clearstead Advisors
Ohio
$47K
CS
102
Credit Suisse
Switzerland
$45K -$104K -6,932 -67%
LF
103
Lee Financial
Texas
$42K
PFBT
104
Parkside Financial Bank & Trust
Missouri
$41K -$331 -22 -0.7%
BWP
105
Baldwin Wealth Partners
Massachusetts
$33K
Bessemer Group
106
Bessemer Group
New Jersey
$32K
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.9K
TRCT
108
Tower Research Capital (TRC)
New York
$20K -$94.7K -6,298 -81%
FRA
109
Front Row Advisors
California
$20K
NSIM
110
North Star Investment Management
Illinois
$19K
FHA
111
First Horizon Advisors
Tennessee
$18K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$14K
CL
113
COWA LLC
Oklahoma
$14K +$15K +1,000 New
ETC
114
Exchange Traded Concepts
Oklahoma
$13K +$7.61K +506 +104%
FMII
115
Farmers & Merchants Investments Inc
Nebraska
$9K
BWM
116
Baystate Wealth Management
Massachusetts
$8K +$226 +15 +3%
PFA
117
Professional Financial Advisors
Nebraska
$7K
QC
118
Quent Capital
New York
$6K
AF
119
Allworth Financial
California
$5K
FF
120
FourThought Financial
Florida
$5K
APA
121
American Portfolios Advisors
New York
$4.28K
IAS
122
IMA Advisory Services
Colorado
$4K
US Bancorp
123
US Bancorp
Minnesota
$4K
BWM
124
BerganKDV Wealth Management
Minnesota
$3K -$9.02K -600 -73%
AF
125
Advisornet Financial
Minnesota
$3K

NS Hedge Fund Activity: Q3 2022 in Review

135 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q3 2022, worth a combined $842M — down 4.6% from $883M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NS and 14 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 38 added.

The largest buyer was Invesco, adding an estimated $17.8M. The largest seller was Brookfield Corp, exiting entirely with an estimated $10.5M sold.

  • 135 institutional investors held NuStar Energy L.P. (NS) as of Q3 2022, down from 138 in Q2 2022.
  • Funds reported $842M of NuStar Energy L.P. stock for Q3 2022, down 4.6% quarter-over-quarter.
  • 14 funds opened new NuStar Energy L.P. positions in Q3 2022 and 15 closed out, a net change of -1 holder.
  • The largest NuStar Energy L.P. buyer in Q3 2022 was Invesco, an estimated $17.8M added.
  • The largest NuStar Energy L.P. seller in Q3 2022 was Brookfield Corp, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2022.