We are live on ! Find out more
NS

NuStar Energy L.P.

Delisted

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

138 hedge funds and large institutions have $1.39B invested in NuStar Energy L.P. in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,145% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $1.35M

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $1.07B → $1.39B (+$317M)

5% more funds holding

Funds holding: 132138 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
138
Holders Change
+6
Holders Change %
+4.55%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
52
Reduced
30
Closed
10
Calls
$16.8M
Puts
$1.35M
Net Calls
+$15.4M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$106K -$2.69K -158 -3%
N
102
Nuveen
North Carolina
$103K +$101K +5,925 New
LF
103
Lee Financial
Texas
$54K
PFBT
104
Parkside Financial Bank & Trust
Missouri
$49.8K -$1.81K -106 -4%
Bessemer Group
105
Bessemer Group
New Jersey
$42K
BWP
106
Baldwin Wealth Partners
Massachusetts
$37.5K
SPIA
107
Steward Partners Investment Advisory
New York
$35.9K +$1.7K +100 +5%
FHA
108
First Horizon Advisors
Tennessee
$33.8K
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.2K
FRA
110
Front Row Advisors
California
$26.2K
CTC
111
Central Trust Company
Missouri
$24.4K +$23.9K +1,400 New
TRCT
112
Tower Research Capital (TRC)
New York
$22.4K -$46.6K -2,736 -68%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$19K +$1.7K +100 +10%
SS
114
Sunbelt Securities
Texas
$16K
FMII
115
Farmers & Merchants Investments Inc
Nebraska
$11.3K
BWM
116
Baystate Wealth Management
Massachusetts
$11.3K +$273 +16 +3%
CSC
117
Caldwell Sutter Capital
California
$10.5K -$2.25K -132 -18%
AF
118
Allworth Financial
California
$8.76K +$1.74K +102 +26%
CWP
119
Concord Wealth Partners
Virginia
$8.72K
NSIM
120
North Star Investment Management
Illinois
$8.72K
RFG
121
RFP Financial Group
Georgia
$8.72K
CA
122
Clearstead Advisors
Ohio
$8.37K +$2.9K +170 +55%
QC
123
Quent Capital
New York
$8.02K
OP
124
ORG Partners
Indiana
$6.98K -$1.79K -105 -21%
BWAM
125
Boyd Watterson Asset Management
Ohio
$6.4K

NS Hedge Fund Activity: Q3 2023 in Review

138 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q3 2023, worth a combined $1.39B — up 30% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NS positions and 10 closed out — a net gain of 7 holders — while 52 added to existing stakes and 30 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $78.1M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $11.1M.

  • 138 institutional investors held NuStar Energy L.P. (NS) as of Q3 2023, up from 132 in Q2 2023.
  • Funds reported $1.39B of NuStar Energy L.P. stock for Q3 2023, up 30% quarter-over-quarter.
  • 17 funds opened new NuStar Energy L.P. positions in Q3 2023 and 10 closed out, a net change of +7 holders.
  • The largest NuStar Energy L.P. buyer in Q3 2023 was ALPS Advisors, an estimated $78.1M added.
  • The largest NuStar Energy L.P. seller in Q3 2023 was Infrastructure Capital Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2023.