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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
PK
126
Pflug Koory
Nebraska
$53K
SF
127
Synovus Financial
Georgia
$52K
ST
128
Smithfield Trust
Pennsylvania
$39K
WEC
129
Winslow Evans & Crocker
Massachusetts
$38K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$37K -$14.2K -510 -26%
NSIM
131
North Star Investment Management
Illinois
$36K
SPIA
132
Steward Partners Investment Advisory
New York
$33K -$4.87K -175 -12%
LWA
133
Lenox Wealth Advisors
New York
$30K
GWM
134
Geneos Wealth Management
Colorado
$29K -$9.19K -330 -23%
WC
135
Whitnell & Co
Illinois
$26K
BCA
136
Berman Capital Advisors
Georgia
$23K -$4.73K -170 -16%
AP
137
Americana Partners
Texas
$22K +$24.6K +883 New
CHC
138
City Holding Co
West Virginia
$21K
MCA
139
Mercer Capital Advisers
New Jersey
$21K
MWP
140
Meridian Wealth Partners
Pennsylvania
$21K +$23K +825 New
LF
141
Lee Financial
Texas
$19K
PFBT
142
Parkside Financial Bank & Trust
Missouri
$19K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$18K
SCA
144
Stonebridge Capital Advisors
Minnesota
$18K +$5.57K +200 +40%
APA
145
American Portfolios Advisors
New York
$16.7K +$9.13K +328 +103%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K
PA
147
Parallel Advisors
California
$13K -$5.57K -200 -29%
NFG
148
Next Financial Group
Texas
$13K
POIA
149
Pin Oak Investment Advisors
Texas
$13K
VFA
150
Valeo Financial Advisors
Indiana
$13K

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.