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NS

NuStar Energy L.P.

Delisted

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

132 hedge funds and large institutions have $1.07B invested in NuStar Energy L.P. in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

798% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $1.46M

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

10% more capital invested

Capital invested by funds: $973M → $1.07B (+$99.2M)

0% more funds holding

Funds holding: 132132 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

Holders
132
Holders Change
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
37
Reduced
29
Closed
17
Calls
$13.1M
Puts
$1.46M
Net Calls
+$11.7M
Net Calls Change
+$8.06M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
126
Gables Capital Management
Florida
$1.71K
M
127
MOTCO
Texas
$1.71K
VWM
128
Venturi Wealth Management
Texas
$1.56K
PA
129
PSI Advisors
Florida
$1.29K
IGWM
130
ICA Group Wealth Management
Colorado
$1.03K +$981 +60 New
WT
131
Whittier Trust
California
$119
RWPA
132
Richard W. Paul & Associates
Michigan
$34
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
-$930K -56,924 Closed
GCP
134
GSA Capital Partners
United Kingdom
-$873K -55,833 Closed
AWE
135
Avidian Wealth Enterprises
Texas
-$611K -39,081 Closed
CI
136
Cavalier Investments
Georgia
-$512K -32,737 Closed
Citadel Advisors
137
Citadel Advisors
Florida
-$369K -22,587 Closed
KeyBank National Association
138
KeyBank National Association
Ohio
-$235K -15,007 Closed
AIA
139
Arrow Investment Advisors
Maryland
-$199K -12,717 Closed
FWIA
140
Fort Washington Investment Advisors
Ohio
-$192K -12,260 Closed
RIA
141
Regal Investment Advisors
Michigan
-$180K -11,500 Closed
CMF
142
Counterpoint Mutual Funds
California
-$111K -7,091 Closed
AAS
143
Ameritas Advisory Services
Nebraska
-$26.5K -1,675 Closed
BAM
144
Belpointe Asset Management
Nevada
-$9.08K -581 Closed
ASN
145
Advisory Services Network
Georgia
-$4.69K -300 Closed
AWM
146
Accel Wealth Management
Iowa
-$1.36K -87 Closed
CSPIA
147
Cary Street Partners Investment Advisory
Virginia
-$516 -33 Closed
WP
148
WealthPLAN Partners
Nebraska
-$172 -11 Closed
Fidelity Investments
149
Fidelity Investments
Massachusetts
-$16 -1 Closed

NS Hedge Fund Activity: Q2 2023 in Review

132 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q2 2023, worth a combined $1.07B — up 10% from $973M a quarter earlier.

Fund positioning in NS was balanced in Q2 2023: 17 funds opened new positions, 17 closed out, 37 added to existing stakes and 29 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $9.44M. The largest seller was Invesco, cutting an estimated $6.63M.

  • 132 institutional investors held NuStar Energy L.P. (NS) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.07B of NuStar Energy L.P. stock for Q2 2023, up 10% quarter-over-quarter.
  • 17 funds opened new NuStar Energy L.P. positions in Q2 2023 and 17 closed out, a net change of 0 holders.
  • The largest NuStar Energy L.P. buyer in Q2 2023 was Brookfield Corp, an estimated $9.44M added.
  • The largest NuStar Energy L.P. seller in Q2 2023 was Invesco, an estimated $6.63M sold.

Based on aggregated 13F filings for Q2 2023.