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NS

NuStar Energy L.P.

Delisted

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

203 hedge funds and large institutions have $2.19B invested in NuStar Energy L.P. in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

924% more call options, than puts

Call options by funds: $287M | Put options by funds: $28.1M

25% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 52

12% more capital invested

Capital invested by funds: $1.95B → $2.19B (+$233M)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding

Funds holding: 202203 (+1)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
5.84%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
65
Reduced
52
Closed
17
Calls
$287M
Puts
$28.1M
Net Calls
+$259M
Net Calls Change
+$56.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
AmeriServ Wealth Advisors
Pennsylvania
$211K +$197K +3,396 New
First Manhattan
152
First Manhattan
New York
$202K
SIC
153
Salem Investment Counselors
North Carolina
$202K +$189K +3,250 New
SGK
154
Steigerwald Gordon & Koch
Virginia
$202K +$189K +3,252 New
Bessemer Group
155
Bessemer Group
New Jersey
$191K -$17.4K -300 -9%
TDC
156
Thompson Davis & Co
Virginia
$186K
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$172K -$13.4K -230 -8%
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$163K -$17K -292 -10%
GT
159
Glenmede Trust
Pennsylvania
$149K -$50.5K -869 -26%
MBT
160
Monroe Bank & Trust
Michigan
$149K
MMG
161
Monetary Management Group
Missouri
$136K +$92.9K +1,600 +267%
DekaBank Deutsche Girozentrale
162
DekaBank Deutsche Girozentrale
Germany
$127K
SF
163
Synovus Financial
Georgia
$124K
WC
164
Whitnell & Co
Illinois
$124K
1IC
165
1919 Investment Counsel
Maryland
$95K
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$87K -$5.92K -102 -7%
PO
167
Private Ocean
California
$87K +$5.81K +100 +8%
MFS
168
MSI Financial Services
Massachusetts
$83K -$13.7K -235 -15%
CTC
169
Central Trust Company
Missouri
$83K
EFSCE
170
Enterprise Financial Services Corp (EFSC)
Missouri
$79K
AIA
171
Alerus Investment Advisors
Minnesota
$71K
DAM
172
Delta Asset Management
Tennessee
$71K
HCC
173
Hirtle Callaghan & Co
Pennsylvania
$70K
CHC
174
City Holding Co
West Virginia
$69K
BPBT
175
Boston Private Bank & Trust
Massachusetts
$65K

NS Hedge Fund Activity: Q2 2014 in Review

203 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q2 2014, worth a combined $2.19B — up 12% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NS positions and 17 closed out — a net gain of 1 holder — while 65 added to existing stakes and 52 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $133M. The largest seller was Morgan Stanley, cutting an estimated $115M.

  • 203 institutional investors held NuStar Energy L.P. (NS) as of Q2 2014, up from 202 in Q1 2014.
  • Funds reported $2.19B of NuStar Energy L.P. stock for Q2 2014, up 12% quarter-over-quarter.
  • 18 funds opened new NuStar Energy L.P. positions in Q2 2014 and 17 closed out, a net change of +1 holder.
  • The largest NuStar Energy L.P. buyer in Q2 2014 was OppenheimerFunds, an estimated $133M added.
  • The largest NuStar Energy L.P. seller in Q2 2014 was Morgan Stanley, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2014.