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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
CFGS
151
Concourse Financial Group Securities
Alabama
$13K +$3.67K +132 +36%
AIS
152
Accurate Investment Solutions
Pennsylvania
$12K
BFC
153
Bedel Financial Consulting
Indiana
$12K
PB
154
Pinnacle Bancorp
Nebraska
$12K
CFA
155
Carroll Financial Associates
North Carolina
$11K
FHA
156
First Horizon Advisors
Tennessee
$11K
IWA
157
Intercontinental Wealth Advisors
Texas
$11K
KPW
158
Kore Private Wealth
New York
$11K +$11.7K +420 New
IA
159
IFP Advisors
Florida
$10K -$218K -7,815 -96%
AF
160
Allworth Financial
California
$10K
TWP
161
TFO Wealth Partners
Ohio
$9K +$10.1K +363 New
AF
162
Advisornet Financial
Minnesota
$7K
TCOV
163
Trust Company of Vermont
Vermont
$7K
FWM
164
Focused Wealth Management
New York
$6K
FRA
165
Front Row Advisors
California
$6K
KTC
166
Kistler-Tiffany Companies
Pennsylvania
$5K
RAM
167
Riggs Asset Management
Pennsylvania
$5K
SIM
168
Sonora Investment Management
Arizona
$5K
DAM
169
Delta Asset Management
Tennessee
$4K
GCM
170
Gables Capital Management
Florida
$3K
M
171
MOTCO
Texas
$3K
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$3K
CMA
173
Cedar Mountain Advisors
Oregon
$3K +$2.84K +102 New
AA
174
Argent Advisors
Louisiana
$3K +$3.4K +122 New
AA
175
Advisory Alpha
Michigan
$1.54K +$1.53K +55 New

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.