NuStar Energy L.P.
NS was delisted on the 2nd of May, 2024.
164 hedge funds and large institutions have $1.83B invested in NuStar Energy L.P. in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 18 closing their positions.
360% more call options, than puts
Call options by funds: $30.4M | Put options by funds: $6.62M
32% more capital invested
Capital invested by funds: $1.38B → $1.83B (+$443M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 169 → 164 (-5)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
31% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
+$31.4M |
| 2 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$18M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$13.7M |
| 4 |
O
OppenheimerFunds
New York
|
+$12.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$13.1M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
-$11.3M |
| 3 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$11.1M |
| 4 |
VEA
Virtus ETF Advisers
New York
|
-$8.2M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$8.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAS
176
INR Advisory Services
Media,
Pennsylvania
| – | -$13K | -636 | Closed |
|
177
Walleye Trading
New York
| – | -$11.6K | -448 | Closed |
|
|
AIC
178
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$6K | -307 | Closed |
|
|
CC
179
Claybrook Capital
Wellesley,
Massachusetts
| – | -$6K | -300 | Closed |
|
|
WDL
180
Well Done LLC
Holland,
Michigan
| – | -$6K | -300 | Closed |
|
|
DWM
181
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$5K | -220 | Closed |
|
|
HI
182
Hudock Inc
Williamsport,
Pennsylvania
| – | -$4K | -210 | Closed |
|
|
AWMS
183
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$2K | -100 | Closed |
|
|
CB
184
Community Bank
Dewitt,
New York
| – | -$2K | -73 | Closed |
|
|
CG
185
Cutler Group
San Francisco,
California
| – | -$285 | -11 | Closed |
|
186
Fidelity Investments
Boston,
Massachusetts
| – | -$52 | -2 | -67% |
|
NS Hedge Fund Activity: Q1 2019 in Review
164 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q1 2019, worth a combined $1.83B — up 32% from $1.38B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of NS and 16 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 34 added.
The largest buyer was Harvest Fund Advisors, adding an estimated $31.4M. The largest seller was JP Morgan Chase, cutting an estimated $13.1M.
- 164 institutional investors held NuStar Energy L.P. (NS) as of Q1 2019, down from 169 in Q4 2018.
- Funds reported $1.83B of NuStar Energy L.P. stock for Q1 2019, up 32% quarter-over-quarter.
- 16 funds opened new NuStar Energy L.P. positions in Q1 2019 and 18 closed out, a net change of -2 holders.
- The largest NuStar Energy L.P. buyer in Q1 2019 was Harvest Fund Advisors, an estimated $31.4M added.
- The largest NuStar Energy L.P. seller in Q1 2019 was JP Morgan Chase, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2019.