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NS

NuStar Energy L.P.

Delisted

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

182 hedge funds and large institutions have $1.74B invested in NuStar Energy L.P. in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

97% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 29

95% more call options, than puts

Call options by funds: $14M | Put options by funds: $7.19M

54% more capital invested

Capital invested by funds: $1.13B → $1.74B (+$612M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more funds holding

Funds holding: 161182 (+21)

Holders
182
Holders Change
+21
Holders Change %
+13.04%
% of All Funds
4.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
44
Increased
57
Reduced
29
Closed
19
Calls
$14M
Puts
$7.19M
Net Calls
+$6.8M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$328M +$76.2M +2,873,964 +32%
HFA
2
Harvest Fund Advisors
Pennsylvania
$245M +$107M +4,021,664 +84%
AA
3
ALPS Advisors
Colorado
$240M +$54.5M +2,057,744 +31%
BC
4
Brookfield Corp
Ontario, Canada
$212M -$13M -492,043 -6%
Goldman Sachs
5
Goldman Sachs
New York
$105M +$525K +19,828 +0.5%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$84.3M +$62.3M +2,352,353 +345%
TCA
7
Tortoise Capital Advisors
Kansas
$81.1M +$12.2M +461,705 +19%
UBS Group
8
UBS Group
Switzerland
$48.5M +$23.9M +902,699 +107%
ClearBridge Investments
9
ClearBridge Investments
New York
$39M
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$36M +$34.3M +1,296,207 New
Wells Fargo
11
Wells Fargo
California
$30M +$10.3M +390,228 +57%
COPPSERS
12
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.3M +$9.6M +362,300 +71%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$23.8M +$247K +9,330 +1%
NIM
14
NXG Investment Management
Texas
$22.2M -$15.9M -600,000 -43%
JP Morgan Chase
15
JP Morgan Chase
New York
$16.9M -$24.3M -916,378 -60%
Bank of America
16
Bank of America
North Carolina
$13.1M +$2.66M +100,270 +27%
Morgan Stanley
17
Morgan Stanley
New York
$12.1M -$4.39M -165,855 -28%
Deutsche Bank
18
Deutsche Bank
Germany
$10.3M -$2.25M -84,761 -19%
ICA
19
Infrastructure Capital Advisors
New York
$9.43M +$8.31M +313,598 +2,073%
VEA
20
Virtus ETF Advisers
New York
$9.14M +$8.71M +328,723 New
AAA
21
Adams Asset Advisors
Texas
$9.06M +$499K +18,847 +6%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$8.86M -$4.1M -154,763 -33%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$6.95M
AR
24
Advisory Research
Illinois
$6.46M +$6.16M +232,455 New
CS
25
Credit Suisse
Switzerland
$5.6M +$4.58M +173,024 +606%

NS Hedge Fund Activity: Q3 2018 in Review

182 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q3 2018, worth a combined $1.74B — up 54% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new NS positions and 19 closed out — a net gain of 25 holders — while 57 added to existing stakes and 29 trimmed.

The largest buyer was Harvest Fund Advisors, adding an estimated $107M. The largest seller was JP Morgan Chase, cutting an estimated $24.3M.

  • 182 institutional investors held NuStar Energy L.P. (NS) as of Q3 2018, up from 161 in Q2 2018.
  • Funds reported $1.74B of NuStar Energy L.P. stock for Q3 2018, up 54% quarter-over-quarter.
  • 44 funds opened new NuStar Energy L.P. positions in Q3 2018 and 19 closed out, a net change of +25 holders.
  • The largest NuStar Energy L.P. buyer in Q3 2018 was Harvest Fund Advisors, an estimated $107M added.
  • The largest NuStar Energy L.P. seller in Q3 2018 was JP Morgan Chase, an estimated $24.3M sold.

Based on aggregated 13F filings for Q3 2018.