We are live on ! Find out more
NS

NuStar Energy L.P.

Delisted

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

169 hedge funds and large institutions have $1.38B invested in NuStar Energy L.P. in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 32 increasing their positions, 54 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less call options, than puts

Call options by funds: $3.83M | Put options by funds: $4.11M

7% less funds holding

Funds holding: 182169 (-13)

21% less capital invested

Capital invested by funds: $1.74B → $1.38B (-$358M)

30% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 40

41% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 54

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
169
Holders Change
-13
Holders Change %
-7.14%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
28
Increased
32
Reduced
54
Closed
40
Calls
$3.83M
Puts
$4.11M
Net Calls
-$288K
Net Calls Change
-$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$263M +$18.8M +767,152 +7%
HFA
2
Harvest Fund Advisors
Pennsylvania
$220M +$41.9M +1,712,890 +19%
AA
3
ALPS Advisors
Colorado
$203M +$26.6M +1,086,750 +13%
BC
4
Brookfield Corp
Ontario, Canada
$161M +$1.87M +76,523 +1%
Goldman Sachs
5
Goldman Sachs
New York
$84.4M +$5.92M +241,996 +6%
TCA
6
Tortoise Capital Advisors
Kansas
$69.9M +$10.3M +421,881 +14%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$56.9M -$7.73M -316,198 -10%
ClearBridge Investments
8
ClearBridge Investments
New York
$29.4M
NIM
9
NXG Investment Management
Texas
$29.4M +$14.8M +603,475 +75%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$28M +$1.05M +43,004 +3%
UBS Group
11
UBS Group
Switzerland
$25.2M -$13.2M -538,194 -31%
Wells Fargo
12
Wells Fargo
California
$21M -$1.9M -77,509 -7%
COPPSERS
13
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.3M +$1.15M +47,038 +5%
JP Morgan Chase
14
JP Morgan Chase
New York
$17.1M +$5.1M +208,383 +34%
Morgan Stanley
15
Morgan Stanley
New York
$17M +$9.3M +380,333 +88%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$12.9M -$5.88M -240,290 -28%
ICA
17
Infrastructure Capital Advisors
New York
$8.2M +$1.54M +62,810 +19%
VEA
18
Virtus ETF Advisers
New York
$8.2M +$1.54M +62,810 +19%
AAA
19
Adams Asset Advisors
Texas
$6.34M -$560K -22,903 -7%
Bank of America
20
Bank of America
North Carolina
$5.94M -$4.56M -186,437 -40%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$5.23M
MERSOM
22
Municipal Employees' Retirement System of Michigan
Michigan
$5.14M +$6M +245,460 New
AR
23
Advisory Research
Illinois
$4.85M -$15.4K -630 -0.3%
PWPCM
24
Perella Weinberg Partners Capital Management
New York
$4.56M +$5.33M +217,751 New
DPIM
25
Duff & Phelps Investment Management
Illinois
$4.39M +$489K +20,000 +11%

NS Hedge Fund Activity: Q4 2018 in Review

169 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q4 2018, worth a combined $1.38B — down 21% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of NS and 28 opened new positions — a net loss of 12 holders — while 54 trimmed existing stakes and 32 added.

The largest buyer was Harvest Fund Advisors, adding an estimated $41.9M. The largest seller was UBS Group, cutting an estimated $13.2M.

  • 169 institutional investors held NuStar Energy L.P. (NS) as of Q4 2018, down from 182 in Q3 2018.
  • Funds reported $1.38B of NuStar Energy L.P. stock for Q4 2018, down 21% quarter-over-quarter.
  • 28 funds opened new NuStar Energy L.P. positions in Q4 2018 and 40 closed out, a net change of -12 holders.
  • The largest NuStar Energy L.P. buyer in Q4 2018 was Harvest Fund Advisors, an estimated $41.9M added.
  • The largest NuStar Energy L.P. seller in Q4 2018 was UBS Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2018.