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NS

NuStar Energy L.P.

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 22 (0)

3% less funds holding

Funds holding: 169164 (-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

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
34
Reduced
49
Closed
18
Calls
$30.4M
Puts
$6.62M
Net Calls
+$23.8M
Net Calls Change
+$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$351M +$12.6M +488,260 +4%
HFA
2
Harvest Fund Advisors
Pennsylvania
$316M +$31.4M +1,214,598 +12%
AA
3
ALPS Advisors
Colorado
$249M -$11.3M -438,034 -5%
BC
4
Brookfield Corp
Ontario, Canada
$206M -$1.69M -65,156 -0.8%
Goldman Sachs
5
Goldman Sachs
New York
$120M +$10.9M +420,331 +10%
TCA
6
Tortoise Capital Advisors
Kansas
$109M +$18M +695,712 +21%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$76.9M +$3.64M +140,519 +5%
UBS Group
8
UBS Group
Switzerland
$44.9M +$12.1M +465,926 +39%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$43.1M +$6.77M +261,781 +20%
ClearBridge Investments
10
ClearBridge Investments
New York
$37.8M
Wells Fargo
11
Wells Fargo
California
$27.6M +$614K +23,736 +2%
COPPSERS
12
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$27.4M +$2.56M +98,952 +11%
NIM
13
NXG Investment Management
Texas
$26.2M -$11.1M -428,475 -31%
Morgan Stanley
14
Morgan Stanley
New York
$17.7M -$4.05M -156,563 -19%
Allianz Asset Management
15
Allianz Asset Management
Germany
$14.3M +$13.7M +530,000 New
ICA
16
Infrastructure Capital Advisors
New York
$10.8M +$71K +2,746 +0.7%
Bank of America
17
Bank of America
North Carolina
$10.4M +$2.64M +102,170 +36%
JP Morgan Chase
18
JP Morgan Chase
New York
$8.3M -$13.1M -506,523 -62%
AAA
19
Adams Asset Advisors
Texas
$8.14M
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$8.12M -$8.13M -314,137 -51%
MERSOM
21
Municipal Employees' Retirement System of Michigan
Michigan
$7.2M +$578K +22,350 +9%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$6.72M
AR
23
Advisory Research
Illinois
$6.41M +$173K +6,670 +3%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$5.86M +$1.12M +43,231 +25%
DPIM
25
Duff & Phelps Investment Management
Illinois
$5.65M

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.