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NS

NuStar Energy L.P.

Delisted

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

154 hedge funds and large institutions have $896M invested in NuStar Energy L.P. in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $7.33M | Put options by funds: $2.2M

63% more capital invested

Capital invested by funds: $549M → $896M (+$346M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

3% less funds holding

Funds holding: 158154 (-4)

27% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 51

Holders
154
Holders Change
-4
Holders Change %
-2.53%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
37
Reduced
51
Closed
23
Calls
$7.33M
Puts
$2.2M
Net Calls
+$5.12M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$172M -$9.44M -709,563 -6%
Invesco
2
Invesco
Georgia
$165M +$16M +1,199,038 +12%
TCA
3
Tortoise Capital Advisors
Kansas
$82.3M -$5.51M -414,082 -7%
JP Morgan Chase
4
JP Morgan Chase
New York
$49.3M +$13.6M +1,018,369 +42%
Morgan Stanley
5
Morgan Stanley
New York
$45.5M +$9.51M +714,551 +29%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$37.4M +$8.59M +645,306 +33%
UBS Group
7
UBS Group
Switzerland
$27.8M -$2.58M -193,710 -9%
Goldman Sachs
8
Goldman Sachs
New York
$26.5M +$614K +46,122 +3%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$24.6M +$17.5M +1,313,108 +263%
Blackstone Inc
10
Blackstone Inc
New York
$22.5M +$21M +1,574,564 New
Neuberger Berman Group
11
Neuberger Berman Group
New York
$21M -$1.06M -80,002 -5%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$17.8M -$14M -1,050,569 -46%
ZP
13
Zimmer Partners
New York
$17.2M +$16M +1,204,121 New
ICA
14
Infrastructure Capital Advisors
New York
$16.3M -$1.77M -133,374 -10%
SCA
15
Salient Capital Advisors
Texas
$14M +$13M +979,943 New
Citigroup
16
Citigroup
New York
$12.7M +$7.24M +543,774 +156%
BC
17
Brookfield Corp
Ontario, Canada
$10.6M +$9.88M +742,234 New
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$10.3M -$895K -67,291 -9%
EGA
19
Eagle Global Advisors
Texas
$9.99M -$4.3M -323,457 -32%
ClearBridge Investments
20
ClearBridge Investments
New York
$8.3M -$14.8K -1,110 -0.2%
PPA
21
Parametric Portfolio Associates
Washington
$7.33M -$173K -12,983 -2%
Cohen & Steers
22
Cohen & Steers
New York
$6.92M +$148K +11,105 +2%
COPPSERS
23
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.32M -$1.55M -116,720 -21%
BL
24
Bleichroeder LP
New York
$6.22M
NIM
25
NXG Investment Management
Texas
$6.07M -$5.39K -405 -0.1%

NS Hedge Fund Activity: Q2 2020 in Review

154 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q2 2020, worth a combined $896M — up 63% from $549M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of NS and 21 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 37 added.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $21M. The largest seller was CIBC Private Wealth Group, cutting an estimated $14M.

  • 154 institutional investors held NuStar Energy L.P. (NS) as of Q2 2020, down from 158 in Q1 2020.
  • Funds reported $896M of NuStar Energy L.P. stock for Q2 2020, up 63% quarter-over-quarter.
  • 21 funds opened new NuStar Energy L.P. positions in Q2 2020 and 23 closed out, a net change of -2 holders.
  • The largest NuStar Energy L.P. buyer in Q2 2020 was Blackstone Inc, an estimated $21M added.
  • The largest NuStar Energy L.P. seller in Q2 2020 was CIBC Private Wealth Group, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2020.