We are live on ! Find out more
NS

NuStar Energy L.P.

Delisted

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

139 hedge funds and large institutions have $994M invested in NuStar Energy L.P. in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

574% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $934K

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

18% more capital invested

Capital invested by funds: $842M → $994M (+$152M)

3% more funds holding

Funds holding: 135139 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
139
Holders Change
+4
Holders Change %
+2.96%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
35
Reduced
36
Closed
15
Calls
$6.29M
Puts
$934K
Net Calls
+$5.36M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$331M +$21.1M +1,359,410 +7%
AA
2
ALPS Advisors
Colorado
$238M +$10M +643,843 +5%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$69M +$3.11M +200,098 +5%
TCA
4
Tortoise Capital Advisors
Kansas
$64.5M -$1.96M -126,282 -3%
ICA
5
Infrastructure Capital Advisors
New York
$33.1M -$1.49M -96,106 -4%
Goldman Sachs
6
Goldman Sachs
New York
$27.9M +$934K +60,017 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$24.6M -$7.07M -454,801 -23%
Morgan Stanley
8
Morgan Stanley
New York
$19.8M -$15.4M -992,906 -45%
UBS Group
9
UBS Group
Switzerland
$19M -$3.24M -208,192 -15%
ClearBridge Investments
10
ClearBridge Investments
New York
$19M +$3.05M +196,000 +20%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$14.9M +$6.26M +402,416 +76%
Deutsche Bank
12
Deutsche Bank
Germany
$11.5M -$2.15M -138,406 -16%
AAA
13
Adams Asset Advisors
Texas
$10M +$31.2K +2,005 +0.3%
Blackstone Inc
14
Blackstone Inc
New York
$9.96M -$2.26M -145,424 -19%
Barclays
15
Barclays
United Kingdom
$9M -$3.22M -206,947 -27%
NIM
16
NXG Investment Management
Texas
$8.94M -$1.94M -125,000 -18%
N
17
Natixis
France
$8.93M +$163K +10,500 +2%
KA
18
Kercheville Advisors
Texas
$6.17M -$62.1K -3,995 -1%
Bank of America
19
Bank of America
North Carolina
$5.37M -$806K -51,842 -13%
FI
20
Fractal Investments
Connecticut
$4.91M
First Trust Advisors
21
First Trust Advisors
Illinois
$4.62M -$262K -16,821 -6%
CCA
22
Catalyst Capital Advisors
New York
$4.52M
Wells Fargo
23
Wells Fargo
California
$4.42M -$1.45M -92,939 -25%
TIS
24
Tortoise Index Solutions
Kansas
$3.63M +$423K +27,187 +29%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.64M +$64.2K +4,124 +3%

NS Hedge Fund Activity: Q4 2022 in Review

139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q4 2022, worth a combined $994M — up 18% from $842M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NS positions and 15 closed out — a net gain of 8 holders — while 35 added to existing stakes and 36 trimmed.

The largest buyer was Invesco, adding an estimated $21.1M. The largest seller was Morgan Stanley, cutting an estimated $15.4M.

  • 139 institutional investors held NuStar Energy L.P. (NS) as of Q4 2022, up from 135 in Q3 2022.
  • Funds reported $994M of NuStar Energy L.P. stock for Q4 2022, up 18% quarter-over-quarter.
  • 23 funds opened new NuStar Energy L.P. positions in Q4 2022 and 15 closed out, a net change of +8 holders.
  • The largest NuStar Energy L.P. buyer in Q4 2022 was Invesco, an estimated $21.1M added.
  • The largest NuStar Energy L.P. seller in Q4 2022 was Morgan Stanley, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2022.