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NS

NuStar Energy L.P.

Delisted

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

132 hedge funds and large institutions have $1.07B invested in NuStar Energy L.P. in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

798% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $1.46M

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

10% more capital invested

Capital invested by funds: $973M → $1.07B (+$99.2M)

0% more funds holding

Funds holding: 132132 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

Holders
132
Holders Change
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
37
Reduced
29
Closed
17
Calls
$13.1M
Puts
$1.46M
Net Calls
+$11.7M
Net Calls Change
+$8.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$349M -$6.63M -405,449 -2%
AA
2
ALPS Advisors
Colorado
$262M +$4.75M +290,418 +2%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$68.4M +$977K +59,804 +2%
TCA
4
Tortoise Capital Advisors
Kansas
$67.1M -$62.8K -3,842 -0.1%
Goldman Sachs
5
Goldman Sachs
New York
$39.3M -$6.46M -395,509 -15%
ICA
6
Infrastructure Capital Advisors
New York
$35.1M +$350K +21,404 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$30.2M +$190K +11,631 +0.7%
ClearBridge Investments
8
ClearBridge Investments
New York
$25M +$1.36M +83,396 +6%
UBS Group
9
UBS Group
Switzerland
$21.6M -$2.88M -176,502 -12%
Morgan Stanley
10
Morgan Stanley
New York
$16.4M -$2.05M -125,420 -12%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$15.9M -$140K -8,588 -0.9%
AAA
12
Adams Asset Advisors
Texas
$10.7M
BC
13
Brookfield Corp
Ontario, Canada
$9.9M +$9.44M +577,384 New
Blackstone Inc
14
Blackstone Inc
New York
$9.46M +$1.43M +87,608 +19%
FI
15
Fractal Investments
Connecticut
$8.29M +$2.89M +176,616 +58%
Barclays
16
Barclays
United Kingdom
$7.9M -$3.38M -206,924 -31%
KA
17
Kercheville Advisors
Texas
$6.61M +$98 +6 +0%
NIM
18
NXG Investment Management
Texas
$6.56M +$572K +35,015 +10%
Bank of America
19
Bank of America
North Carolina
$6.14M -$2.76M -169,054 -32%
CCA
20
Catalyst Capital Advisors
New York
$4.81M
N
21
Natixis
France
$4.78M
Wells Fargo
22
Wells Fargo
California
$4.48M +$51.3K +3,136 +1%
First Trust Advisors
23
First Trust Advisors
Illinois
$3.73M -$811K -49,645 -19%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.09M +$169K +10,339 +6%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$3.02M +$1.9M +116,347 +195%

NS Hedge Fund Activity: Q2 2023 in Review

132 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q2 2023, worth a combined $1.07B — up 10% from $973M a quarter earlier.

Fund positioning in NS was balanced in Q2 2023: 17 funds opened new positions, 17 closed out, 37 added to existing stakes and 29 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $9.44M. The largest seller was Invesco, cutting an estimated $6.63M.

  • 132 institutional investors held NuStar Energy L.P. (NS) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.07B of NuStar Energy L.P. stock for Q2 2023, up 10% quarter-over-quarter.
  • 17 funds opened new NuStar Energy L.P. positions in Q2 2023 and 17 closed out, a net change of 0 holders.
  • The largest NuStar Energy L.P. buyer in Q2 2023 was Brookfield Corp, an estimated $9.44M added.
  • The largest NuStar Energy L.P. seller in Q2 2023 was Invesco, an estimated $6.63M sold.

Based on aggregated 13F filings for Q2 2023.