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NS

NuStar Energy L.P.

Delisted

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

147 hedge funds and large institutions have $1.52B invested in NuStar Energy L.P. in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more call options, than puts

Call options by funds: $3.49M | Put options by funds: $791K

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $1.39B → $1.52B (+$127M)

7% more funds holding

Funds holding: 138147 (+9)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
42
Reduced
40
Closed
12
Calls
$3.49M
Puts
$791K
Net Calls
+$2.7M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$384M +$241K +13,475 +0.1%
AA
2
ALPS Advisors
Colorado
$371M -$252K -14,123 -0.1%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$114M +$19.4M +1,086,994 +22%
TCA
4
Tortoise Capital Advisors
Kansas
$72.6M +$677K +37,946 +1%
Goldman Sachs
5
Goldman Sachs
New York
$66M +$6.28M +351,608 +11%
JP Morgan Chase
6
JP Morgan Chase
New York
$65.2M +$28.2M +1,576,825 +82%
Blackstone Inc
7
Blackstone Inc
New York
$63.5M +$19.4M +1,084,858 +47%
Morgan Stanley
8
Morgan Stanley
New York
$56.1M +$24M +1,346,120 +81%
ClearBridge Investments
9
ClearBridge Investments
New York
$40.2M
ICA
10
Infrastructure Capital Advisors
New York
$24.7M -$1.35M -75,888 -5%
BC
11
Brookfield Corp
Ontario, Canada
$16.9M -$4.39M -245,832 -21%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$16.4M -$25.4M -1,423,664 -62%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$16.4M -$140K -7,821 -0.9%
MHI
14
Miller Howard Investments
New York
$16M +$8.36M +468,239 +120%
AAA
15
Adams Asset Advisors
Texas
$12.6M
FI
16
Fractal Investments
Connecticut
$12M
UBS Group
17
UBS Group
Switzerland
$11.8M -$9.05M -506,884 -44%
Bank of America
18
Bank of America
North Carolina
$9.86M -$7.93M -444,360 -46%
Barclays
19
Barclays
United Kingdom
$9.84M +$7.05M +394,719 +299%
Wells Fargo
20
Wells Fargo
California
$9.65M +$3.41M +190,832 +59%
Jennison Associates
21
Jennison Associates
New York
$8.5M +$8.12M +454,842 New
KA
22
Kercheville Advisors
Texas
$7.2M -$89.2K -4,995 -1%
EGA
23
Eagle Global Advisors
Texas
$6.59M -$14.1M -790,700 -69%
Nomura Holdings
24
Nomura Holdings
Japan
$6.35M +$266K +14,900 +5%
CCA
25
Catalyst Capital Advisors
New York
$5.25M

NS Hedge Fund Activity: Q4 2023 in Review

147 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NuStar Energy L.P. (NS) for Q4 2023, worth a combined $1.52B — up 9.1% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NS positions and 12 closed out — a net gain of 10 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $28.2M. The largest seller was CIBC Private Wealth Group, cutting an estimated $25.4M.

  • 147 institutional investors held NuStar Energy L.P. (NS) as of Q4 2023, up from 138 in Q3 2023.
  • Funds reported $1.52B of NuStar Energy L.P. stock for Q4 2023, up 9.1% quarter-over-quarter.
  • 22 funds opened new NuStar Energy L.P. positions in Q4 2023 and 12 closed out, a net change of +10 holders.
  • The largest NuStar Energy L.P. buyer in Q4 2023 was JP Morgan Chase, an estimated $28.2M added.
  • The largest NuStar Energy L.P. seller in Q4 2023 was CIBC Private Wealth Group, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2023.