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PNG

PAA NATURAL GAS STORAGE, L.P. COM UNIT LTD PARTNERSHIP
PNG

Delisted

PNG was delisted on the 31st of December, 2013.

70 hedge funds and large institutions have $443M invested in PAA NATURAL GAS STORAGE, L.P. COM UNIT LTD PARTNERSHIP in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

507% more call options, than puts

Call options by funds: $589K | Put options by funds: $97K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% less capital invested

Capital invested by funds: $469M → $443M (-$25.9M)

10% less funds holding

Funds holding: 7870 (-8)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
12
Increased
16
Reduced
24
Closed
20
Calls
$589K
Puts
$97K
Net Calls
+$492K
Net Calls Change
+$793K
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1
Perkins Investment Management
Illinois
$58.3M +$27.2M +1,199,457 +90%
Morgan Stanley
2
Morgan Stanley
New York
$53.9M +$13.9M +614,553 +36%
ClearBridge Investments
3
ClearBridge Investments
New York
$45.8M +$487K +21,500 +1%
EGA
4
Eagle Global Advisors
Texas
$40.7M -$9.82M -433,531 -20%
Citigroup
5
Citigroup
New York
$34.8M +$20.5M +906,117 +149%
U
6
UBS
Switzerland
$32.9M +$15.5M +685,559 +92%
WCMNY
7
Westchester Capital Management (New York)
New York
$26.1M +$25.7M +1,135,175 New
O
8
OppenheimerFunds
New York
$23.4M -$9.11M -402,431 -28%
CS
9
Credit Suisse
Switzerland
$21.8M -$2.3M -101,807 -10%
NMM
10
NGP MR Management
Texas
$13.3M +$13.1M +579,997 New
Barclays
11
Barclays
United Kingdom
$10.9M +$10.3M +454,280 +2,275%
JP Morgan Chase
12
JP Morgan Chase
New York
$10.4M +$5.52M +243,812 +117%
RA
13
RR Advisors
Texas
$9.48M -$475K -21,000 -5%
NC
14
Nicholas Company
Wisconsin
$6.61M -$28.3K -1,250 -0.4%
TC
15
Tetrad Corporation
Nebraska
$5.52M
GLAM
16
Gardner Lewis Asset Management
Pennsylvania
$4.58M +$4.51M +199,362 New
BC
17
Brookfield Corp
Ontario, Canada
$4.01M
KACA
18
Kayne Anderson Capital Advisors
California
$3.66M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.48M +$3.39M +149,889 +12,491%
BCA
20
Burren Capital Advisors
Gibraltar
$2.95M +$249K +10,986 +9%
SCM
21
Samson Capital Management
Kansas
$2.87M -$19K -840 -0.7%
IG
22
ING Group
Netherlands
$2.3M -$17.5M -773,000 -89%
NCM
23
Novare Capital Management
North Carolina
$2.11M
ADMI
24
Albert D. Mason Inc
Massachusetts
$1.88M -$3.32M -146,605 -64%
GC
25
Guggenheim Capital
Illinois
$1.74M +$1.14M +50,159 +198%

PNG Hedge Fund Activity: Q4 2013 in Review

70 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in PAA NATURAL GAS STORAGE, L.P. COM UNIT LTD PARTNERSHIP (PNG) for Q4 2013, worth a combined $443M — down 5.5% from $469M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PNG and 12 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 16 added.

The largest buyer was Perkins Investment Management, adding an estimated $27.2M. The largest seller was Janus Henderson Investors US, exiting entirely with an estimated $41.3M sold.

  • 70 institutional investors held PAA NATURAL GAS STORAGE, L.P. COM UNIT LTD PARTNERSHIP (PNG) as of Q4 2013, down from 78 in Q3 2013.
  • Funds reported $443M of PAA NATURAL GAS STORAGE, L.P. COM UNIT LTD PARTNERSHIP stock for Q4 2013, down 5.5% quarter-over-quarter.
  • 12 funds opened new PAA NATURAL GAS STORAGE, L.P. COM UNIT LTD PARTNERSHIP positions in Q4 2013 and 20 closed out, a net change of -8 holders.
  • The largest PAA NATURAL GAS STORAGE, L.P. COM UNIT LTD PARTNERSHIP buyer in Q4 2013 was Perkins Investment Management, an estimated $27.2M added.
  • The largest PAA NATURAL GAS STORAGE, L.P. COM UNIT LTD PARTNERSHIP seller in Q4 2013 was Janus Henderson Investors US, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2013.