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PSE

PIONEER SOUTHWEST ENERGY PARTNERS LP
PSE

Delisted

PSE was delisted on the 17th of December, 2013.

73 hedge funds and large institutions have $521M invested in PIONEER SOUTHWEST ENERGY PARTNERS LP in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $2.87M | Put options by funds: $1.57M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more capital invested

Capital invested by funds: $361M → $521M (+$160M)

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

4% more funds holding

Funds holding: 7073 (+3)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
18
Increased
18
Reduced
18
Closed
14
Calls
$2.87M
Puts
$1.57M
Net Calls
+$1.29M
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
51
National Planning Corporation
California
$211K +$184K +4,618 New
TA
52
Tiedemann Advisors
New York
$203K -$84.8K -2,130 -32%
WIL
53
Winifred I. Li
$152K -$142K -3,556 -51%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$98K +$31.9K +800 +57%
AllianceBernstein
55
AllianceBernstein
Tennessee
$85K +$76.5K +1,920 New
IA
56
IndexIQ Advisors
New York
$62K +$55.8K +1,401 New
US Bancorp
57
US Bancorp
Minnesota
$60K
AWMS
58
Advocacy Wealth Management Services
Georgia
$54K
First Manhattan
59
First Manhattan
New York
$44K
BPBT
60
Boston Private Bank & Trust
Massachusetts
$35K +$3.98K +100 +14%
EWM
61
Evercore Wealth Management
New York
$27K
Creative Planning
62
Creative Planning
Kansas
$25K
WRM
63
Westport Resources Management
Connecticut
$24K
EWM
64
Elite Wealth Management
Washington
$22K +$19.9K +500 New
Ameriprise
65
Ameriprise
Minnesota
$18K +$15.9K +400 New
AA
66
Apriem Advisors
California
$13K
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$9K
FA
68
Financial Advantage
Maryland
$9K
LFR
69
Lehman Financial Resources
Pennsylvania
$9K
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$7K
TFA
71
Transamerica Financial Advisors
Florida
$7K
OFG
72
OTA Financial Group
New York
$1.23K +$1.11M +27,760 New
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52
VOAM
74
Vertex One Asset Management
British Columbia, Canada
-$8.66M -252,738 Closed
MF
75
Magnetar Financial
Illinois
-$6.47M -188,900 Closed

PSE Hedge Fund Activity: Q3 2013 in Review

73 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in PIONEER SOUTHWEST ENERGY PARTNERS LP (PSE) for Q3 2013, worth a combined $521M — up 44% from $361M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSE positions and 14 closed out — a net gain of 4 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Harvard Management Company, opening a new position worth an estimated $40.1M. The largest seller was UBS, cutting an estimated $21M.

  • 73 institutional investors held PIONEER SOUTHWEST ENERGY PARTNERS LP (PSE) as of Q3 2013, up from 70 in Q2 2013.
  • Funds reported $521M of PIONEER SOUTHWEST ENERGY PARTNERS LP stock for Q3 2013, up 44% quarter-over-quarter.
  • 18 funds opened new PIONEER SOUTHWEST ENERGY PARTNERS LP positions in Q3 2013 and 14 closed out, a net change of +4 holders.
  • The largest PIONEER SOUTHWEST ENERGY PARTNERS LP buyer in Q3 2013 was Harvard Management Company, an estimated $40.1M added.
  • The largest PIONEER SOUTHWEST ENERGY PARTNERS LP seller in Q3 2013 was UBS, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2013.