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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
Morgan Stanley
1
Morgan Stanley
New York
$120M -$3.31M -83,174 -3%
Deutsche Bank
2
Deutsche Bank
Germany
$84.5M +$12.1M +304,329 +19%
HMC
3
Harvard Management Company
Massachusetts
$44.6M +$40.1M +1,007,521 New
WIC
4
Water Island Capital
New York
$40.4M +$36.4M +913,478 New
U
5
UBS
Switzerland
$38.4M -$21M -526,833 -38%
JP Morgan Chase
6
JP Morgan Chase
New York
$20.2M +$8.64M +216,980 +90%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$20.2M -$3.06M -76,850 -14%
CS
8
Credit Suisse
Switzerland
$17.2M -$7.55M -189,506 -33%
Allianz Asset Management
9
Allianz Asset Management
Germany
$14.5M +$13M +327,230 New
TCA
10
Tortoise Capital Advisors
Kansas
$12.9M
Citigroup
11
Citigroup
New York
$12.4M +$750K +18,840 +7%
CPM
12
Chesapeake Partners Management
Maryland
$12.3M +$1.5M +37,583 +16%
Barclays
13
Barclays
United Kingdom
$11.6M +$10.5M +263,989 +37,552%
IMS
14
Index Management Solutions
Pennsylvania
$8.61M +$7.75M +194,591 New
TT
15
Tiedemann Trust
Delaware
$8.34M +$75.7K +1,900 +1%
GC
16
Guggenheim Capital
Illinois
$6.64M +$579K +14,538 +11%
AC
17
Avenir Corporation
Virginia
$4.67M -$2.42M -60,750 -37%
Goldman Sachs
18
Goldman Sachs
New York
$4.44M
IG
19
ING Group
Netherlands
$3.76M +$3.39M +85,000 New
TAM
20
Tocqueville Asset Management
New York
$3.22M -$443K -11,115 -13%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$2.99M +$259K +6,500 +11%
STIA
22
Stone Toro Investment Advisers
New Jersey
$2.65M +$2.39M +60,000 New
HM
23
Harvest Management
New York
$2.5M +$219K +5,500 +11%
BIC
24
Beach Investment Counsel
Pennsylvania
$2.38M -$2.63M -66,165 -55%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.68M -$471K -11,823 -24%

PSE Hedge Fund Activity: Q3 2013 in Review

73 of the 3,084 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.