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SEP

Spectra Engy Parters Lp
SEP

Delisted

SEP was delisted on the 14th of December, 2018.

142 hedge funds and large institutions have $1.93B invested in Spectra Engy Parters Lp in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

36% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 36

12% more funds holding

Funds holding: 127142 (+15)

6% more capital invested

Capital invested by funds: $1.82B → $1.93B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

60% less call options, than puts

Call options by funds: $7.86M | Put options by funds: $19.5M

Holders
142
Holders Change
+15
Holders Change %
+11.81%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
28
Increased
49
Reduced
36
Closed
11
Calls
$7.86M
Puts
$19.5M
Net Calls
-$11.6M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$482M +$68.5M +1,486,433 +18%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$253M -$4.13M -89,497 -2%
O
3
OppenheimerFunds
New York
$207M -$2.87M -62,233 -1%
ClearBridge Investments
4
ClearBridge Investments
New York
$125M -$1.63M -35,354 -1%
EIP
5
Energy Income Partners
Connecticut
$119M +$6.06M +131,458 +6%
AA
6
ALPS Advisors
Colorado
$118M -$2.92M -63,248 -3%
American Century Companies
7
American Century Companies
Missouri
$113M +$8.42M +182,659 +9%
EGA
8
Eagle Global Advisors
Texas
$81M +$1.11M +24,069 +1%
CCCA
9
Center Coast Capital Advisors
Texas
$65.7M -$16.7M -363,121 -21%
First Trust Advisors
10
First Trust Advisors
Illinois
$41.6M +$39.2M +849,811 New
JP Morgan Chase
11
JP Morgan Chase
New York
$26.8M -$23.1M -501,578 -48%
Nomura Asset Management
12
Nomura Asset Management
Japan
$24.7M -$1.63M -35,354 -7%
CS
13
Credit Suisse
Switzerland
$21.7M +$1.53M +33,212 +8%
Morgan Stanley
14
Morgan Stanley
New York
$17.5M -$6.17M -133,929 -27%
DPIM
15
Duff & Phelps Investment Management
Illinois
$13.1M
U
16
UBS
Switzerland
$11.7M -$23.5M -510,110 -68%
Goldman Sachs
17
Goldman Sachs
New York
$10.8M +$3.14M +68,153 +45%
WHG
18
Westwood Holdings Group
Texas
$10.1M +$9.48M +205,577 New
Cohen & Steers
19
Cohen & Steers
New York
$9.56M
Deutsche Bank
20
Deutsche Bank
Germany
$8.96M -$9.33M -202,476 -53%
STC
21
SEI Trust Company
Pennsylvania
$8.66M +$1.17M +25,306 +17%
PAM
22
PartnerRe Asset Management
Connecticut
$8.57M
MIS
23
Morningstar Investment Services
Illinois
$7.72M +$1.39M +30,055 +24%
Citigroup
24
Citigroup
New York
$7.4M +$6.75M +146,438 +3,058%
HFA
25
Harvest Fund Advisors
Pennsylvania
$7.37M -$53.8M -1,167,918 -89%

SEP Hedge Fund Activity: Q1 2014 in Review

142 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Spectra Engy Parters Lp (SEP) for Q1 2014, worth a combined $1.93B — up 5.9% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SEP positions and 11 closed out — a net gain of 17 holders — while 49 added to existing stakes and 36 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $68.5M. The largest seller was Harvest Fund Advisors, cutting an estimated $53.8M.

  • 142 institutional investors held Spectra Engy Parters Lp (SEP) as of Q1 2014, up from 127 in Q4 2013.
  • Funds reported $1.93B of Spectra Engy Parters Lp stock for Q1 2014, up 5.9% quarter-over-quarter.
  • 28 funds opened new Spectra Engy Parters Lp positions in Q1 2014 and 11 closed out, a net change of +17 holders.
  • The largest Spectra Engy Parters Lp buyer in Q1 2014 was Tortoise Capital Advisors, an estimated $68.5M added.
  • The largest Spectra Engy Parters Lp seller in Q1 2014 was Harvest Fund Advisors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2014.