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SEP

Spectra Engy Parters Lp
SEP

Delisted

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

253 hedge funds and large institutions have $1.87B invested in Spectra Engy Parters Lp in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 77

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

2% less funds holding

Funds holding: 257253 (-4)

27% less capital invested

Capital invested by funds: $2.55B → $1.87B (-$681M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

69% less call options, than puts

Call options by funds: $3.73M | Put options by funds: $12M

Holders
253
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
5.8%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
33
Increased
91
Reduced
77
Closed
33
Calls
$3.73M
Puts
$12M
Net Calls
-$8.26M
Net Calls Change
-$4.07M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$216M -$10.3M -258,847 -4%
American Century Companies
2
American Century Companies
Missouri
$193M +$21.7M +543,050 +10%
EIP
3
Energy Income Partners
Connecticut
$177M -$7.09M -177,528 -3%
TCA
4
Tortoise Capital Advisors
Kansas
$175M -$37.6M -940,860 -15%
KACA
5
Kayne Anderson Capital Advisors
California
$98.8M -$17.9M -449,300 -13%
O
6
OppenheimerFunds
New York
$87.5M +$11.4M +286,743 +12%
HFA
7
Harvest Fund Advisors
Pennsylvania
$63.6M +$75.5M +1,890,145 New
ClearBridge Investments
8
ClearBridge Investments
New York
$56.4M +$33.9M +850,012 +103%
HCM
9
Hamlin Capital Management
New York
$53M +$2.29M +57,335 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$50M -$10.3M -257,675 -15%
UBS Group
11
UBS Group
Switzerland
$44.5M +$6.71M +168,165 +15%
RRAM
12
River Road Asset Management
Kentucky
$31.7M -$2.55M -63,844 -6%
GXMC
13
Global X Management Company
New York
$30.7M +$6.45M +161,653 +22%
Morgan Stanley
14
Morgan Stanley
New York
$28.5M +$7.7M +192,913 +30%
Deutsche Bank
15
Deutsche Bank
Germany
$25.4M -$1.74M -43,550 -5%
PR
16
Payden & Rygel
California
$24.2M +$2.44M +61,160 +9%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$23.4M +$16K +400 +0.1%
RJA
18
Raymond James & Associates
Florida
$18.1M -$1.11M -27,867 -5%
Stifel Financial
19
Stifel Financial
Missouri
$17.7M -$476K -11,915 -2%
MF
20
Magnetar Financial
Illinois
$17M -$71.3M -1,785,640 -78%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$16.6M -$10.8M -271,520 -36%
DAC
22
Dividend Assets Capital
South Carolina
$15.2M +$82K +2,053 +0.5%
TA
23
Tiedemann Advisors
New York
$15M +$2.84M +71,076 +19%
Goldman Sachs
24
Goldman Sachs
New York
$14.7M -$31M -775,870 -64%
WHG
25
Westwood Holdings Group
Texas
$13.4M +$2.39M +59,739 +18%

SEP Hedge Fund Activity: Q1 2018 in Review

253 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Spectra Engy Parters Lp (SEP) for Q1 2018, worth a combined $1.87B — down 27% from $2.55B a quarter earlier.

Fund positioning in SEP was balanced in Q1 2018: 33 funds opened new positions, 33 closed out, 91 added to existing stakes and 77 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $33.9M. The largest seller was Blackstone Inc, exiting entirely with an estimated $79.6M sold.

  • 253 institutional investors held Spectra Engy Parters Lp (SEP) as of Q1 2018, down from 257 in Q4 2017.
  • Funds reported $1.87B of Spectra Engy Parters Lp stock for Q1 2018, down 27% quarter-over-quarter.
  • 33 funds opened new Spectra Engy Parters Lp positions in Q1 2018 and 33 closed out, a net change of 0 holders.
  • The largest Spectra Engy Parters Lp buyer in Q1 2018 was ClearBridge Investments, an estimated $33.9M added.
  • The largest Spectra Engy Parters Lp seller in Q1 2018 was Blackstone Inc, an estimated $79.6M sold.

Based on aggregated 13F filings for Q1 2018.