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SEP

Spectra Engy Parters Lp
SEP

Delisted

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

233 hedge funds and large institutions have $2.04B invested in Spectra Engy Parters Lp in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.87B → $2.04B (+$164M)

1% less call options, than puts

Call options by funds: $7.83M | Put options by funds: $7.94M

8% less funds holding

Funds holding: 253233 (-20)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 51

43% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 95

Holders
233
Holders Change
-20
Holders Change %
-7.91%
% of All Funds
5.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
54
Reduced
95
Closed
51
Calls
$7.83M
Puts
$7.94M
Net Calls
-$114K
Net Calls Change
+$8.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$240M +$12.2M +372,854 +6%
BC
2
Brookfield Corp
Ontario, Canada
$181M +$166M +5,080,103 New
UBS Group
3
UBS Group
Switzerland
$177M +$120M +3,679,823 +278%
EIP
4
Energy Income Partners
Connecticut
$143M -$39.6M -1,215,686 -23%
JP Morgan Chase
5
JP Morgan Chase
New York
$121M +$62.8M +1,925,713 +130%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$103M +$93.1M +2,855,609 +5,812%
Goldman Sachs
7
Goldman Sachs
New York
$98.1M +$76.1M +2,332,595 +534%
KACA
8
Kayne Anderson Capital Advisors
California
$92.2M -$10.9M -334,850 -11%
TCA
9
Tortoise Capital Advisors
Kansas
$88M -$88.9M -2,727,338 -52%
Citigroup
10
Citigroup
New York
$58.7M +$50.1M +1,535,568 +1,261%
ClearBridge Investments
11
ClearBridge Investments
New York
$57.2M -$1.99M -61,012 -4%
SGCM
12
Sand Grove Capital Management
United Kingdom
$41.1M +$38.1M +1,167,114 New
GXMC
13
Global X Management Company
New York
$40.1M +$7.17M +219,824 +24%
Morgan Stanley
14
Morgan Stanley
New York
$38.6M +$7.96M +244,171 +29%
RRAM
15
River Road Asset Management
Kentucky
$30.1M -$3.07M -94,225 -10%
O
16
OppenheimerFunds
New York
$30M -$57.2M -1,754,440 -67%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$27.7M +$2.77M +84,866 +12%
Deutsche Bank
18
Deutsche Bank
Germany
$27.4M +$686K +21,041 +3%
HHAM
19
HITE Hedge Asset Management
Massachusetts
$26.8M +$23.4M +718,288 +1,816%
Stifel Financial
20
Stifel Financial
Missouri
$18.6M -$4.6K -141 -0%
RJA
21
Raymond James & Associates
Florida
$16.7M -$2.17M -66,426 -12%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$15.7M -$1.67M -51,347 -10%
NMIMC
23
Northwestern Mutual Investment Management Company
Wisconsin
$14.8M +$5.41M +166,028 +66%
WHG
24
Westwood Holdings Group
Texas
$14.1M -$40.3K -1,237 -0.3%
TA
25
Tiedemann Advisors
New York
$13.8M -$1.82M -55,795 -13%

SEP Hedge Fund Activity: Q2 2018 in Review

233 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Spectra Engy Parters Lp (SEP) for Q2 2018, worth a combined $2.04B — up 8.7% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of SEP and 34 opened new positions — a net loss of 17 holders — while 95 trimmed existing stakes and 54 added.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $166M. The largest seller was American Century Companies, exiting entirely with an estimated $193M sold.

  • 233 institutional investors held Spectra Engy Parters Lp (SEP) as of Q2 2018, down from 253 in Q1 2018.
  • Funds reported $2.04B of Spectra Engy Parters Lp stock for Q2 2018, up 8.7% quarter-over-quarter.
  • 34 funds opened new Spectra Engy Parters Lp positions in Q2 2018 and 51 closed out, a net change of -17 holders.
  • The largest Spectra Engy Parters Lp buyer in Q2 2018 was Brookfield Corp, an estimated $166M added.
  • The largest Spectra Engy Parters Lp seller in Q2 2018 was American Century Companies, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2018.