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SEP

Spectra Engy Parters Lp
SEP

Delisted

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

225 hedge funds and large institutions have $2.09B invested in Spectra Engy Parters Lp in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 80 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $3.49M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% more capital invested

Capital invested by funds: $2.04B → $2.09B (+$50.8M)

3% less funds holding

Funds holding: 233225 (-8)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 80

Holders
225
Holders Change
-8
Holders Change %
-3.43%
% of All Funds
5.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
36
Increased
54
Reduced
80
Closed
40
Calls
$14.3M
Puts
$3.49M
Net Calls
+$10.8M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$257M +$15.6M +421,538 +6%
UBS Group
2
UBS Group
Switzerland
$216M +$38.9M +1,052,106 +21%
BC
3
Brookfield Corp
Ontario, Canada
$193M +$11.8M +319,026 +6%
JP Morgan Chase
4
JP Morgan Chase
New York
$150M +$29.4M +794,242 +23%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$124M +$20.6M +557,354 +19%
TCA
6
Tortoise Capital Advisors
Kansas
$103M +$15.1M +408,816 +16%
KACA
7
Kayne Anderson Capital Advisors
California
$98.8M +$6.02M +162,500 +6%
Citigroup
8
Citigroup
New York
$96.3M +$38.4M +1,038,251 +63%
Goldman Sachs
9
Goldman Sachs
New York
$89.8M -$9.43M -254,813 -9%
Morgan Stanley
10
Morgan Stanley
New York
$59.4M +$21.2M +572,577 +53%
ClearBridge Investments
11
ClearBridge Investments
New York
$53.8M -$3.97M -107,216 -7%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$43.3M +$44.9M +1,213,537 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$37.9M +$10.3M +278,984 +36%
EIP
14
Energy Income Partners
Connecticut
$34.3M -$114M -3,087,050 -76%
O
15
OppenheimerFunds
New York
$30.2M -$114K -3,080 -0.4%
FTCM
16
First Trust Capital Management
Illinois
$29.8M +$30.9M +835,361 New
RRAM
17
River Road Asset Management
Kentucky
$26.9M -$3.52M -95,189 -11%
Deutsche Bank
18
Deutsche Bank
Germany
$19.4M -$8.55M -231,008 -30%
WIC
19
Water Island Capital
New York
$19.2M +$19.9M +536,918 New
Stifel Financial
20
Stifel Financial
Missouri
$19.1M +$325K +8,774 +2%
AGM
21
Alpine Global Management
New York
$18.4M +$11M +296,332 +135%
WRBC
22
W.R. Berkley Corp
Connecticut
$17.7M +$18.3M +494,995 New
RJA
23
Raymond James & Associates
Florida
$16.5M -$362K -9,780 -2%
HHAM
24
HITE Hedge Asset Management
Massachusetts
$15.5M -$12M -323,550 -43%
DPIM
25
Duff & Phelps Investment Management
Illinois
$14.1M +$5M +135,000 +52%

SEP Hedge Fund Activity: Q3 2018 in Review

225 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Spectra Engy Parters Lp (SEP) for Q3 2018, worth a combined $2.09B — up 2.5% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SEP and 36 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 54 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $44.9M. The largest seller was Energy Income Partners, cutting an estimated $114M.

  • 225 institutional investors held Spectra Engy Parters Lp (SEP) as of Q3 2018, down from 233 in Q2 2018.
  • Funds reported $2.09B of Spectra Engy Parters Lp stock for Q3 2018, up 2.5% quarter-over-quarter.
  • 36 funds opened new Spectra Engy Parters Lp positions in Q3 2018 and 40 closed out, a net change of -4 holders.
  • The largest Spectra Engy Parters Lp buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $44.9M added.
  • The largest Spectra Engy Parters Lp seller in Q3 2018 was Energy Income Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2018.