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SRLP

SPRAGUE RESOURCES LP

Delisted

SRLP was delisted on the 31st of October, 2022.

28 hedge funds and large institutions have $10.1M invested in SPRAGUE RESOURCES LP in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2728 (+1)

23% less call options, than puts

Call options by funds: $357K | Put options by funds: $463K

28% less capital invested

Capital invested by funds: $13.9M → $10.1M (-$3.86M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
9
Closed
4
Calls
$357K
Puts
$463K
Net Calls
-$106K
Net Calls Change
+$324K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$4.09M +$818K +38,441 +21%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$931K -$27.7K -1,300 -3%
Morgan Stanley
3
Morgan Stanley
New York
$861K +$51.7K +2,432 +6%
Bank of America
4
Bank of America
North Carolina
$640K +$15.3K +718 +2%
MFA
5
Mayflower Financial Advisors
Massachusetts
$526K
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$433K -$3.89K -183 -0.8%
BMC
7
Beaton Management Company
Massachusetts
$417K +$31.9K +1,500 +7%
KACA
8
Kayne Anderson Capital Advisors
California
$378K
Citadel Advisors
9
Citadel Advisors
Florida
$334K -$244K -11,473 -39%
UCFA
10
United Capital Financial Advisors
Texas
$278K
LPL Financial
11
LPL Financial
California
$237K -$12.8K -600 -4%
RJA
12
Raymond James & Associates
Florida
$203K -$26.6K -1,250 -10%
HighTower Advisors
13
HighTower Advisors
Illinois
$201K -$10.6K -500 -4%
UBS Group
14
UBS Group
Switzerland
$160K -$54.1K -2,541 -23%
COCM
15
Charter Oak Capital Management
New Hampshire
$88K
TIS
16
Tortoise Index Solutions
Kansas
$85K -$90.5K -4,252 -48%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$73K +$31.9K +1,500 +63%
HPC
18
HM Payson & Co
Maine
$28K
HI
19
Harbour Investments
Wisconsin
$28K +$31.9K +1,500 New
CG
20
Cutler Group
California
$20K +$23K +1,080 New
KFS
21
Kelly Financial Services
Massachusetts
$12.8K -$355K -16,684 -96%
KIG
22
Kessler Investment Group
Indiana
$9K +$10.6K +500 New
Osaic Holdings
23
Osaic Holdings
Arizona
$7K +$2.74K +129 +63%
Wells Fargo
24
Wells Fargo
California
$5K
APA
25
American Portfolios Advisors
New York
$4.65K

SRLP Hedge Fund Activity: Q3 2021 in Review

28 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SPRAGUE RESOURCES LP (SRLP) for Q3 2021, worth a combined $10.1M — down 28% from $13.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SRLP positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 9 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $818K. The largest seller was Kelly Financial Services, cutting an estimated $355K.

  • 28 institutional investors held SPRAGUE RESOURCES LP (SRLP) as of Q3 2021, up from 27 in Q2 2021.
  • Funds reported $10.1M of SPRAGUE RESOURCES LP stock for Q3 2021, down 28% quarter-over-quarter.
  • 5 funds opened new SPRAGUE RESOURCES LP positions in Q3 2021 and 4 closed out, a net change of +1 holder.
  • The largest SPRAGUE RESOURCES LP buyer in Q3 2021 was First Trust Advisors, an estimated $818K added.
  • The largest SPRAGUE RESOURCES LP seller in Q3 2021 was Kelly Financial Services, an estimated $355K sold.

Based on aggregated 13F filings for Q3 2021.