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USA Compression Partners

56 hedge funds and large institutions have $364M invested in USA Compression Partners in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

8% more funds holding

Funds holding: 5256 (+4)

4.47% more ownership

Funds ownership: 66.89%71.37% (+4.5%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

26% less capital invested

Capital invested by funds: $491M → $364M (-$127M)

78% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $8.58M

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
17
Reduced
19
Closed
10
Calls
$1.88M
Puts
$8.58M
Net Calls
-$6.7M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$81.3M +$8.73M +420,090 +9%
RH
2
Riverstone Holdings
New York
$81.3M +$8.73M +420,090 +9%
O
3
OppenheimerFunds
New York
$57.4M +$2.24M +107,942 +3%
KACA
4
Kayne Anderson Capital Advisors
California
$25.4M +$1.14M +54,898 +4%
HFA
5
Harvest Fund Advisors
Pennsylvania
$20.8M +$3.69M +177,653 +17%
Goldman Sachs
6
Goldman Sachs
New York
$18.4M -$6.87M -330,652 -23%
Cohen & Steers
7
Cohen & Steers
New York
$15.8M +$3.89M +186,888 +24%
UBS Group
8
UBS Group
Switzerland
$9.7M +$12.2M +584,885 New
SOAMC
9
Spirit of America Management Corp
New York
$6.28M +$6.36M +306,054 +421%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$5.79M -$91.1K -4,380 -1%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$4.98M -$1.2M -57,646 -16%
Morgan Stanley
12
Morgan Stanley
New York
$4.52M -$1.23M -59,260 -18%
TAM
13
TPH Asset Management
Texas
$3.7M +$714K +34,348 +18%
LCM
14
Lucas Capital Management
New Jersey
$2.75M +$191K +9,178 +6%
COPPSERS
15
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.6M +$103K +4,966 +3%
AFG
16
American Financial Group
Ohio
$2.11M +$2.65M +127,411 New
Jennison Associates
17
Jennison Associates
New York
$1.58M +$764K +36,757 +63%
CCCA
18
Center Coast Capital Advisors
Texas
$1.58M -$3.14M -151,241 -61%
FIM
19
Friedberg Investment Management
Texas
$1.35M -$318K -15,310 -16%
SKK
20
Shepherd Kaplan Krochuk
Massachusetts
$1.33M +$1.11M +53,500 +202%
ADMI
21
Albert D. Mason Inc
Massachusetts
$1.28M +$137K +6,580 +9%
Deutsche Bank
22
Deutsche Bank
Germany
$1.27M -$572K -27,523 -26%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.25M -$1.26M -60,676 -45%
BC
24
Barnett & Company
Tennessee
$1.19M +$1.49M +71,820 New
LMGAM
25
Liberty Mutual Group Asset Management
Massachusetts
$1.16M

USAC Hedge Fund Activity: Q4 2014 in Review

56 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in USA Compression Partners (USAC) for Q4 2014, worth a combined $364M — down 26% from $491M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new USAC positions and 10 closed out — a net gain of 5 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Carlyle Group, adding an estimated $8.73M. The largest seller was Goldman Sachs, cutting an estimated $6.87M.

  • 56 institutional investors held USA Compression Partners (USAC) as of Q4 2014, up from 52 in Q3 2014.
  • Funds reported $364M of USA Compression Partners stock for Q4 2014, down 26% quarter-over-quarter.
  • 15 funds opened new USA Compression Partners positions in Q4 2014 and 10 closed out, a net change of +5 holders.
  • The largest USA Compression Partners buyer in Q4 2014 was Carlyle Group, an estimated $8.73M added.
  • The largest USA Compression Partners seller in Q4 2014 was Goldman Sachs, an estimated $6.87M sold.

Based on aggregated 13F filings for Q4 2014.