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USA Compression Partners

51 hedge funds and large institutions have $462M invested in USA Compression Partners in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $380K | Put options by funds: $190K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more capital invested

Capital invested by funds: $364M → $462M (+$98.5M)

0.85% less ownership

Funds ownership: 71.37%70.51% (-0.85%)

9% less funds holding

Funds holding: 5651 (-5)

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
51
Holders Change
-5
Holders Change %
-8.93%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
4
Increased
13
Reduced
22
Closed
9
Calls
$380K
Puts
$190K
Net Calls
+$190K
Net Calls Change
+$6.89M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$113M +$12M +639,661 +13%
RH
2
Riverstone Holdings
New York
$111M +$9.33M +497,190 +10%
O
3
OppenheimerFunds
New York
$70.8M -$20.4K -1,085 -0%
KACA
4
Kayne Anderson Capital Advisors
California
$35.1M +$3.48M +185,631 +12%
HFA
5
Harvest Fund Advisors
Pennsylvania
$26.2M +$502K +26,772 +2%
Goldman Sachs
6
Goldman Sachs
New York
$21.3M -$1.24M -66,162 -6%
Cohen & Steers
7
Cohen & Steers
New York
$16.5M -$2.79M -148,664 -16%
SOAMC
8
Spirit of America Management Corp
New York
$11.1M +$3.11M +165,789 +44%
UBS Group
9
UBS Group
Switzerland
$9.92M -$1.88M -100,189 -17%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$7.07M -$72.6K -3,867 -1%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$6.14M
Morgan Stanley
12
Morgan Stanley
New York
$4.96M -$566K -30,179 -11%
AFG
13
American Financial Group
Ohio
$3.58M +$891K +47,460 +37%
LCM
14
Lucas Capital Management
New Jersey
$3.26M -$121K -6,438 -4%
COPPSERS
15
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.21M +$94 +5 +0%
Jennison Associates
16
Jennison Associates
New York
$2.02M +$62.4K +3,323 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.73M +$176K +9,392 +13%
FIM
18
Friedberg Investment Management
Texas
$1.68M +$7.51K +400 +0.5%
BC
19
Barnett & Company
Tennessee
$1.44M -$28.2K -1,500 -2%
LMGAM
20
Liberty Mutual Group Asset Management
Massachusetts
$1.43M
TAM
21
Tocqueville Asset Management
New York
$1.33M -$37.5K -2,000 -3%
ADMI
22
Albert D. Mason Inc
Massachusetts
$1.25M -$303K -16,153 -21%
Barclays
23
Barclays
United Kingdom
$950K -$45.9K -2,444 -5%
RJA
24
Raymond James & Associates
Florida
$922K -$90.7K -4,831 -10%
SKK
25
Shepherd Kaplan Krochuk
Massachusetts
$921K -$657K -35,000 -44%

USAC Hedge Fund Activity: Q1 2015 in Review

51 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in USA Compression Partners (USAC) for Q1 2015, worth a combined $462M — up 27% from $364M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of USAC and 4 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 13 added.

The largest buyer was Carlyle Group, adding an estimated $12M. The largest seller was TPH Asset Management, exiting entirely with an estimated $3.7M sold.

  • 51 institutional investors held USA Compression Partners (USAC) as of Q1 2015, down from 56 in Q4 2014.
  • Funds reported $462M of USA Compression Partners stock for Q1 2015, up 27% quarter-over-quarter.
  • 4 funds opened new USA Compression Partners positions in Q1 2015 and 9 closed out, a net change of -5 holders.
  • The largest USA Compression Partners buyer in Q1 2015 was Carlyle Group, an estimated $12M added.
  • The largest USA Compression Partners seller in Q1 2015 was TPH Asset Management, an estimated $3.7M sold.

Based on aggregated 13F filings for Q1 2015.