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USA Compression Partners

64 hedge funds and large institutions have $313M invested in USA Compression Partners in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

12% more funds holding

Funds holding: 5764 (+7)

2.51% more ownership

Funds ownership: 69.9%72.41% (+2.5%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

17% less capital invested

Capital invested by funds: $379M → $313M (-$66.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

46% less call options, than puts

Call options by funds: $691K | Put options by funds: $1.27M

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
20
Reduced
22
Closed
4
Calls
$691K
Puts
$1.27M
Net Calls
-$577K
Net Calls Change
+$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$83.5M +$10.2M +686,183 +10%
RH
2
Riverstone Holdings
New York
$81.4M +$7.43M +499,338 +8%
O
3
OppenheimerFunds
New York
$40.4M +$730K +49,019 +1%
HFA
4
Harvest Fund Advisors
Pennsylvania
$19.5M +$1.54M +103,374 +6%
Goldman Sachs
5
Goldman Sachs
New York
$19.5M -$1.36M -91,056 -5%
SOAMC
6
Spirit of America Management Corp
New York
$9.98M +$744K +50,000 +6%
Cohen & Steers
7
Cohen & Steers
New York
$8.97M -$353K -23,737 -3%
KACA
8
Kayne Anderson Capital Advisors
California
$7.43M -$11.6M -777,807 -55%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$6.27M +$494K +33,160 +6%
Jennison Associates
10
Jennison Associates
New York
$4.09M +$1.51M +101,115 +40%
UBS Group
11
UBS Group
Switzerland
$3.37M +$588K +39,490 +16%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$3.22M -$191K -12,812 -4%
COPPSERS
13
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.63M +$738K +49,551 +28%
PCM
14
Penserra Capital Management
California
$2.5M +$3.24M +217,284 New
Morgan Stanley
15
Morgan Stanley
New York
$2.43M +$427K +28,659 +16%
HHAM
16
HITE Hedge Asset Management
Massachusetts
$2.29M +$2.96M +198,886 New
AFG
17
American Financial Group
Ohio
$2.01M
LCM
18
Lucas Capital Management
New Jersey
$1.32M -$446K -29,923 -21%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.2M +$70.2K +4,715 +5%
Deutsche Bank
20
Deutsche Bank
Germany
$921K -$243K -16,341 -17%
FIM
21
Friedberg Investment Management
Texas
$619K -$191K -12,800 -19%
Renaissance Technologies
22
Renaissance Technologies
New York
$618K -$509K -34,213 -39%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$590K -$81.7K -5,490 -10%
ADMI
24
Albert D. Mason Inc
Massachusetts
$526K -$1.73K -116 -0.3%
RJA
25
Raymond James & Associates
Florida
$485K -$128K -8,578 -17%

USAC Hedge Fund Activity: Q4 2015 in Review

64 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in USA Compression Partners (USAC) for Q4 2015, worth a combined $313M — down 17% from $379M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new USAC positions and 4 closed out — a net gain of 8 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Carlyle Group, adding an estimated $10.2M. The largest seller was Kayne Anderson Capital Advisors, cutting an estimated $11.6M.

  • 64 institutional investors held USA Compression Partners (USAC) as of Q4 2015, up from 57 in Q3 2015.
  • Funds reported $313M of USA Compression Partners stock for Q4 2015, down 17% quarter-over-quarter.
  • 12 funds opened new USA Compression Partners positions in Q4 2015 and 4 closed out, a net change of +8 holders.
  • The largest USA Compression Partners buyer in Q4 2015 was Carlyle Group, an estimated $10.2M added.
  • The largest USA Compression Partners seller in Q4 2015 was Kayne Anderson Capital Advisors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2015.