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USDP

USD PARTNERS LP

Delisted

USDP was delisted on the 15th of November, 2023.

36 hedge funds and large institutions have $64.1M invested in USD PARTNERS LP in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

9% more funds holding

Funds holding: 3336 (+3)

6% more capital invested

Capital invested by funds: $60.6M → $64.1M (+$3.5M)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AR
1
Advisory Research
Illinois
$20.2M
Bank of America
2
Bank of America
North Carolina
$8.97M -$65.7K -5,968 -0.7%
ECM
3
Evergreen Capital Management
Washington
$7.62M -$1.19M -107,975 -13%
O
4
OppenheimerFunds
New York
$6.3M -$1.91M -173,228 -23%
Goldman Sachs
5
Goldman Sachs
New York
$3.86M +$1.37M +124,680 +54%
JP Morgan Chase
6
JP Morgan Chase
New York
$3.57M +$50.9K +4,627 +1%
Wells Fargo
7
Wells Fargo
California
$2.76M +$507K +46,042 +22%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$2.27M +$2.31M +210,163 New
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$1.62M
HHAM
10
HITE Hedge Asset Management
Massachusetts
$826K
EC
11
EJF Capital
Virginia
$812K
Deutsche Bank
12
Deutsche Bank
Germany
$668K +$678K +61,568 +34,396%
Renaissance Technologies
13
Renaissance Technologies
New York
$665K +$677K +61,500 New
UBS Group
14
UBS Group
Switzerland
$522K -$408K -37,082 -43%
AIA
15
Arrow Investment Advisors
Maryland
$509K -$27.2K -2,471 -5%
MWM
16
Meridian Wealth Management
Kentucky
$400K
SCA
17
Salient Capital Advisors
Texas
$376K +$382K +34,711 New
Russell Investments Group
18
Russell Investments Group
United Kingdom
$302K +$307K +27,913 New
Morgan Stanley
19
Morgan Stanley
New York
$301K +$118K +10,738 +63%
UR
20
USCA RIA
Texas
$281K -$35K -3,178 -11%
EWM
21
Evercore Wealth Management
New York
$270K
LPL Financial
22
LPL Financial
California
$221K +$58.3K +5,299 +35%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$190K +$14.3K +1,301 +8%
ACI
24
AMP Capital Investors
Australia
$157K +$159K +14,400 New
SWM
25
Segment Wealth Management
Texas
$119K

USDP Hedge Fund Activity: Q1 2019 in Review

36 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in USD PARTNERS LP (USDP) for Q1 2019, worth a combined $64.1M — up 5.8% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USDP positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $2.31M. The largest seller was OppenheimerFunds, cutting an estimated $1.91M.

  • 36 institutional investors held USD PARTNERS LP (USDP) as of Q1 2019, up from 33 in Q4 2018.
  • Funds reported $64.1M of USD PARTNERS LP stock for Q1 2019, up 5.8% quarter-over-quarter.
  • 7 funds opened new USD PARTNERS LP positions in Q1 2019 and 4 closed out, a net change of +3 holders.
  • The largest USD PARTNERS LP buyer in Q1 2019 was Arrowstreet Capital, an estimated $2.31M added.
  • The largest USD PARTNERS LP seller in Q1 2019 was OppenheimerFunds, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2019.