We are live on ! Find out more
USDP

USD PARTNERS LP

Delisted

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

22 hedge funds and large institutions have $15M invested in USD PARTNERS LP in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 2122 (+1)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

72% less capital invested

Capital invested by funds: $54.2M → $15M (-$39.2M)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$4.56M -$2.52M -307,330 -16%
Bank of America
2
Bank of America
North Carolina
$1.71M -$1.53M -186,790 -24%
Wells Fargo
3
Wells Fargo
California
$1.69M +$1.5M +182,446 +45%
ECM
4
Evergreen Capital Management
Washington
$1.69M -$335K -40,755 -7%
Morgan Stanley
5
Morgan Stanley
New York
$1.54M +$3.58M +436,222 +435%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.15M +$109K +13,242 +3%
Goldman Sachs
7
Goldman Sachs
New York
$662K -$1.83M -222,286 -49%
BRWM
8
B. Riley Wealth Management
Tennessee
$373K +$1.06M +129,523 New
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$327K -$261K -31,762 -22%
Cohen & Steers
10
Cohen & Steers
New York
$307K -$1.83M -222,394 -68%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$247K -$244K -29,709 -26%
MWM
12
Meridian Wealth Management
Kentucky
$210K +$298K +36,245 +98%
EC
13
EJF Capital
Virginia
$158K -$82.2K -10,000 -15%
UBS Group
14
UBS Group
Switzerland
$104K -$50.3K -6,124 -14%
UR
15
USCA RIA
Texas
$71K +$33.1K +4,030 +19%
AAS
16
Avantax Advisory Services
Texas
$64K +$38.3K +4,661 +27%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$47K
Russell Investments Group
18
Russell Investments Group
United Kingdom
$39K -$167K -20,296 -60%
SF
19
Symphony Financial
Texas
$35K +$104K +12,711 New
TIS
20
Tortoise Index Solutions
Kansas
$15K -$5.75K -700 -12%
CCM
21
Copeland Capital Management
Pennsylvania
$4K +$1.08K +132 +11%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$17
Deutsche Bank
23
Deutsche Bank
Germany
-$31K -3,221 Closed

USDP Hedge Fund Activity: Q1 2020 in Review

22 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in USD PARTNERS LP (USDP) for Q1 2020, worth a combined $15M — down 72% from $54.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new USDP positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.58M. The largest seller was Tortoise Capital Advisors, cutting an estimated $2.52M.

  • 22 institutional investors held USD PARTNERS LP (USDP) as of Q1 2020, up from 21 in Q4 2019.
  • Funds reported $15M of USD PARTNERS LP stock for Q1 2020, down 72% quarter-over-quarter.
  • 2 funds opened new USD PARTNERS LP positions in Q1 2020 and 1 closed out, a net change of +1 holder.
  • The largest USD PARTNERS LP buyer in Q1 2020 was Morgan Stanley, an estimated $3.58M added.
  • The largest USD PARTNERS LP seller in Q1 2020 was Tortoise Capital Advisors, an estimated $2.52M sold.

Based on aggregated 13F filings for Q1 2020.