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USDP

USD PARTNERS LP
USDP

Delisted

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

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24 hedge funds and large institutions have $17.2M invested in USD PARTNERS LP in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

67% more capital invested

Capital invested by funds: $10.3M → $17.2M (+$6.91M)

14% more funds holding

Funds holding: 21 → 24 (+3)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ECM
Evergreen Capital Management
Washington
+$783K
2
Morgan Stanley
Morgan Stanley
New York
+$118K
3
Marshall Wace
Marshall Wace
United Kingdom
+$74.3K
4
Creative Planning
Creative Planning
Kansas
+$57.5K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$50.8K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$449K
2
JP Morgan Chase
JP Morgan Chase
New York
-$411K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$216K
4
VF
Virtu Financial
New York
-$145K
5
MWM
Meridian Wealth Management
Kentucky
-$59.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.8M +$3.49K +700 +0.1%
ECM
2
Evergreen Capital Management
Washington
$2.81M +$783K +157,301 +49%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.52M -$411K -82,622 -16%
Morgan Stanley
4
Morgan Stanley
New York
$2.22M +$118K +23,609 +7%
TCA
5
Tortoise Capital Advisors
Kansas
$1.48M – – –
Bank of America
6
Bank of America
North Carolina
$574K +$20.3K +4,076 +4%
Blackstone Inc
7
Blackstone Inc
New York
$519K -$19.3K -3,878 -4%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$478K -$20.7K -4,162 -5%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$406K -$216K -43,285 -38%
UR
10
USCA RIA
Texas
$220K – – –
MWM
11
Meridian Wealth Management
Kentucky
$192K -$59.4K -11,928 -27%
BAIA
12
Bel Air Investment Advisors
California
$183K +$156K +31,300 New
AAS
13
Avantax Advisory Services
Texas
$120K +$194 +39 +0.2%
Citadel Advisors
14
Citadel Advisors
Florida
$115K -$12K -2,409 -11%
UBS Group
15
UBS Group
Switzerland
$111K -$12.2K -2,454 -11%
SF
16
Symphony Financial
Texas
$103K +$18.1K +3,628 +26%
Marshall Wace
17
Marshall Wace
United Kingdom
$87K +$74.3K +14,929 New
Citigroup
18
Citigroup
New York
$68K +$3.29K +660 +6%
Creative Planning
19
Creative Planning
Kansas
$68K +$57.5K +11,548 New
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$60K +$50.8K +10,209 New
PSIWM
21
Paradigm Strategies in Wealth Management
Minnesota
$40K +$33.7K +6,760 New
PFA
22
Professional Financial Advisors
Nebraska
$8K – – –
IAIM
23
International Assets Investment Management
Florida
$3K – – –
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$1.59K +$1.35K +272 New
Goldman Sachs
25
Goldman Sachs
New York
– -$449K -131,550 Closed
1
2

USDP Hedge Fund Activity: Q1 2021 in Review

24 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in USD PARTNERS LP (USDP) for Q1 2021, worth a combined $17.2M — up 67% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new USDP positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Evergreen Capital Management, adding an estimated $783K. The largest seller was Goldman Sachs, exiting entirely with an estimated $449K sold.

  • 24 institutional investors held USD PARTNERS LP (USDP) as of Q1 2021, up from 21 in Q4 2020.
  • Funds reported $17.2M of USD PARTNERS LP stock for Q1 2021, up 67% quarter-over-quarter.
  • 6 funds opened new USD PARTNERS LP positions in Q1 2021 and 3 closed out, a net change of +3 holders.
  • The largest USD PARTNERS LP buyer in Q1 2021 was Evergreen Capital Management, an estimated $783K added.
  • The largest USD PARTNERS LP seller in Q1 2021 was Goldman Sachs, an estimated $449K sold.

Based on aggregated 13F filings for Q1 2021.