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WPT

World Point Terminals, LP
WPT

Delisted

WPT was delisted on the 7th of July, 2017.

22 hedge funds and large institutions have $141M invested in World Point Terminals, LP in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more capital invested

Capital invested by funds: $136M → $141M (+$5.21M)

4% less funds holding

Funds holding: 2322 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
4
Increased
5
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$51.2M +$2.24M +110,000 +5%
LCM
2
Lafitte Capital Management
Texas
$14.7M
Bank of America
3
Bank of America
North Carolina
$11.7M -$915K -44,987 -7%
KACA
4
Kayne Anderson Capital Advisors
California
$11.6M -$1.46M -71,700 -11%
WHG
5
Westwood Holdings Group
Texas
$11M -$135K -6,643 -1%
AR
6
Advisory Research
Illinois
$9.52M +$395K +19,415 +4%
NC
7
NBW Capital
Massachusetts
$7.55M -$3.27M -160,754 -31%
TCM
8
Trafelet Capital Management
New York
$5.93M +$3.48M +171,053 +149%
SG Americas Securities
9
SG Americas Securities
New York
$4.11M
PI
10
Putnam Investments
Massachusetts
$4.08M -$2.17M -106,800 -35%
HHAM
11
HITE Hedge Asset Management
Massachusetts
$2.51M -$400K -19,648 -14%
NIM
12
NXG Investment Management
Texas
$2.1M
Morgan Stanley
13
Morgan Stanley
New York
$1.86M +$325K +15,976 +22%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.78M
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$1.15M +$1.03M +50,489 New
TC
16
TFS Capital
Pennsylvania
$317K -$332K -16,319 -52%
Wells Fargo
17
Wells Fargo
California
$33K +$4.25K +209 +15%
AIG
18
American International Group
New York
$20.8K
Barclays
19
Barclays
United Kingdom
$14K +$14.2K +700 New
U
20
UBS
Switzerland
$4K -$8.95K -440 -70%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$4K +$4.07K +200 New
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23 +$22.1K +1,085 New
EC
23
EJF Capital
Virginia
-$1.79M -92,779 Closed
Invesco
24
Invesco
Georgia
-$1.33M -68,861 Closed
PAM
25
Panagora Asset Management
Massachusetts
-$428K -22,191 Closed

WPT Hedge Fund Activity: Q1 2014 in Review

22 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in World Point Terminals, LP (WPT) for Q1 2014, worth a combined $141M — up 3.8% from $136M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WPT and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Trafelet Capital Management, adding an estimated $3.48M. The largest seller was NBW Capital, cutting an estimated $3.27M.

  • 22 institutional investors held World Point Terminals, LP (WPT) as of Q1 2014, down from 23 in Q4 2013.
  • Funds reported $141M of World Point Terminals, LP stock for Q1 2014, up 3.8% quarter-over-quarter.
  • 4 funds opened new World Point Terminals, LP positions in Q1 2014 and 5 closed out, a net change of -1 holder.
  • The largest World Point Terminals, LP buyer in Q1 2014 was Trafelet Capital Management, an estimated $3.48M added.
  • The largest World Point Terminals, LP seller in Q1 2014 was NBW Capital, an estimated $3.27M sold.

Based on aggregated 13F filings for Q1 2014.