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WPT

World Point Terminals, LP
WPT

Delisted

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

28 hedge funds and large institutions have $116M invested in World Point Terminals, LP in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2728 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $123M → $116M (-$7.23M)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
3
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$46.4M -$386K -20,390 -0.8%
AR
2
Advisory Research
Illinois
$16.1M -$1.36M -71,600 -8%
LCM
3
Lafitte Capital Management
Texas
$13.8M +$319K +16,855 +2%
WHG
4
Westwood Holdings Group
Texas
$10.2M
O
5
OppenheimerFunds
New York
$7.09M +$7.07M +373,200 New
TCM
6
Trafelet Capital Management
New York
$6.74M
NC
7
NBW Capital
Massachusetts
$4.02M -$2.28M -120,441 -36%
PI
8
Putnam Investments
Massachusetts
$2.31M -$460K -24,250 -17%
NIM
9
NXG Investment Management
Texas
$1.92M
CS
10
Credit Suisse
Switzerland
$1.52M +$1.04M +54,937 +217%
Bank of America
11
Bank of America
North Carolina
$1.38M -$2.92M -154,056 -68%
HHAM
12
HITE Hedge Asset Management
Massachusetts
$1.31M -$83.4K -4,400 -6%
DS
13
DRW Securities
Illinois
$743K +$741K +39,100 New
SI
14
Stephens Inc
Arkansas
$428K +$77.7K +4,099 +22%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$402K -$365K -19,266 -48%
Stifel Financial
16
Stifel Financial
Missouri
$385K +$384K +20,243 New
US Bancorp
17
US Bancorp
Minnesota
$380K
Morgan Stanley
18
Morgan Stanley
New York
$333K -$573K -30,219 -63%
BIT
19
BlackRock Institutional Trust
California
$322K +$321K +16,932 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$143K
Wells Fargo
21
Wells Fargo
California
$32K
AIG
22
American International Group
New York
$19K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$19K -$3.79K -200 -17%
U
24
UBS
Switzerland
$5K -$15.7K -827 -77%
GSC
25
Ground Swell Capital
South Carolina
$4K -$3.79K -200 -50%

WPT Hedge Fund Activity: Q3 2014 in Review

28 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in World Point Terminals, LP (WPT) for Q3 2014, worth a combined $116M — down 5.9% from $123M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WPT positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 11 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $7.07M. The largest seller was Kayne Anderson Capital Advisors, exiting entirely with an estimated $9.64M sold.

  • 28 institutional investors held World Point Terminals, LP (WPT) as of Q3 2014, up from 27 in Q2 2014.
  • Funds reported $116M of World Point Terminals, LP stock for Q3 2014, down 5.9% quarter-over-quarter.
  • 5 funds opened new World Point Terminals, LP positions in Q3 2014 and 4 closed out, a net change of +1 holder.
  • The largest World Point Terminals, LP buyer in Q3 2014 was OppenheimerFunds, an estimated $7.07M added.
  • The largest World Point Terminals, LP seller in Q3 2014 was Kayne Anderson Capital Advisors, an estimated $9.64M sold.

Based on aggregated 13F filings for Q3 2014.