We are live on ! Find out more
WPT

World Point Terminals, LP
WPT

Delisted

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

25 hedge funds and large institutions have $74.1M invested in World Point Terminals, LP in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $75.3M → $74.1M (-$1.19M)

7% less funds holding

Funds holding: 2725 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
10
Reduced
4
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
$34.1M
AR
2
Advisory Research
Illinois
$10.6M -$66.2K -5,000 -0.6%
LCM
3
Lafitte Capital Management
Texas
$10.2M
TCM
4
Trafelet Capital Management
New York
$6.28M
WHG
5
Westwood Holdings Group
Texas
$5.99M -$1.18M -88,927 -17%
MCP
6
Moab Capital Partners
New York
$3.81M +$1.3M +98,212 +53%
SI
7
Stephens Inc
Arkansas
$707K +$69.4K +5,246 +11%
DS
8
DRW Securities
Illinois
$676K +$137K +10,384 +26%
Bank of America
9
Bank of America
North Carolina
$535K -$549K -41,501 -51%
Wells Fargo
10
Wells Fargo
California
$455K +$414K +31,315 +1,181%
NIM
11
NXG Investment Management
Texas
$348K -$926K -70,000 -73%
Stifel Financial
12
Stifel Financial
Missouri
$235K +$13.3K +1,008 +6%
Deutsche Bank
13
Deutsche Bank
Germany
$43K +$17.4K +1,313 +69%
UBS Group
14
UBS Group
Switzerland
$32K +$27.5K +2,080 +730%
BAM
15
Barrett Asset Management
New York
$27K
Creative Planning
16
Creative Planning
Kansas
$25K +$2.65K +200 +12%
TRCT
17
Tower Research Capital (TRC)
New York
$22K +$22.2K +1,674 New
Morgan Stanley
18
Morgan Stanley
New York
$16K +$13.2K +1,000 +500%
ASN
19
Advisory Services Network
Georgia
$14K
AIG
20
American International Group
New York
$13K
FHA
21
First Horizon Advisors
Tennessee
$5K +$1.32K +100 +33%
AFP
22
Ausdal Financial Partners
Iowa
$5K +$5.29K +400 New
EWM
23
Edge Wealth Management
New York
$3K
TCM
24
Tradewinds Capital Management
Washington
$2K
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18

WPT Hedge Fund Activity: Q4 2015 in Review

25 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in World Point Terminals, LP (WPT) for Q4 2015, worth a combined $74.1M — down 1.6% from $75.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WPT and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 10 added.

The largest buyer was Moab Capital Partners, adding an estimated $1.3M. The largest seller was Westwood Holdings Group, cutting an estimated $1.18M.

  • 25 institutional investors held World Point Terminals, LP (WPT) as of Q4 2015, down from 27 in Q3 2015.
  • Funds reported $74.1M of World Point Terminals, LP stock for Q4 2015, down 1.6% quarter-over-quarter.
  • 3 funds opened new World Point Terminals, LP positions in Q4 2015 and 4 closed out, a net change of -1 holder.
  • The largest World Point Terminals, LP buyer in Q4 2015 was Moab Capital Partners, an estimated $1.3M added.
  • The largest World Point Terminals, LP seller in Q4 2015 was Westwood Holdings Group, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2015.