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Top U.S. investors take profits, hold out hopes on energy in Q2

Published 2016-08-15, 07:45 p/m
© Reuters.  Top U.S. investors take profits, hold out hopes on energy in Q2
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By Sam Forgione

NEW YORK, Aug 15 (Reuters) - Top U.S. investors such as Berkshire Hathaway (NYSE:BRKa) BRKa.N and Paulson & Co slashed some energy investments in the second quarter amid strong gains in crude and natural gas prices, while also appearing optimistic by maintaining or placing new bets on the sector, regulatory filings showed on Friday and Monday.

Warren Buffett's conglomerate Berkshire Hathaway cut its stake in oil exploration and production (E&P), refining and marketing company Suncor Energy SU.TO by 7.7 million shares to 22.3 million shares over the quarter, filings with the Securities and Exchange Commission filing showed. The company's stock price was little changed at the end of the quarter.

Buffett's firm maintained its stake in pipeline company Kinder Morgan (NYSE:KMI) KMI.N of 26.5 million shares, however, amid a nearly 5 percent gain in the company's stock price.

Berkshire also increased its stake in U.S. refining company Phillips 66 (NYSE:PSX) PSX.N by 3.2 million shares to 78.8 million shares, despite a loss of 8.4 percent in the company's share price.

U.S. crude prices CLc1 rose 26 percent over the quarter to $48.33 a barrel after topping $51 a barrel. Prices rallied after major producers, including Saudi Arabia and Russia, began talking of an output freeze to ease a supply glut. Although that cooperation never came about, crude prices were later supported by unexpected production outages in Canada, Nigeria and Libya.

John Paulson's hedge fund firm Paulson & Co sold its entire stake of 3.2 million shares in oil exploration and production (E&P) company Whiting Petroleum Corp WLL.N in the April-June quarter.

That liquidation came amid a 16 percent run-up in the company's stock price over the quarter.

The firm trimmed its bets on E&P companies Cobalt International Energy CIE.N and Oasis Petroleum OAS.N , but still kept the stakes sizable at 39.1 million shares and 5.3 million shares, respectively.

The firm largely held on to the Cobalt bet despite a 55 percent drop over the quarter, while Oasis gained more than 28 percent.

These fund SEC disclosures are backward-looking and come out 45 days after the end of each quarter. Still, the filings offer a glimpse into what hedge fund managers saw as investment opportunities.

While Paulson sold, Daniel Loeb's Third Point hedge fund took a new stake in Whiting Petroleum of 8.2 million shares. Barry Rosenstein's Jana Partners also showed a bullish tilt overall and jumped into Marathon Petroleum Corp (NYSE:MPC) MPC.N with a stake of 2.7 million shares.

Leon Cooperman's Omega Advisors took modest positions in E&P companies Antero Resources AR.N , Consol Energy CNX.N , and Pioneer Natural Resources PXD.N . The hedge fund cut a stake in Targa Resources Corp TRGP.N by 1.6 million shares, however, to 1.1 million shares even as the natural gas pipeline company's stock price rose more than 40 percent.

While some funds showed optimism, David Tepper's Appaloosa Management cut stakes in natural gas master limited partnerships Williams Partners LP WPZ.N and Energy Transfer Partners ETP.N , along with Kinder Morgan. It exited stakes in E&P companies Southwestern Energy Co SWN.N , Range Resources Corp (NYSE:RRC) RRC.N and Cabot Oil and Gas Corp as the companies shares rose about 56 percent, 33 percent and 13 percent, respectively.

David Einhorn's Greenlight Capital also appeared bearish and cut his firm's bet on Consol Energy CNX.N by 7.6 million shares to 22 million shares. It also exited an 887,428 share bet on oilfield services company Oil States International OIS.N .

Greenlight also soured on renewable energy and sold its entire stake in SunEdison SUNEQ.PK of about 21 million shares.

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