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Amplify Energy

108 hedge funds and large institutions have $109M invested in Amplify Energy in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $6.64M

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

2% less funds holding

Funds holding: 110108 (-2)

2.43% less ownership

Funds ownership: 43.36%40.93% (-2.4%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

24% less capital invested

Capital invested by funds: $144M → $109M (-$34.6M)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
35
Reduced
31
Closed
21
Calls
$13.2M
Puts
$6.64M
Net Calls
+$6.52M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
LM
1
Lasry Marc
$17.6M
BlackRock
2
BlackRock
New York
$15.9M +$860K +104,707 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.5M -$1.69M -205,420 -8%
NM
4
Newtyn Management
New York
$7.82M +$1.13M +137,846 +14%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.68M +$1.14M +138,900 +26%
State Street
6
State Street
Massachusetts
$4.56M -$66.5K -8,100 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.56M +$148K +17,999 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.74M +$1.9M +231,759 +74%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$2.99M -$4.41M -536,846 -55%
Morgan Stanley
10
Morgan Stanley
New York
$2.35M +$31.9K +3,880 +1%
YAM
11
Yacktman Asset Management
Texas
$2.3M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.24M -$77.6K -9,452 -3%
Northern Trust
13
Northern Trust
Illinois
$2.05M +$43.6K +5,310 +2%
BCM
14
Bridgeway Capital Management
Texas
$2M -$757K -92,200 -24%
PAM
15
Panagora Asset Management
Massachusetts
$1.55M -$140K -16,994 -7%
Federated Hermes
16
Federated Hermes
Pennsylvania
$1.19M +$140K +17,113 +11%
Goldman Sachs
17
Goldman Sachs
New York
$1.07M +$429K +52,306 +51%
SIM
18
SummerHaven Investment Management
Connecticut
$923K +$19.9K +2,428 +2%
First Trust Advisors
19
First Trust Advisors
Illinois
$782K -$1.21M -147,208 -56%
TSW
20
Thompson Siegel & Walmsley
Virginia
$690K -$82.1K -10,000 -9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$665K +$795K +96,840 New
Charles Schwab
22
Charles Schwab
California
$664K +$33.1K +4,032 +4%
DI
23
Dalton Investments
Nevada
$614K
Jane Street
24
Jane Street
New York
$606K +$554K +67,539 +326%
Citadel Advisors
25
Citadel Advisors
Florida
$582K -$458K -55,763 -40%

AMPY Hedge Fund Activity: Q1 2023 in Review

108 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amplify Energy (AMPY) for Q1 2023, worth a combined $109M — down 24% from $144M a quarter earlier.

Fund positioning in AMPY was balanced in Q1 2023: 21 funds opened new positions, 21 closed out, 35 added to existing stakes and 31 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.9M. The largest seller was Acadian Asset Management, cutting an estimated $4.41M.

  • 108 institutional investors held Amplify Energy (AMPY) as of Q1 2023, down from 110 in Q4 2022.
  • Funds reported $109M of Amplify Energy stock for Q1 2023, down 24% quarter-over-quarter.
  • 21 funds opened new Amplify Energy positions in Q1 2023 and 21 closed out, a net change of 0 holders.
  • The largest Amplify Energy buyer in Q1 2023 was Dimensional Fund Advisors, an estimated $1.9M added.
  • The largest Amplify Energy seller in Q1 2023 was Acadian Asset Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2023.