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CPE

Callon Petroleum Company

Delisted

CPE was delisted on the 28th of March, 2024.

204 hedge funds and large institutions have $1.66B invested in Callon Petroleum Company in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

7% more call options, than puts

Call options by funds: $184M | Put options by funds: $172M

1% more funds holding

Funds holding: 202204 (+2)

19% less capital invested

Capital invested by funds: $2.06B → $1.66B (-$402M)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
204
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
30
Increased
63
Reduced
85
Closed
28
Calls
$184M
Puts
$172M
Net Calls
+$12.2M
Net Calls Change
-$6.22M
Name Holding Trade Value Shares
Change
Change in
Stake
KEM
1
Kimmeridge Energy Management
New York
$304M +$23.3M +602,503 +11%
BlackRock
2
BlackRock
New York
$298M -$30.9M -798,150 -12%
State Street
3
State Street
Massachusetts
$188M +$8.52M +220,128 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$162M -$4.7M -121,419 -4%
JIM
5
JB Investments Management
Pennsylvania
$154M +$3M +77,475 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$32.3M -$2.04M -52,824 -7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$31.2M -$11.3M -293,053 -32%
Northern Trust
8
Northern Trust
Illinois
$25.4M +$1.45M +37,444 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$24.2M -$348K -8,989 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$22.5M -$1.84M -47,578 -9%
Charles Schwab
11
Charles Schwab
California
$21.9M -$2.9M -74,969 -14%
Principal Financial Group
12
Principal Financial Group
Iowa
$20.6M -$1.95M -50,479 -11%
Voloridge Investment Management
13
Voloridge Investment Management
Florida
$17.5M +$7.57M +195,620 +121%
Morgan Stanley
14
Morgan Stanley
New York
$16M -$3.01M -77,732 -19%
Invesco
15
Invesco
Georgia
$15.4M -$11.9M -308,100 -49%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$10.6M -$8.78M -226,787 -51%
Rafferty Asset Management
17
Rafferty Asset Management
New York
$10.1M +$1.59M +41,179 +25%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.1M +$689K +17,792 +10%
First Trust Advisors
19
First Trust Advisors
Illinois
$9.08M -$225K -5,825 -3%
Ameriprise
20
Ameriprise
Minnesota
$8.59M -$1.59M -41,076 -19%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$8.44M +$1.18M +30,516 +22%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.42M +$5.87M +151,682 +764%
JG
23
Jefferies Group
New York
$8.34M -$910K -23,500 -12%
Bank of America
24
Bank of America
North Carolina
$8.08M -$408K -10,535 -6%
EP
25
Edgestream Partners
New Jersey
$7.97M -$385K -9,943 -6%

CPE Hedge Fund Activity: Q3 2021 in Review

204 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Callon Petroleum Company (CPE) for Q3 2021, worth a combined $1.66B — down 19% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CPE positions and 28 closed out — a net gain of 2 holders — while 63 added to existing stakes and 85 trimmed.

The largest buyer was Kimmeridge Energy Management, adding an estimated $23.3M. The largest seller was BlackRock, cutting an estimated $30.9M.

  • 204 institutional investors held Callon Petroleum Company (CPE) as of Q3 2021, up from 202 in Q2 2021.
  • Funds reported $1.66B of Callon Petroleum Company stock for Q3 2021, down 19% quarter-over-quarter.
  • 30 funds opened new Callon Petroleum Company positions in Q3 2021 and 28 closed out, a net change of +2 holders.
  • The largest Callon Petroleum Company buyer in Q3 2021 was Kimmeridge Energy Management, an estimated $23.3M added.
  • The largest Callon Petroleum Company seller in Q3 2021 was BlackRock, an estimated $30.9M sold.

Based on aggregated 13F filings for Q3 2021.