Empire Petroleum
33 hedge funds and large institutions have $29.2M invested in Empire Petroleum in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 4
0.12% more ownership
Funds ownership: 10.6% → 10.73% (+0.12%)
4% less capital invested
Capital invested by funds: $30.2M → $29.2M (-$1.08M)
6% less funds holding
Funds holding: 35 → 33 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$515K |
| 2 |
State Street
Boston,
Massachusetts
|
+$192K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$146K |
| 4 |
Bank of New York Mellon
New York
|
+$72.8K |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PTC
Petrus Trust Company
Dallas,
Texas
|
-$184K |
| 2 |
Morgan Stanley
New York
|
-$63.7K |
| 3 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
-$6.88K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2K |
| 5 |
Citigroup
New York
|
-$1.18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $19K | +$19.6K | +1,410 | +1,156% |
|
27
Legal & General Group
London,
United Kingdom
| $14.9K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $10K | +$1.39K | +100 | +14% |
|
|
TWA
29
TCI Wealth Advisors
Tucson,
Arizona
| $9.69K | -$6.88K | -495 | -39% |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $9K | – | – | – |
|
|
AIP
31
Ameritas Investment Partners
Lincoln,
Nebraska
| $6.53K | – | – | – |
|
32
Fidelity Investments
Boston,
Massachusetts
| $3.54K | +$1.88K | +135 | +88% |
|
|
33
Citigroup
New York
| $849 | -$1.18K | -85 | -55% |
|
|
PTC
34
Petrus Trust Company
Dallas,
Texas
| – | -$184K | -14,016 | Closed |
|
|
35
Wells Fargo
San Francisco,
California
| – | -$2K | -188 | Closed |
|
|
CS
36
Credit Suisse
Zurich,
Switzerland
| – | -$1K | -56 | Closed |
|
EP Hedge Fund Activity: Q4 2022 in Review
33 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Empire Petroleum (EP) for Q4 2022, worth a combined $29.2M — down 3.6% from $30.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EP and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 20 added.
The largest buyer was BlackRock, adding an estimated $515K. The largest seller was Petrus Trust Company, exiting entirely with an estimated $184K sold.
- 33 institutional investors held Empire Petroleum (EP) as of Q4 2022, down from 35 in Q3 2022.
- Funds reported $29.2M of Empire Petroleum stock for Q4 2022, down 3.6% quarter-over-quarter.
- 1 fund opened new Empire Petroleum positions in Q4 2022 and 3 closed out, a net change of -2 holders.
- The largest Empire Petroleum buyer in Q4 2022 was BlackRock, an estimated $515K added.
- The largest Empire Petroleum seller in Q4 2022 was Petrus Trust Company, an estimated $184K sold.
Based on aggregated 13F filings for Q4 2022.