Empire Petroleum
36 hedge funds and large institutions have $30.5M invested in Empire Petroleum in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
9% more funds holding
Funds holding: 33 → 36 (+3)
5% more capital invested
Capital invested by funds: $29.2M → $30.5M (+$1.32M)
0.38% more ownership
Funds ownership: 10.73% → 11.11% (+0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$423K |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$258K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$229K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$145K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$178K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$130K |
| 3 |
BlackRock
New York
|
-$36K |
| 4 |
VCA
Verdence Capital Advisors
Hunt Valley,
Maryland
|
-$19.4K |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
-$19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AB
26
Amalgamated Bank
New York
| $20K | -$2.46K | -194 | -11% |
|
|
TWA
27
TCI Wealth Advisors
Tucson,
Arizona
| $16.3K | +$6.65K | +525 | +67% |
|
28
Legal & General Group
London,
United Kingdom
| $15K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $11K | +$1.52K | +120 | +15% |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $9.31K | – | – | – |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | -$10.1K | -801 | -52% |
|
|
MLICM
32
Metropolitan Life Insurance Company (MetLife)
New York
| $8.48K | +$8.65K | +683 | New |
|
|
AIP
33
Ameritas Investment Partners
Lincoln,
Nebraska
| $6.3K | – | – | – |
|
34
Fidelity Investments
Boston,
Massachusetts
| $3.09K | -$494 | -39 | -14% |
|
35
Citigroup
New York
| $12 | -$861 | -68 | -99% |
|
|
36
Citadel Advisors
Miami,
Florida
| – | -$130K | -10,544 | Closed |
|
|
SO
37
STRS Ohio
Columbus,
Ohio
| – | -$19K | -1,600 | Closed |
|
38
Nisa Investment Advisors
St. Louis,
Missouri
| – | +$165 | +13 | New |
|
EP Hedge Fund Activity: Q1 2023 in Review
36 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Empire Petroleum (EP) for Q1 2023, worth a combined $30.5M — up 4.5% from $29.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EP positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $423K. The largest seller was Mariner, cutting an estimated $178K.
- 36 institutional investors held Empire Petroleum (EP) as of Q1 2023, up from 33 in Q4 2022.
- Funds reported $30.5M of Empire Petroleum stock for Q1 2023, up 4.5% quarter-over-quarter.
- 5 funds opened new Empire Petroleum positions in Q1 2023 and 2 closed out, a net change of +3 holders.
- The largest Empire Petroleum buyer in Q1 2023 was Morgan Stanley, an estimated $423K added.
- The largest Empire Petroleum seller in Q1 2023 was Mariner, an estimated $178K sold.
Based on aggregated 13F filings for Q1 2023.