Empire Petroleum
35 hedge funds and large institutions have $28.2M invested in Empire Petroleum in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
24% more capital invested
Capital invested by funds: $22.8M → $28.2M (+$5.48M)
6% more funds holding
Funds holding: 33 → 35 (+2)
1.6% more ownership
Funds ownership: 11.31% → 12.9% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.51M |
| 2 |
BlackRock
New York
|
+$894K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$804K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$342K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$158K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$139K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$43.5K |
| 4 |
Citigroup
New York
|
-$27.1K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$16.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| $23.2K | +$3.4K | +378 | +19% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $19.8K | +$6.93K | +770 | +60% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | +$10.5K | +1,166 | +185% |
|
|
AB
29
Amalgamated Bank
New York
| $15K | – | – | – |
|
30
Legal & General Group
London,
United Kingdom
| $12.9K | +$1.16K | +129 | +11% |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $7.22K | – | – | – |
|
|
32
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $6.15K | -$43.5K | -4,841 | -88% |
|
|
AIP
33
Ameritas Investment Partners
Lincoln,
Nebraska
| $4.89K | – | – | – |
|
34
Fidelity Investments
Boston,
Massachusetts
| $1.04K | -$2.99K | -332 | -75% |
|
|
35
Citigroup
New York
| $87 | -$27.1K | -3,018 | -100% |
|
36
Russell Investments Group
London,
United Kingdom
| – | -$11.9K | -1,309 | Closed |
|
EP Hedge Fund Activity: Q3 2023 in Review
35 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Empire Petroleum (EP) for Q3 2023, worth a combined $28.2M — up 24% from $22.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EP positions and 1 closed out — a net gain of 2 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.51M. The largest seller was Morgan Stanley, cutting an estimated $158K.
- 35 institutional investors held Empire Petroleum (EP) as of Q3 2023, up from 33 in Q2 2023.
- Funds reported $28.2M of Empire Petroleum stock for Q3 2023, up 24% quarter-over-quarter.
- 3 funds opened new Empire Petroleum positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest Empire Petroleum buyer in Q3 2023 was Vanguard Group, an estimated $1.51M added.
- The largest Empire Petroleum seller in Q3 2023 was Morgan Stanley, an estimated $158K sold.
Based on aggregated 13F filings for Q3 2023.