Empire Petroleum
33 hedge funds and large institutions have $34.2M invested in Empire Petroleum in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 5
21% more capital invested
Capital invested by funds: $28.2M → $34.2M (+$5.94M)
0.81% more ownership
Funds ownership: 12.9% → 13.72% (+0.81%)
6% less funds holding
Funds holding: 35 → 33 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$646K |
| 2 |
Morgan Stanley
New York
|
+$618K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$179K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$147K |
| 5 |
Barclays
London,
United Kingdom
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$253K |
| 2 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$96.3K |
| 3 |
Mariner
Overland Park,
Kansas
|
-$14K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6K |
| 5 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$5.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $22.2K | +$17.3K | +2,013 | +22,367% |
|
|
AB
27
Amalgamated Bank
New York
| $16K | -$903 | -105 | -7% |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $15K | -$6K | -697 | -34% |
|
29
Legal & General Group
London,
United Kingdom
| $14.7K | – | – | – |
|
30
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $7.02K | – | – | – |
|
|
AIP
31
Ameritas Investment Partners
Lincoln,
Nebraska
| $5.58K | – | – | – |
|
32
Fidelity Investments
Boston,
Massachusetts
| $4.67K | +$2.73K | +317 | +294% |
|
33
Osaic Holdings
Scottsdale,
Arizona
| $3.85K | -$3.44K | -400 | -53% |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$253K | -26,248 | Closed |
|
|
SMH
35
Sanders Morris Harris
Houston,
Texas
| – | -$96.3K | -10,000 | Closed |
|
EP Hedge Fund Activity: Q4 2023 in Review
33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Empire Petroleum (EP) for Q4 2023, worth a combined $34.2M — up 21% from $28.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EP and 0 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 20 added.
The largest buyer was BlackRock, adding an estimated $646K. The largest seller was Citadel Advisors, exiting entirely with an estimated $253K sold.
- 33 institutional investors held Empire Petroleum (EP) as of Q4 2023, down from 35 in Q3 2023.
- Funds reported $34.2M of Empire Petroleum stock for Q4 2023, up 21% quarter-over-quarter.
- 0 funds opened new Empire Petroleum positions in Q4 2023 and 2 closed out, a net change of -2 holders.
- The largest Empire Petroleum buyer in Q4 2023 was BlackRock, an estimated $646K added.
- The largest Empire Petroleum seller in Q4 2023 was Citadel Advisors, an estimated $253K sold.
Based on aggregated 13F filings for Q4 2023.