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Empire Petroleum
EP

39 hedge funds and large institutions have $16.8M invested in Empire Petroleum in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

18% more funds holding

Funds holding: 33 → 39 (+6)

0.89% less ownership

Funds ownership: 13.72% → 12.82% (-0.89%)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

51% less capital invested

Capital invested by funds: $34.2M → $16.8M (-$17.4M)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AGM
Alpine Global Management
New York
+$379K
2
BFM
Boothbay Fund Management
New York
+$379K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$284K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$246K
5
Citadel Advisors
Citadel Advisors
Florida
+$111K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$449K
2
BlackRock
BlackRock
New York
-$196K
3
Barclays
Barclays
United Kingdom
-$55.8K
4
Bank of America
Bank of America
North Carolina
-$44K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$24.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$34.2K -$44K -6,888 -51%
AIG
27
American International Group
New York
$32.9K -$352 -55 -0.8%
Deutsche Bank
28
Deutsche Bank
Germany
$31.7K +$35.6K +5,569 +872%
Wells Fargo
29
Wells Fargo
California
$24K +$3.34K +523 +13%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$17.5K – – –
Citigroup
31
Citigroup
New York
$11K +$863 +135 +7%
Legal & General Group
32
Legal & General Group
United Kingdom
$6.85K – – –
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$6.7K -$5.35K -836 -39%
TRCT
34
Tower Research Capital (TRC)
New York
$6K -$1.2K -187 -14%
AIP
35
Ameritas Investment Partners
Nebraska
$2.6K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2K -$24.8K -3,872 -90%
AB
37
Amalgamated Bank
New York
$2K -$6.99K -1,093 -76%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$2K -$217 -34 -8%
Nisa Investment Advisors
39
Nisa Investment Advisors
Missouri
$10 +$13 +2 New
Osaic Holdings
40
Osaic Holdings
Arizona
– -$3.85K -350 Closed
1
2

EP Hedge Fund Activity: Q1 2024 in Review

39 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Empire Petroleum (EP) for Q1 2024, worth a combined $16.8M — down 51% from $34.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EP positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 15 trimmed.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $379K. The largest seller was Morgan Stanley, cutting an estimated $449K.

  • 39 institutional investors held Empire Petroleum (EP) as of Q1 2024, up from 33 in Q4 2023.
  • Funds reported $16.8M of Empire Petroleum stock for Q1 2024, down 51% quarter-over-quarter.
  • 7 funds opened new Empire Petroleum positions in Q1 2024 and 1 closed out, a net change of +6 holders.
  • The largest Empire Petroleum buyer in Q1 2024 was Alpine Global Management, an estimated $379K added.
  • The largest Empire Petroleum seller in Q1 2024 was Morgan Stanley, an estimated $449K sold.

Based on aggregated 13F filings for Q1 2024.