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Empire Petroleum
EP

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
20
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$515K
2
State Street
State Street
Massachusetts
+$192K
3
Citadel Advisors
Citadel Advisors
Florida
+$146K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$72.8K
5
N
Nuveen
North Carolina
+$59K

Top Sellers

Rank Fund Capital Flow
1
PTC
Petrus Trust Company
Texas
-$184K
2
Morgan Stanley
Morgan Stanley
New York
-$63.7K
3
TWA
TCI Wealth Advisors
Arizona
-$6.88K
4
Wells Fargo
Wells Fargo
California
-$2K
5
Citigroup
Citigroup
New York
-$1.18K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$7M +$515K +37,086 +7%
Mariner
2
Mariner
Kansas
$6.76M +$1.5K +108 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.32M +$24.7K +1,777 +0.4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.12M +$45.1K +3,244 +2%
State Street
5
State Street
Massachusetts
$1.5M +$192K +13,820 +13%
P
6
&Partners
Tennessee
$1.36M – – –
Northern Trust
7
Northern Trust
Illinois
$1.02M +$1.89K +136 +0.2%
AIP
8
Ahrens Investment Partners
Louisiana
$923K – – –
N
9
Nuveen
North Carolina
$741K +$59K +4,250 +8%
Morgan Stanley
10
Morgan Stanley
New York
$586K -$63.7K -4,582 -9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$379K +$72.8K +5,243 +21%
Charles Schwab
12
Charles Schwab
California
$332K +$15.6K +1,124 +4%
VCA
13
Verdence Capital Advisors
Maryland
$215K – – –
RhumbLine Advisers
14
RhumbLine Advisers
Massachusetts
$131K +$7.38K +531 +5%
Citadel Advisors
15
Citadel Advisors
Florida
$130K +$146K +10,544 New
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$118K +$486 +35 +0.4%
JP Morgan Chase
17
JP Morgan Chase
New York
$96K +$31.8K +2,291 +41%
Deutsche Bank
18
Deutsche Bank
Germany
$60.7K +$22.1K +1,589 +48%
AIG
19
American International Group
New York
$58.8K -$250 -18 -0.4%
Bank of America
20
Bank of America
North Carolina
$55.9K +$50K +3,602 +381%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$49.6K +$625 +45 +1%
UBS Group
22
UBS Group
Switzerland
$44.6K +$14.5K +1,047 +41%
Barclays
23
Barclays
United Kingdom
$33.4K +$31.8K +2,286 +533%
AB
24
Amalgamated Bank
New York
$23K – – –
SO
25
STRS Ohio
Ohio
$19K – – –
1
2

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.