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Empire Petroleum
EP

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$423K
2
AAP
Arax Advisory Partners
Colorado
+$258K
3
UBS Group
UBS Group
Switzerland
+$229K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$145K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$113K

Top Sellers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
-$178K
2
Citadel Advisors
Citadel Advisors
Florida
-$130K
3
BlackRock
BlackRock
New York
-$36K
4
VCA
Verdence Capital Advisors
Maryland
-$19.4K
5
SO
STRS Ohio
Ohio
-$19K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$7.03M -$36K -2,845 -0.5%
Mariner
2
Mariner
Kansas
$6.65M -$178K -14,084 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.48M +$113K +8,906 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.29M +$145K +11,471 +7%
State Street
5
State Street
Massachusetts
$1.52M +$4.79K +378 +0.3%
P
6
&Partners
Tennessee
$1.38M – – –
Northern Trust
7
Northern Trust
Illinois
$1.06M +$31.7K +2,507 +3%
Morgan Stanley
8
Morgan Stanley
New York
$1.01M +$423K +33,395 +70%
AIP
9
Ahrens Investment Partners
Louisiana
$931K – – –
N
10
Nuveen
North Carolina
$740K -$7.84K -619 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$380K -$2.14K -169 -0.5%
Charles Schwab
12
Charles Schwab
California
$335K – – –
UBS Group
13
UBS Group
Switzerland
$269K +$229K +18,065 +498%
AAP
14
Arax Advisory Partners
Colorado
$252K +$258K +20,341 New
VCA
15
Verdence Capital Advisors
Maryland
$198K -$19.4K -1,530 -9%
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$154K +$22K +1,739 +16%
Bank of America
17
Bank of America
North Carolina
$146K +$91K +7,189 +158%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$109K -$10.1K -800 -8%
JP Morgan Chase
19
JP Morgan Chase
New York
$99K +$1.75K +138 +2%
Deutsche Bank
20
Deutsche Bank
Germany
$85.4K +$24.7K +1,950 +40%
MIM
21
MetLife Investment Management
New Jersey
$78.4K +$80K +6,314 New
Barclays
22
Barclays
United Kingdom
$65.1K +$32.1K +2,534 +93%
AIG
23
American International Group
New York
$61.8K +$2.49K +197 +4%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$47.6K -$2.53K -200 -5%
Wells Fargo
25
Wells Fargo
California
$24.8K +$25.3K +1,997 New
1
2

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.