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Empire Petroleum
EP

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.51M
2
BlackRock
BlackRock
New York
+$894K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$804K
4
CAN
Cetera Advisor Networks
California
+$342K
5
Citadel Advisors
Citadel Advisors
Florida
+$236K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$158K
2
UBS Group
UBS Group
Switzerland
-$139K
3
Deutsche Bank
Deutsche Bank
Germany
-$43.5K
4
Citigroup
Citigroup
New York
-$27.1K
5
Mariner
Mariner
Kansas
-$16.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$6.87M +$894K +99,440 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.84M +$1.51M +167,483 +38%
Mariner
3
Mariner
Kansas
$5.11M -$16.5K -1,837 -0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.72M +$804K +89,431 +46%
State Street
5
State Street
Massachusetts
$1.57M +$34.2K +3,800 +2%
P
6
&Partners
Tennessee
$1.07M – – –
Northern Trust
7
Northern Trust
Illinois
$1.05M +$211K +23,479 +28%
NA
8
NewEdge Advisors
Louisiana
$722K – – –
N
9
Nuveen
North Carolina
$599K – – –
CAN
10
Cetera Advisor Networks
California
$366K +$342K +38,009 New
Morgan Stanley
11
Morgan Stanley
New York
$359K -$158K -17,563 -32%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$347K +$55.2K +6,134 +20%
Charles Schwab
13
Charles Schwab
California
$317K +$54.7K +6,081 +23%
Citadel Advisors
14
Citadel Advisors
Florida
$253K +$236K +26,248 New
NFG
15
Nadler Financial Group
Illinois
$165K – – –
VCA
16
Verdence Capital Advisors
Maryland
$147K – – –
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$129K +$5.94K +660 +5%
Bank of America
18
Bank of America
North Carolina
$107K +$22.7K +2,524 +29%
SMH
19
Sanders Morris Harris
Texas
$96.3K +$90K +10,000 New
JP Morgan Chase
20
JP Morgan Chase
New York
$81.2K +$2.62K +291 +4%
UBS Group
21
UBS Group
Switzerland
$64.7K -$139K -15,462 -70%
AIG
22
American International Group
New York
$61K +$13.1K +1,457 +30%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$32.9K +$180 +20 +0.6%
Wells Fargo
24
Wells Fargo
California
$32K -$8.18K -909 -21%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$27K -$5.13K -570 -17%
1
2

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.