We are live on ! Find out more
EP icon

Empire Petroleum
EP

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
20
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$646K
2
Morgan Stanley
Morgan Stanley
New York
+$618K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$179K
4
Northern Trust
Northern Trust
Illinois
+$147K
5
Barclays
Barclays
United Kingdom
+$134K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$253K
2
SMH
Sanders Morris Harris
Texas
-$96.3K
3
Mariner
Mariner
Kansas
-$14K
4
TRCT
Tower Research Capital (TRC)
New York
-$6K
5
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$5.63K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$8.66M +$646K +75,146 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.75M +$67.4K +7,837 +1%
Mariner
3
Mariner
Kansas
$5.81M -$14K -1,623 -0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.33M +$179K +20,805 +7%
State Street
5
State Street
Massachusetts
$1.88M +$66.4K +7,722 +5%
Northern Trust
6
Northern Trust
Illinois
$1.38M +$147K +17,109 +16%
P
7
&Partners
Tennessee
$1.22M – – –
Morgan Stanley
8
Morgan Stanley
New York
$1.2M +$618K +71,815 +193%
N
9
Nuveen
North Carolina
$690K +$5.33K +619 +1%
NA
10
NewEdge Advisors
Louisiana
$493K – – –
CAN
11
Cetera Advisor Networks
California
$423K +$4.3K +500 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$397K +$232 +27 +0.1%
Charles Schwab
13
Charles Schwab
California
$362K – – –
VCA
14
Verdence Capital Advisors
Maryland
$292K +$96.9K +11,262 +74%
Barclays
15
Barclays
United Kingdom
$198K +$134K +15,572 +647%
NFG
16
Nadler Financial Group
Illinois
$188K – – –
UBS Group
17
UBS Group
Switzerland
$160K +$67.1K +7,806 +116%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$155K +$6.24K +725 +5%
Bank of America
19
Bank of America
North Carolina
$149K +$21K +2,446 +22%
JP Morgan Chase
20
JP Morgan Chase
New York
$114K +$16.6K +1,929 +23%
AIG
21
American International Group
New York
$71.3K +$1.31K +152 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$48K +$21.7K +2,523 +140%
Wells Fargo
23
Wells Fargo
California
$45.9K +$7.28K +846 +25%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$37.5K – – –
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$23.6K -$5.63K -654 -23%
1
2

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.