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Empire Petroleum

38 hedge funds and large institutions have $17.5M invested in Empire Petroleum in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 5

4% more capital invested

Capital invested by funds: $16.8M → $17.5M (+$715K)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.66% less ownership

Funds ownership: 12.82%11.17% (-1.7%)

3% less funds holding

Funds holding: 3938 (-1)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
21
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$4.42M +$601K +99,951 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.71M +$368K +61,215 +9%
Mariner
3
Mariner
Kansas
$2.73M +$2.1K +350 +0.1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.02M +$475K +79,076 +25%
State Street
5
State Street
Massachusetts
$935K +$52.4K +8,721 +5%
Northern Trust
6
Northern Trust
Illinois
$671K +$42.9K +7,133 +6%
P
7
&Partners
Tennessee
$572K
NA
8
NewEdge Advisors
Louisiana
$387K
Bank of New York Mellon
9
Bank of New York Mellon
New York
$232K +$73.9K +12,296 +38%
Morgan Stanley
10
Morgan Stanley
New York
$215K +$16.5K +2,738 +7%
VCA
11
Verdence Capital Advisors
Maryland
$214K
Charles Schwab
12
Charles Schwab
California
$203K +$38.4K +6,390 +19%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$199K
N
14
Nuveen
North Carolina
$184K -$163K -27,093 -43%
NFG
15
Nadler Financial Group
Illinois
$88.2K
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$84.1K +$9.71K +1,615 +11%
Deutsche Bank
17
Deutsche Bank
Germany
$78K +$53.6K +8,915 +144%
Jane Street
18
Jane Street
New York
$72.7K +$84.7K +14,095 New
Bank of America
19
Bank of America
North Carolina
$68.1K +$39.1K +6,500 +97%
SMH
20
Sanders Morris Harris
Texas
$67.1K +$18K +3,000 +30%
VF
21
Virtu Financial
New York
$58K +$67.4K +11,214 New
CF
22
Corebridge Financial
Texas
$39K +$45.4K +7,550 New
JP Morgan Chase
23
JP Morgan Chase
New York
$38.8K -$19.2K -3,198 -30%
Mirae Asset Global ETFs Holdings
24
Mirae Asset Global ETFs Holdings
Hong Kong
$33.6K +$39.1K +6,508 New
TRCT
25
Tower Research Capital (TRC)
New York
$30K +$27.9K +4,645 +396%

EP Hedge Fund Activity: Q2 2024 in Review

38 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Empire Petroleum (EP) for Q2 2024, worth a combined $17.5M — up 4.3% from $16.8M a quarter earlier.

Fund positioning in EP was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 21 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, adding an estimated $601K. The largest seller was Alpine Global Management, exiting entirely with an estimated $303K sold.

  • 38 institutional investors held Empire Petroleum (EP) as of Q2 2024, down from 39 in Q1 2024.
  • Funds reported $17.5M of Empire Petroleum stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 5 funds opened new Empire Petroleum positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest Empire Petroleum buyer in Q2 2024 was BlackRock, an estimated $601K added.
  • The largest Empire Petroleum seller in Q2 2024 was Alpine Global Management, an estimated $303K sold.

Based on aggregated 13F filings for Q2 2024.