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Empire Petroleum
EP

43 hedge funds and large institutions have $19.4M invested in Empire Petroleum in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

13% more funds holding

Funds holding: 38 → 43 (+5)

11% more capital invested

Capital invested by funds: $17.5M → $19.4M (+$1.88M)

0.72% more ownership

Funds ownership: 11.17% → 11.88% (+0.72%)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$268K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$266K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$218K
4
CCC
Cable Car Capital
California
+$206K
5
N
Nuveen
North Carolina
+$183K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$72.7K
2
VF
Virtu Financial
New York
-$58K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$50.3K
4
Deutsche Bank
Deutsche Bank
Germany
-$40.4K
5
TRCT
Tower Research Capital (TRC)
New York
-$19.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$4.66M +$156K +30,364 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.05M +$266K +51,699 +7%
Mariner
3
Mariner
Kansas
$2.77M – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.19M +$130K +25,335 +6%
State Street
5
State Street
Massachusetts
$937K -$13.4K -2,600 -1%
Northern Trust
6
Northern Trust
Illinois
$739K +$54.6K +10,602 +8%
P
7
&Partners
Tennessee
$582K – – –
NA
8
NewEdge Advisors
Louisiana
$394K – – –
Wellington Management Group
9
Wellington Management Group
Massachusetts
$273K +$268K +52,065 New
Morgan Stanley
10
Morgan Stanley
New York
$246K +$27.1K +5,258 +13%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$222K +$218K +42,253 New
VCA
12
Verdence Capital Advisors
Maryland
$218K – – –
CCC
13
Cable Car Capital
California
$210K +$206K +40,000 New
Charles Schwab
14
Charles Schwab
California
$206K – – –
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$202K – – –
N
16
Nuveen
North Carolina
$187K +$183K +35,630 +100%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$185K -$50.3K -9,767 -22%
JP Morgan Chase
18
JP Morgan Chase
New York
$128K +$86.9K +16,869 +224%
SMH
19
Sanders Morris Harris
Texas
$123K +$53.5K +10,382 +80%
Barclays
20
Barclays
United Kingdom
$114K +$88.8K +17,249 +381%
Goldman Sachs
21
Goldman Sachs
New York
$114K +$112K +21,718 New
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$91.3K +$5.58K +1,084 +7%
NFG
23
Nadler Financial Group
Illinois
$89.7K – – –
State Board of Administration of Florida Retirement System
24
State Board of Administration of Florida Retirement System
Florida
$81.5K +$80K +15,530 New
Bank of America
25
Bank of America
North Carolina
$73.8K +$4.47K +868 +7%
1
2

EP Hedge Fund Activity: Q3 2024 in Review

43 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Empire Petroleum (EP) for Q3 2024, worth a combined $19.4M — up 11% from $17.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EP positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $268K. The largest seller was Jane Street, exiting entirely with an estimated $72.7K sold.

  • 43 institutional investors held Empire Petroleum (EP) as of Q3 2024, up from 38 in Q2 2024.
  • Funds reported $19.4M of Empire Petroleum stock for Q3 2024, up 11% quarter-over-quarter.
  • 7 funds opened new Empire Petroleum positions in Q3 2024 and 2 closed out, a net change of +5 holders.
  • The largest Empire Petroleum buyer in Q3 2024 was Wellington Management Group, an estimated $268K added.
  • The largest Empire Petroleum seller in Q3 2024 was Jane Street, an estimated $72.7K sold.

Based on aggregated 13F filings for Q3 2024.