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Empire Petroleum

44 hedge funds and large institutions have $25.9M invested in Empire Petroleum in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

34% more capital invested

Capital invested by funds: $19.4M → $25.9M (+$6.53M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 4344 (+1)

1.74% less ownership

Funds ownership: 11.88%10.14% (-1.7%)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
22
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$7.06M +$245K +41,319 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.67M +$629K +106,150 +14%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.38M +$157K +26,572 +6%
State Street
4
State Street
Massachusetts
$1.4M +$31.1K +5,250 +3%
Northern Trust
5
Northern Trust
Illinois
$1.17M +$79.7K +13,462 +10%
P
6
&Partners
Tennessee
$843K
NA
7
NewEdge Advisors
Louisiana
$570K
JP Morgan Chase
8
JP Morgan Chase
New York
$420K +$183K +30,839 +126%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$355K -$32.1K -5,415 -10%
VCA
10
Verdence Capital Advisors
Maryland
$351K +$27.2K +4,587 +11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$343K +$58.6K +9,896 +28%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$339K +$13.8K +2,331 +6%
Charles Schwab
13
Charles Schwab
California
$299K
Morgan Stanley
14
Morgan Stanley
New York
$297K -$46.3K -7,812 -17%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$293K
N
16
Nuveen
North Carolina
$288K -$198K -33,391 -47%
Goldman Sachs
17
Goldman Sachs
New York
$262K +$75.9K +12,812 +59%
SMH
18
Sanders Morris Harris
Texas
$183K +$8.72K +1,472 +6%
Barclays
19
Barclays
United Kingdom
$180K +$11.1K +1,877 +9%
Bank of America
20
Bank of America
North Carolina
$136K +$22.9K +3,867 +28%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$132K
NFG
22
Nadler Financial Group
Illinois
$130K
State Board of Administration of Florida Retirement System
23
State Board of Administration of Florida Retirement System
Florida
$118K
UBS Group
24
UBS Group
Switzerland
$96.7K +$31.5K +5,319 +72%
Citigroup
25
Citigroup
New York
$92.1K +$9.98K +1,685 +16%

EP Hedge Fund Activity: Q4 2024 in Review

44 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Empire Petroleum (EP) for Q4 2024, worth a combined $25.9M — up 34% from $19.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EP positions and 3 closed out — a net gain of 1 holder — while 22 added to existing stakes and 6 trimmed.

The largest buyer was Vanguard Group, adding an estimated $629K. The largest seller was Mariner, exiting entirely with an estimated $2.77M sold.

  • 44 institutional investors held Empire Petroleum (EP) as of Q4 2024, up from 43 in Q3 2024.
  • Funds reported $25.9M of Empire Petroleum stock for Q4 2024, up 34% quarter-over-quarter.
  • 4 funds opened new Empire Petroleum positions in Q4 2024 and 3 closed out, a net change of +1 holder.
  • The largest Empire Petroleum buyer in Q4 2024 was Vanguard Group, an estimated $629K added.
  • The largest Empire Petroleum seller in Q4 2024 was Mariner, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2024.