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ESTE

Earthstone Energy Inc. Class A Common Stock

Delisted

ESTE was delisted on the 31st of October, 2023.

53 hedge funds and large institutions have $41.7M invested in Earthstone Energy Inc. Class A Common Stock in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

10% less funds holding

Funds holding: 5953 (-6)

21% less capital invested

Capital invested by funds: $53M → $41.7M (-$11.3M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
-6
Holders Change %
-10.17%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
23
Reduced
9
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
1
Northpointe Capital
Michigan
$6.54M +$1.98M +199,603 +36%
WA
2
Wasatch Advisors
Utah
$6.46M +$2.51M +252,623 +51%
JA
3
JVL Advisors
Texas
$5.82M +$10 +1 +0%
American Century Companies
4
American Century Companies
Missouri
$3.45M +$494K +49,801 +14%
AIC
5
AWM Investment Company
New York
$3.42M +$375K +37,834 +11%
Ameriprise
6
Ameriprise
Minnesota
$2.52M +$304K +30,670 +12%
AR
7
Advisory Research
Illinois
$2.01M +$337K +33,970 +17%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.58M +$1.83M +184,035 New
CC
9
Cambrian Capital
California
$1.46M +$1.68M +169,200 New
KCM
10
Kennedy Capital Management
Missouri
$1.44M -$30.6K -3,085 -2%
WRF
11
Waddell & Reed Financial
Kansas
$1.07M
BFA
12
BlackRock Fund Advisors
California
$672K +$329K +33,117 +74%
RA
13
Raffles Associates
New York
$594K -$436K -44,000 -39%
Victory Capital Management
14
Victory Capital Management
Texas
$506K
OAM
15
Oberweis Asset Management
Illinois
$499K +$79.4K +8,000 +16%
BCM
16
Bridgeway Capital Management
Texas
$491K
Vanguard Group
17
Vanguard Group
Pennsylvania
$448K +$339K +34,178 +191%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$431K
Morgan Stanley
19
Morgan Stanley
New York
$402K +$31.9K +3,212 +7%
State Street
20
State Street
Massachusetts
$359K +$21.6K +2,176 +6%
UOC
21
UBS O'Connor
Illinois
$213K -$1.07M -107,670 -81%
Renaissance Technologies
22
Renaissance Technologies
New York
$199K -$473K -47,722 -67%
HCM
23
Highbridge Capital Management
New York
$193K +$33.7K +3,396 +18%
Northern Trust
24
Northern Trust
Illinois
$191K +$68.9K +6,944 +45%
BIT
25
BlackRock Institutional Trust
California
$112K +$36.1K +3,635 +39%

ESTE Hedge Fund Activity: Q3 2016 in Review

53 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Earthstone Energy Inc. Class A Common Stock (ESTE) for Q3 2016, worth a combined $41.7M — down 21% from $53M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ESTE and 5 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 23 added.

The largest buyer was Wasatch Advisors, adding an estimated $2.51M. The largest seller was Cortina Asset Management, exiting entirely with an estimated $2.79M sold.

  • 53 institutional investors held Earthstone Energy Inc. Class A Common Stock (ESTE) as of Q3 2016, down from 59 in Q2 2016.
  • Funds reported $41.7M of Earthstone Energy Inc. Class A Common Stock stock for Q3 2016, down 21% quarter-over-quarter.
  • 5 funds opened new Earthstone Energy Inc. Class A Common Stock positions in Q3 2016 and 11 closed out, a net change of -6 holders.
  • The largest Earthstone Energy Inc. Class A Common Stock buyer in Q3 2016 was Wasatch Advisors, an estimated $2.51M added.
  • The largest Earthstone Energy Inc. Class A Common Stock seller in Q3 2016 was Cortina Asset Management, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2016.