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ESTE

Earthstone Energy Inc. Class A Common Stock

Delisted

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

55 hedge funds and large institutions have $40.7M invested in Earthstone Energy Inc. Class A Common Stock in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

6% less capital invested

Capital invested by funds: $43.3M → $40.7M (-$2.58M)

15% less funds holding

Funds holding: 6555 (-10)

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

Holders
55
Holders Change
-10
Holders Change %
-15.38%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
22
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICOM
1
Investment Counselors of Maryland
Maryland
$3.94M +$549K +192,122 +14%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$3.59M +$24.1K +8,410 +0.6%
BlackRock
3
BlackRock
New York
$3.44M -$118K -41,118 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.17M +$1.15M +401,810 +49%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.89M -$131K -45,677 -4%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$2.82M +$2M +697,898 +179%
Wells Fargo
7
Wells Fargo
California
$2.37M +$79.7K +27,877 +3%
SCM
8
Solas Capital Management
Connecticut
$2.33M
JC
9
JBF Capital
Colorado
$2.2M +$721K +252,006 +42%
American Century Companies
10
American Century Companies
Missouri
$2.11M +$6.6K +2,309 +0.3%
BCM
11
Bridgeway Capital Management
Texas
$1.42M -$246K -85,845 -14%
RA
12
Royce & Associates
New York
$1.18M +$929K +325,020 +252%
Northern Trust
13
Northern Trust
Illinois
$1.03M -$217K -76,040 -16%
State Street
14
State Street
Massachusetts
$947K +$28.6K +10,000 +3%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$935K -$3.1M -1,084,832 -75%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$819K -$25K -8,747 -3%
PPA
17
Parametric Portfolio Associates
Washington
$619K +$11.6K +4,047 +2%
MPAM
18
Monarch Partners Asset Management
Massachusetts
$552K +$196K +68,690 +48%
Boston Partners
19
Boston Partners
Massachusetts
$528K +$311K +108,664 +114%
Ameriprise
20
Ameriprise
Minnesota
$519K -$77.5K -27,110 -12%
Victory Capital Management
21
Victory Capital Management
Texas
$483K -$48.4K -16,935 -8%
SMH
22
Sanders Morris Harris
Texas
$433K -$5.72K -2,000 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$404K -$20.2K -7,047 -4%
SEI Investments
24
SEI Investments
Pennsylvania
$370K +$51.4K +17,983 +14%
Morgan Stanley
25
Morgan Stanley
New York
$262K -$575 -201 -0.2%

ESTE Hedge Fund Activity: Q3 2020 in Review

55 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Earthstone Energy Inc. Class A Common Stock (ESTE) for Q3 2020, worth a combined $40.7M — down 6% from $43.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ESTE and 3 opened new positions — a net loss of 10 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was Russell Investments Group, adding an estimated $2M. The largest seller was T. Rowe Price Associates, cutting an estimated $3.1M.

  • 55 institutional investors held Earthstone Energy Inc. Class A Common Stock (ESTE) as of Q3 2020, down from 65 in Q2 2020.
  • Funds reported $40.7M of Earthstone Energy Inc. Class A Common Stock stock for Q3 2020, down 6% quarter-over-quarter.
  • 3 funds opened new Earthstone Energy Inc. Class A Common Stock positions in Q3 2020 and 13 closed out, a net change of -10 holders.
  • The largest Earthstone Energy Inc. Class A Common Stock buyer in Q3 2020 was Russell Investments Group, an estimated $2M added.
  • The largest Earthstone Energy Inc. Class A Common Stock seller in Q3 2020 was T. Rowe Price Associates, an estimated $3.1M sold.

Based on aggregated 13F filings for Q3 2020.