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ESTE

Earthstone Energy Inc. Class A Common Stock

Delisted

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

99 hedge funds and large institutions have $283M invested in Earthstone Energy Inc. Class A Common Stock in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

10% more funds holding

Funds holding: 9099 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less capital invested

Capital invested by funds: $343M → $283M (-$59.4M)

81% less call options, than puts

Call options by funds: $243K | Put options by funds: $1.31M

Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
38
Reduced
23
Closed
11
Calls
$243K
Puts
$1.31M
Net Calls
-$1.06M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$122M
William Blair Investment Management
2
William Blair Investment Management
Illinois
$16.1M +$16.1M +1,747,352 +50,211%
BlackRock
3
BlackRock
New York
$14.3M +$222K +24,208 +2%
RA
4
Royce & Associates
New York
$13.2M -$2.73M -297,302 -17%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.8M +$278K +30,255 +2%
American Century Companies
6
American Century Companies
Missouri
$12.7M +$1.19M +129,986 +10%
Macquarie Group
7
Macquarie Group
Australia
$11.1M +$98.7K +10,743 +0.9%
Vanguard Group
8
Vanguard Group
Pennsylvania
$10.5M +$187K +20,360 +2%
MPAM
9
Monarch Partners Asset Management
Massachusetts
$9.44M +$1.23M +133,596 +15%
Wells Fargo
10
Wells Fargo
California
$8.39M -$366K -39,871 -4%
State Street
11
State Street
Massachusetts
$4.49M +$332K +36,100 +8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.01M +$443K +48,225 +12%
BCM
13
Bridgeway Capital Management
Texas
$3.27M -$888K -96,614 -21%
Northern Trust
14
Northern Trust
Illinois
$2.92M -$14.9K -1,620 -0.5%
Morgan Stanley
15
Morgan Stanley
New York
$2.48M +$1.36M +148,209 +122%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$2.15M -$5.51M -600,220 -72%
Victory Capital Management
17
Victory Capital Management
Texas
$1.79M +$229K +24,893 +15%
Ameriprise
18
Ameriprise
Minnesota
$1.62M -$684K -74,460 -30%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$1.59M +$1.11M +120,289 +228%
Bank of America
20
Bank of America
North Carolina
$1.51M +$48.1K +5,234 +3%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$1.44M -$77.6K -8,442 -5%
PPA
22
Parametric Portfolio Associates
Washington
$1.43M +$8.83K +961 +0.6%
SMH
23
Sanders Morris Harris
Texas
$1.38M
Fisher Asset Management
24
Fisher Asset Management
Washington
$1.17M +$255K +27,782 +28%
Prudential Financial
25
Prudential Financial
New Jersey
$1.15M +$30.3K +3,300 +3%

ESTE Hedge Fund Activity: Q3 2021 in Review

99 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Earthstone Energy Inc. Class A Common Stock (ESTE) for Q3 2021, worth a combined $283M — down 17% from $343M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ESTE positions and 11 closed out — a net gain of 11 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $16.1M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $5.51M.

  • 99 institutional investors held Earthstone Energy Inc. Class A Common Stock (ESTE) as of Q3 2021, up from 90 in Q2 2021.
  • Funds reported $283M of Earthstone Energy Inc. Class A Common Stock stock for Q3 2021, down 17% quarter-over-quarter.
  • 22 funds opened new Earthstone Energy Inc. Class A Common Stock positions in Q3 2021 and 11 closed out, a net change of +11 holders.
  • The largest Earthstone Energy Inc. Class A Common Stock buyer in Q3 2021 was William Blair Investment Management, an estimated $16.1M added.
  • The largest Earthstone Energy Inc. Class A Common Stock seller in Q3 2021 was Hotchkis & Wiley Capital Management, an estimated $5.51M sold.

Based on aggregated 13F filings for Q3 2021.