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ESTE

Earthstone Energy Inc. Class A Common Stock

Delisted

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

172 hedge funds and large institutions have $1.91B invested in Earthstone Energy Inc. Class A Common Stock in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

36% more capital invested

Capital invested by funds: $1.4B → $1.91B (+$501M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

3% more funds holding

Funds holding: 167172 (+5)

4% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $14.1M

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
2.73%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
42
Increased
65
Reduced
42
Closed
37
Calls
$14.7M
Puts
$14.1M
Net Calls
+$566K
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EECFX
1
EnCap Energy Capital Fund XI
Texas
$401M
POEH
2
Post Oak Energy Holdings
Texas
$226M
OGM
3
OnyxPoint Global Management
New York
$117M
BlackRock
4
BlackRock
New York
$83.6M +$7.14M +409,448 +11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$71M +$5.41M +310,059 +10%
Macquarie Group
6
Macquarie Group
Australia
$62.6M +$2.55M +146,228 +5%
American Century Companies
7
American Century Companies
Missouri
$58.9M +$1.5M +85,895 +3%
State Street
8
State Street
Massachusetts
$53.8M -$2.64M -151,494 -5%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$47.6M -$3.23M -185,504 -7%
EECFV
10
EnCap Energy Capital Fund VIII
Texas
$46.6M
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$45.3M +$38.2M +2,191,142 +4,847%
RIM
12
Ranger Investment Management
Texas
$40.7M -$26.8M -1,534,974 -43%
FTCM
13
First Trust Capital Management
Illinois
$38.6M +$33.2M +1,905,293 New
WP
14
Woodline Partners
California
$37.9M +$1.51M +86,494 +5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$34.2M +$16.3M +933,306 +124%
Millennium Management
16
Millennium Management
New York
$33.2M +$16.1M +924,708 +130%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$24.7M +$4.88M +279,670 +30%
SSA
18
Schonfeld Strategic Advisors
New York
$21.4M +$16.4M +939,480 +785%
NAM
19
Nexpoint Asset Management
Texas
$21.4M +$18.5M +1,058,949 New
UBS Group
20
UBS Group
Switzerland
$20.4M +$15.9M +912,704 +966%
Morgan Stanley
21
Morgan Stanley
New York
$19.9M +$4.09M +234,718 +31%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$19.5M +$16.8M +964,720 New
WIC
23
Water Island Capital
New York
$17.9M +$15.4M +885,597 New
AAM
24
Alpine Associates Management
Florida
$17.6M +$15.1M +867,400 New
GKIM
25
GW&K Investment Management
Massachusetts
$16M -$479K -27,497 -3%

ESTE Hedge Fund Activity: Q3 2023 in Review

172 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Earthstone Energy Inc. Class A Common Stock (ESTE) for Q3 2023, worth a combined $1.91B — up 36% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ESTE positions and 37 closed out — a net gain of 5 holders — while 65 added to existing stakes and 42 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $38.2M. The largest seller was Warburg Pincus, exiting entirely with an estimated $184M sold.

  • 172 institutional investors held Earthstone Energy Inc. Class A Common Stock (ESTE) as of Q3 2023, up from 167 in Q2 2023.
  • Funds reported $1.91B of Earthstone Energy Inc. Class A Common Stock stock for Q3 2023, up 36% quarter-over-quarter.
  • 42 funds opened new Earthstone Energy Inc. Class A Common Stock positions in Q3 2023 and 37 closed out, a net change of +5 holders.
  • The largest Earthstone Energy Inc. Class A Common Stock buyer in Q3 2023 was Balyasny Asset Management, an estimated $38.2M added.
  • The largest Earthstone Energy Inc. Class A Common Stock seller in Q3 2023 was Warburg Pincus, an estimated $184M sold.

Based on aggregated 13F filings for Q3 2023.