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EXXI

ENERGY XXI LTD COM SHS
EXXI

Delisted

EXXI was delisted on the 22nd of April, 2016.

226 hedge funds and large institutions have $2.12B invested in ENERGY XXI LTD COM SHS in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 102 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 26

149% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 41

22% more funds holding

Funds holding: 185226 (+41)

9% more capital invested

Capital invested by funds: $1.94B → $2.12B (+$177M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

46% less call options, than puts

Call options by funds: $34.8M | Put options by funds: $64.9M

Holders
226
Holders Change
+41
Holders Change %
+22.16%
% of All Funds
6.5%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
67
Increased
102
Reduced
41
Closed
26
Calls
$34.8M
Puts
$64.9M
Net Calls
-$30.1M
Net Calls Change
-$69.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MKCM
1
Mount Kellett Capital Management
New York
$140M
Vanguard Group
2
Vanguard Group
Pennsylvania
$129M +$28.1M +1,247,314 +30%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$94.9M +$56M +2,483,584 +162%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$89M +$30.6M +1,356,706 +56%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$77.3M +$9.01M +399,469 +14%
HCM
6
Hayman Capital Management
Texas
$70.9M +$7.23M +320,600 +12%
BIT
7
BlackRock Institutional Trust
California
$68.4M +$14.5M +641,260 +28%
State Street
8
State Street
Massachusetts
$60.3M +$8.8M +390,200 +18%
SAM
9
Serengeti Asset Management
New York
$59.1M
CS
10
Credit Suisse
Switzerland
$58.5M +$3.06M +135,657 +6%
BFA
11
BlackRock Fund Advisors
California
$57.5M +$8.33M +369,526 +18%
TSW
12
Thompson Siegel & Walmsley
Virginia
$56.4M +$14.3M +636,017 +36%
Wells Fargo
13
Wells Fargo
California
$50.5M -$25.4M -1,124,664 -34%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$49.8M +$2.19M +97,016 +5%
O
15
OppenheimerFunds
New York
$48.2M +$13.2M +584,023 +40%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$44.1M +$26.8M +1,188,122 +175%
FTCM
17
Fir Tree Capital Management
New York
$42.9M -$67.6M -3,000,200 -62%
Norges Bank
18
Norges Bank
Norway
$42.6M +$24.1M +1,067,851 +145%
CC
19
Carlson Capital
Texas
$40.1M +$38.2M +1,695,816 New
TAM
20
Tocqueville Asset Management
New York
$39.2M +$17.1M +756,455 +84%
DIA
21
Denver Investment Advisors
Colorado
$32M -$669K -29,660 -2%
Northern Trust
22
Northern Trust
Illinois
$31.7M +$2.05M +90,872 +7%
Parnassus Investments
23
Parnassus Investments
California
$29.3M +$10.9M +482,570 +64%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$26.4M +$14.6M +645,700 +137%
LSV Asset Management
25
LSV Asset Management
Illinois
$22.3M +$3.41M +151,046 +19%

EXXI Hedge Fund Activity: Q2 2014 in Review

226 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in ENERGY XXI LTD COM SHS (EXXI) for Q2 2014, worth a combined $2.12B — up 9.1% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EXXI positions and 26 closed out — a net gain of 41 holders — while 102 added to existing stakes and 41 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $56M. The largest seller was Fir Tree Capital Management, cutting an estimated $67.6M.

  • 226 institutional investors held ENERGY XXI LTD COM SHS (EXXI) as of Q2 2014, up from 185 in Q1 2014.
  • Funds reported $2.12B of ENERGY XXI LTD COM SHS stock for Q2 2014, up 9.1% quarter-over-quarter.
  • 67 funds opened new ENERGY XXI LTD COM SHS positions in Q2 2014 and 26 closed out, a net change of +41 holders.
  • The largest ENERGY XXI LTD COM SHS buyer in Q2 2014 was Wellington Management Group, an estimated $56M added.
  • The largest ENERGY XXI LTD COM SHS seller in Q2 2014 was Fir Tree Capital Management, an estimated $67.6M sold.

Based on aggregated 13F filings for Q2 2014.