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KGEI

Kolibri Global Energy

59 hedge funds and large institutions have $85.3M invested in Kolibri Global Energy in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 6059 (-1)

3.56% less ownership

Funds ownership: 41.78%38.22% (-3.6%)

16% less capital invested

Capital invested by funds: $102M → $85.3M (-$16.6M)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
16
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1
TFG Asset Management
Cayman Islands
$39.2M +$9.96K +1,711 +0%
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$10.5M +$153K +26,346 New
BlackRock
3
BlackRock
New York
$9.29M -$464K -79,698 -5%
UBS Group
4
UBS Group
Switzerland
$5.09M -$1.83M -313,455 -25%
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$4.43M -$17 -3 -0%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.08M -$478K -82,022 -18%
Bank of America
7
Bank of America
North Carolina
$2.07M -$1.07M -183,374 -33%
State Street
8
State Street
Massachusetts
$1.72M +$436K +74,882 +32%
Connor, Clark & Lunn Investment Management (CC&L)
9
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.47M -$140K -24,000 -8%
Citigroup
10
Citigroup
New York
$1.16M +$21.8K +3,748 +2%
Vanguard Group
11
Vanguard Group
Pennsylvania
$1M -$276K -47,399 -21%
Northern Trust
12
Northern Trust
Illinois
$948K -$163K -28,036 -14%
JP Morgan Chase
13
JP Morgan Chase
New York
$829K -$130K -22,345 -13%
SO
14
STRS Ohio
Ohio
$551K +$129K +22,100 +29%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$430K +$11.9K +2,042 +3%
Charles Schwab
16
Charles Schwab
California
$414K -$83K -14,246 -16%
Morgan Stanley
17
Morgan Stanley
New York
$413K -$110K -18,943 -20%
BCM
18
Bridgeway Capital Management
Texas
$344K +$147K +25,161 +68%
Jane Street
19
Jane Street
New York
$315K +$331K +56,893 New
EF
20
Empowered Funds
Pennsylvania
$288K +$147K +25,161 +94%
PAM
21
Panagora Asset Management
Massachusetts
$288K -$10.5K -1,797 -3%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$264K -$24.2K -4,157 -8%
Barclays
23
Barclays
United Kingdom
$246K -$116K -19,964 -31%
Goldman Sachs
24
Goldman Sachs
New York
$200K -$257K -44,065 -55%
N
25
Nuveen
North Carolina
$186K -$71.1K -12,217 -27%

KGEI Hedge Fund Activity: Q3 2025 in Review

59 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Kolibri Global Energy (KGEI) for Q3 2025, worth a combined $85.3M — down 16% from $102M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of KGEI and 13 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 16 added.

The largest buyer was State Street, adding an estimated $436K. The largest seller was UBS Group, cutting an estimated $1.83M.

  • 59 institutional investors held Kolibri Global Energy (KGEI) as of Q3 2025, down from 60 in Q2 2025.
  • Funds reported $85.3M of Kolibri Global Energy stock for Q3 2025, down 16% quarter-over-quarter.
  • 13 funds opened new Kolibri Global Energy positions in Q3 2025 and 14 closed out, a net change of -1 holder.
  • The largest Kolibri Global Energy buyer in Q3 2025 was State Street, an estimated $436K added.
  • The largest Kolibri Global Energy seller in Q3 2025 was UBS Group, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2025.