We are live on ! Find out more
MGY icon

Magnolia Oil & Gas
MGY

297 hedge funds and large institutions have $4.25B invested in Magnolia Oil & Gas in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 31

17% more call options, than puts

Call options by funds: $3.47M | Put options by funds: $2.95M

15% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 98

5.44% more ownership

Funds ownership: 102.28% → 107.72% (+5.4%)

3% more funds holding

Funds holding: 287 → 297 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $4.41B → $4.25B (-$156M)

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
113
Reduced
98
Closed
31
Calls
$3.47M
Puts
$2.95M
Net Calls
+$514K
Net Calls Change
+$454K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$69.5M
2
BlackRock
BlackRock
New York
+$39.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$37.3M
4
American Century Companies
American Century Companies
Missouri
+$28.8M
5
RIM
Ranger Investment Management
Texas
+$25.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$42.6M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$13M
4
ZDA
Zweig-DiMenna Associates
New York
-$8.33M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
226
Regions Financial Corp
Alabama
$224K -$9.57K -437 -4%
ACM
227
Andina Capital Management
Utah
$221K +$227K +10,363 New
MLICM
228
Metropolitan Life Insurance Company (MetLife)
New York
$217K -$8.1K -370 -4%
FB
229
Fulton Bank
Pennsylvania
$213K +$219K +9,984 New
LWCFA
230
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K – – –
S
231
SignatureFD
Georgia
$198K +$21.6K +988 +12%
UBS Group
232
UBS Group
Switzerland
$188K +$133K +6,094 +221%
IA
233
IFP Advisors
Florida
$182K +$963 +44 +0.5%
National Bank of Canada
234
National Bank of Canada
Quebec, Canada
$168K -$14.8K -678 -8%
PI
235
PEAK6 Investments
Illinois
$146K +$150K +6,849 New
US Bancorp
236
US Bancorp
Minnesota
$121K -$1.64K -75 -1%
AT
237
Arlington Trust
Alabama
$113K +$116K +5,320 New
IWA
238
Icon Wealth Advisors
Texas
$110K +$113K +5,170 New
AF
239
Allworth Financial
California
$109K +$2.98K +136 +3%
QCG
240
Quadrant Capital Group
Ohio
$98.4K +$29.1K +1,331 +40%
SOW
241
State of Wyoming
Wyoming
$92.2K +$11.9K +542 +14%
CI Investments Inc
242
CI Investments Inc
Ontario, Canada
$87K +$53.2K +2,429 +148%
FMP
243
Financial Management Professionals
Texas
$80K -$1.25K -57 -2%
PCM
244
Penserra Capital Management
California
$68K +$70.3K +3,213 New
KBC Group
245
KBC Group
Belgium
$57K – – –
C
246
Covestor
United Kingdom
$53K -$18.9K -864 -26%
AssetMark Inc
247
AssetMark Inc
California
$52.4K +$4.49K +205 +9%
AA
248
Ancora Advisors
Ohio
$42.6K – – –
SWS
249
SYSTM Wealth Solutions
Illinois
$39.1K +$40.2K +1,835 New
VAG
250
VisionPoint Advisory Group
Texas
$38.4K +$5.84K +267 +17%
8 9
10
11 12

MGY Hedge Fund Activity: Q4 2023 in Review

297 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Magnolia Oil & Gas (MGY) for Q4 2023, worth a combined $4.25B — down 3.5% from $4.41B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MGY positions and 31 closed out — a net gain of 15 holders — while 113 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.5M. The largest seller was Fidelity Investments, cutting an estimated $44.8M.

  • 297 institutional investors held Magnolia Oil & Gas (MGY) as of Q4 2023, up from 287 in Q3 2023.
  • Funds reported $4.25B of Magnolia Oil & Gas stock for Q4 2023, down 3.5% quarter-over-quarter.
  • 46 funds opened new Magnolia Oil & Gas positions in Q4 2023 and 31 closed out, a net change of +15 holders.
  • The largest Magnolia Oil & Gas buyer in Q4 2023 was Morgan Stanley, an estimated $69.5M added.
  • The largest Magnolia Oil & Gas seller in Q4 2023 was Fidelity Investments, an estimated $44.8M sold.

Based on aggregated 13F filings for Q4 2023.