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Magnolia Oil & Gas

324 hedge funds and large institutions have $5.78B invested in Magnolia Oil & Gas in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 116 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

36% more capital invested

Capital invested by funds: $4.25B → $5.78B (+$1.53B)

35% more call options, than puts

Call options by funds: $8.25M | Put options by funds: $6.11M

14.39% more ownership

Funds ownership: 107.72%122.11% (+14%)

10% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 105

9% more funds holding

Funds holding: 297324 (+27)

Holders
324
Holders Change
+27
Holders Change %
+9.09%
% of All Funds
4.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
66
Increased
116
Reduced
105
Closed
38
Calls
$8.25M
Puts
$6.11M
Net Calls
+$2.14M
Net Calls Change
+$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
251
Arlington Trust
Alabama
$138K
AF
252
Allworth Financial
California
$131K -$1.51K -69 -1%
TC
253
Truvestments Capital
Florida
$126K -$208K -9,478 -66%
CI Investments Inc
254
CI Investments Inc
Ontario, Canada
$123K +$14.4K +658 +16%
SOW
255
State of Wyoming
Wyoming
$115K +$2.15K +98 +2%
KBC Group
256
KBC Group
Belgium
$106K +$31.1K +1,418 +53%
QCG
257
Quadrant Capital Group
Ohio
$102K -$15.1K -687 -15%
FMP
258
Financial Management Professionals
Texas
$97K
CIM
259
Chiron Investment Management
New York
$72K +$26.3K +1,197 +76%
C
260
Covestor
United Kingdom
$71K +$5.51K +251 +10%
TRCT
261
Tower Research Capital (TRC)
New York
$68.5K -$458K -20,857 -89%
AssetMark Inc
262
AssetMark Inc
California
$63.3K -$439 -20 -0.8%
AA
263
Ancora Advisors
Ohio
$51.9K
Nisa Investment Advisors
264
Nisa Investment Advisors
Missouri
$45.7K +$2.63K +120 +7%
AWM
265
Avior Wealth Management
Nebraska
$45K +$38.1K +1,736 New
VAG
266
VisionPoint Advisory Group
Texas
$44K -$2.39K -109 -6%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$43K -$2.7K -123 -7%
AGWCA
268
Annis Gardner Whiting Capital Advisors
Florida
$42.8K +$36.2K +1,649 New
LC
269
Lindbrook Capital
California
$42.7K +$13.8K +627 +61%
PWMG
270
Private Wealth Management Group
New Jersey
$41.8K +$1.71K +78 +5%
HNB
271
Huntington National Bank
Ohio
$32.7K -$768 -35 -3%
NA
272
NewEdge Advisors
Louisiana
$29K -$7.13K -325 -23%
Ohio Public Employees Retirement System (OPERS)
273
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.4K +$5.02K +229 +26%
GWM
274
Geneos Wealth Management
Colorado
$25.9K
OIA
275
Optimum Investment Advisors
Illinois
$25.9K

MGY Hedge Fund Activity: Q1 2024 in Review

324 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Magnolia Oil & Gas (MGY) for Q1 2024, worth a combined $5.78B — up 36% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MGY positions and 38 closed out — a net gain of 28 holders — while 116 added to existing stakes and 105 trimmed.

The largest buyer was BlackRock, adding an estimated $265M. The largest seller was Morgan Stanley, cutting an estimated $58.4M.

  • 324 institutional investors held Magnolia Oil & Gas (MGY) as of Q1 2024, up from 297 in Q4 2023.
  • Funds reported $5.78B of Magnolia Oil & Gas stock for Q1 2024, up 36% quarter-over-quarter.
  • 66 funds opened new Magnolia Oil & Gas positions in Q1 2024 and 38 closed out, a net change of +28 holders.
  • The largest Magnolia Oil & Gas buyer in Q1 2024 was BlackRock, an estimated $265M added.
  • The largest Magnolia Oil & Gas seller in Q1 2024 was Morgan Stanley, an estimated $58.4M sold.

Based on aggregated 13F filings for Q1 2024.