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Magnolia Oil & Gas
MGY

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: 2 → 4 (+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: 297 → 324 (+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

Top Buyers

1
BlackRock
BlackRock
New York
+$265M
2
State Street
State Street
Massachusetts
+$72.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$64.8M
4
BTW
Boston Trust Walden
Massachusetts
+$46.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$39.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$58.4M
2
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$40.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$21.3M
4
ACG
Aventail Capital Group
New York
-$18.4M
5
HHAM
HITE Hedge Asset Management
Massachusetts
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
301
Stephens Inc
Arkansas
$3.42K – – –
PFC
302
Phocas Financial Corp
California
$3.32K -$87.9K -4,006 -3%
BIA
303
Bell Investment Advisors
California
$3.22K – – –
BFEC
304
Benjamin F. Edwards & Company
Missouri
$3K – – –
SPIA
305
Steward Partners Investment Advisory
New York
$2.62K +$2.22K +101 New
JWA
306
JFS Wealth Advisors
Pennsylvania
$2.54K – – –
VCM
307
Versant Capital Management
Arizona
$2.39K – – –
QL
308
Quarry LP
New York
$2.31K +$1.95K +89 New
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$2.08K +$1.75K +80 New
VNA
310
Valley National Advisers
Pennsylvania
$2K +$439 +20 +21%
UB
311
UMB Bank
Missouri
$1.97K +$1.67K +76 New
AAP
312
Arax Advisory Partners
Colorado
$1.61K – – –
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$1.45K – – –
A
314
AlphaQuest
New York
$1.17K +$987 +45 New
PWA
315
Provenance Wealth Advisors
Florida
$1.04K – – –
CFGS
316
Concourse Financial Group Securities
Alabama
$804 +$680 +31 New
SIC
317
SJS Investment Consulting
Ohio
$779 – – –
ECM
318
Everence Capital Management
Indiana
$419 +$354K +16,130 New
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$390 – – –
RIL
320
Rothschild Investment LLC
Illinois
$389 +$329 +15 New
FGAM
321
Financial Gravity Asset Management
Texas
$367 +$307 +14 New
PFBT
322
Parkside Financial Bank & Trust
Missouri
$364 +$307 +14 New
Walleye Trading
323
Walleye Trading
New York
$182 +$154 +7 New
TWP
324
TFO Wealth Partners
Ohio
$156 – – –
ACG
325
Aventail Capital Group
New York
– -$18.4M -863,844 Closed
11 12
13
14 15

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.