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Magnolia Oil & Gas

164 hedge funds and large institutions have $740M invested in Magnolia Oil & Gas in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 43

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

3% more funds holding

Funds holding: 160164 (+4)

0.63% more ownership

Funds ownership: 109.18%109.81% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

57% less call options, than puts

Call options by funds: $642K | Put options by funds: $1.5M

68% less capital invested

Capital invested by funds: $2.3B → $740M (-$1.56B)

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
63
Reduced
43
Closed
34
Calls
$642K
Puts
$1.5M
Net Calls
-$855K
Net Calls Change
+$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
E
1
EnerVest
Texas
$140M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$65.9M +$35.9M +4,168,350 +34%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65.5M -$72.6M -8,442,149 -34%
DSA
4
Davis Selected Advisers
Arizona
$48.8M +$1.43M +166,079 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$44.2M +$4.72M +549,010 +5%
Victory Capital Management
6
Victory Capital Management
Texas
$36.6M +$40.6M +4,723,870 +107%
BlackRock
7
BlackRock
New York
$33.3M +$7.65M +888,585 +12%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$31M -$13.6M -1,577,466 -17%
SAM
9
Silvercrest Asset Management
New York
$27.7M +$14.7M +1,707,388 +33%
ECA
10
Encompass Capital Advisors
New York
$18M -$6.21M -721,501 -14%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$17.8M -$34.7M -4,034,456 -48%
State Street
12
State Street
Massachusetts
$16M +$5.13M +596,345 +18%
CCP
13
Caymus Capital Partners
Texas
$10.2M +$22M +2,554,892 New
CLG
14
Cooperman Leon G
$9.82M +$817K +94,950 +4%
N
15
Nuveen
North Carolina
$9.69M +$26.5K +3,081 +0.1%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$9.68M -$19.4M -2,256,962 -48%
Wells Fargo
17
Wells Fargo
California
$8.06M +$2.87M +333,128 +20%
Capital World Investors
18
Capital World Investors
California
$8M -$17.2M -2,000,000 -50%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$6.94M +$14.9M +1,735,864 New
SFM
20
Systematic Financial Management
New Jersey
$6.78M +$601K +69,845 +4%
WRF
21
Waddell & Reed Financial
Kansas
$6.38M -$1.39M -161,697 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.15M +$6.49M +754,208 +96%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$5.71M +$990K +115,055 +9%
Northern Trust
24
Northern Trust
Illinois
$5.09M +$107K +12,458 +1%
American Century Companies
25
American Century Companies
Missouri
$4.98M -$3.65M -424,037 -25%

MGY Hedge Fund Activity: Q1 2020 in Review

164 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Magnolia Oil & Gas (MGY) for Q1 2020, worth a combined $740M — down 68% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MGY positions and 34 closed out — a net gain of 6 holders — while 63 added to existing stakes and 43 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $40.6M. The largest seller was Fidelity Investments, cutting an estimated $72.6M.

  • 164 institutional investors held Magnolia Oil & Gas (MGY) as of Q1 2020, up from 160 in Q4 2019.
  • Funds reported $740M of Magnolia Oil & Gas stock for Q1 2020, down 68% quarter-over-quarter.
  • 40 funds opened new Magnolia Oil & Gas positions in Q1 2020 and 34 closed out, a net change of +6 holders.
  • The largest Magnolia Oil & Gas buyer in Q1 2020 was Victory Capital Management, an estimated $40.6M added.
  • The largest Magnolia Oil & Gas seller in Q1 2020 was Fidelity Investments, an estimated $72.6M sold.

Based on aggregated 13F filings for Q1 2020.