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Northern Oil and Gas

155 hedge funds and large institutions have $775M invested in Northern Oil and Gas in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

2% more funds holding

Funds holding: 152155 (+3)

8% more call options, than puts

Call options by funds: $6.82M | Put options by funds: $6.3M

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

0.06% more ownership

Funds ownership: 8.51%8.57% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $792M → $775M (-$16.1M)

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
53
Reduced
52
Closed
20
Calls
$6.82M
Puts
$6.3M
Net Calls
+$516K
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M +$56M +387,134 +71%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$118M -$12.8M -88,145 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.7M +$1.72M +11,886 +3%
BFA
4
BlackRock Fund Advisors
California
$48.3M -$145K -1,005 -0.3%
WA
5
Wasatch Advisors
Utah
$37.4M -$562K -3,880 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$35M +$9M +62,198 +35%
State Street
7
State Street
Massachusetts
$33.1M +$4.17M +28,840 +15%
FAM
8
Fred Alger Management
New York
$26.9M +$6.36M +43,958 +31%
BIT
9
BlackRock Institutional Trust
California
$26.4M +$681K +4,703 +3%
CIP
10
Champlain Investment Partners
Vermont
$19.4M -$636K -4,392 -3%
GCM
11
Graham Capital Management
Connecticut
$16.4M -$901K -6,222 -5%
NC
12
Nokomis Capital
Texas
$13.8M +$6.72M +46,460 +96%
LI
13
LMCG Investments
Massachusetts
$13.5M -$610K -4,218 -4%
Northern Trust
14
Northern Trust
Illinois
$13.3M -$851K -5,882 -6%
Norges Bank
15
Norges Bank
Norway
$11.2M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$9.88M -$326K -2,255 -3%
CHAM
17
Clear Harbor Asset Management
Connecticut
$9.65M -$993K -6,860 -9%
NC
18
NBW Capital
Massachusetts
$6.73M -$2.05M -14,190 -24%
SLG
19
Stanley-Laman Group
Pennsylvania
$6.48M +$6.41M +44,317 New
Ameriprise
20
Ameriprise
Minnesota
$6.18M +$930K +6,427 +18%
PCM
21
Portolan Capital Management
Massachusetts
$5.7M +$12.7K +88 +0.2%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.31M +$185K +1,277 +4%
LCM
23
Lucas Capital Management
New Jersey
$5.21M -$499K -3,450 -9%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$5.11M +$549K +3,790 +12%
PCMI
25
Paradigm Capital Management Inc
New York
$4.81M -$2.88M -19,878 -38%

NOG Hedge Fund Activity: Q1 2014 in Review

155 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Northern Oil and Gas (NOG) for Q1 2014, worth a combined $775M — down 2% from $792M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NOG positions and 20 closed out — a net gain of 6 holders — while 53 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $56M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $30.1M sold.

  • 155 institutional investors held Northern Oil and Gas (NOG) as of Q1 2014, up from 152 in Q4 2013.
  • Funds reported $775M of Northern Oil and Gas stock for Q1 2014, down 2% quarter-over-quarter.
  • 26 funds opened new Northern Oil and Gas positions in Q1 2014 and 20 closed out, a net change of +6 holders.
  • The largest Northern Oil and Gas buyer in Q1 2014 was Fidelity Investments, an estimated $56M added.
  • The largest Northern Oil and Gas seller in Q1 2014 was Balyasny Asset Management, an estimated $30.1M sold.

Based on aggregated 13F filings for Q1 2014.