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Northern Oil and Gas

130 hedge funds and large institutions have $119M invested in Northern Oil and Gas in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

0.76% less ownership

Funds ownership: 5.18%4.41% (-0.76%)

17% less funds holding

Funds holding: 157130 (-27)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

59% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 41

76% less capital invested

Capital invested by funds: $491M → $119M (-$373M)

84% less call options, than puts

Call options by funds: $237K | Put options by funds: $1.45M

Holders
130
Holders Change
-27
Holders Change %
-17.2%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
48
Reduced
43
Closed
41
Calls
$237K
Puts
$1.45M
Net Calls
-$1.22M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AGC
1
Angelo Gordon & Co
New York
$20.3M +$907K +62,141 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$16.5M -$4.37M -299,049 -11%
BlackRock
3
BlackRock
New York
$13.8M -$921K -63,062 -3%
State Street
4
State Street
Massachusetts
$10.5M +$4.42M +302,907 +24%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.44M +$567K +38,858 +3%
Balyasny Asset Management
6
Balyasny Asset Management
Illinois
$4.99M -$494K -33,800 -4%
Invesco
7
Invesco
Georgia
$4.61M +$1.9M +130,365 +23%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.89M +$247K +16,904 +3%
SCM
9
SIR Capital Management
New York
$3.1M -$74.1K -5,076 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.42M +$592K +40,524 +13%
Northern Trust
11
Northern Trust
Illinois
$2.27M -$66.2K -4,535 -1%
NC
12
Nokomis Capital
Texas
$2.14M +$121K +8,290 +3%
US Bancorp
13
US Bancorp
Minnesota
$1.82M
BCM
14
Bridgeway Capital Management
Texas
$1.41M -$181K -12,370 -6%
WMSA
15
Weiss Multi-Strategy Advisers
New York
$1.31M -$37.9K -2,598 -1%
ACM
16
Arosa Capital Management
Florida
$1.13M +$717K +49,100 +41%
Charles Schwab
17
Charles Schwab
California
$1.04M +$15.6K +1,069 +0.7%
Bank of America
18
Bank of America
North Carolina
$926K +$1.14M +78,406 +128%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$871K +$94.5K +6,472 +5%
LSV Asset Management
20
LSV Asset Management
Illinois
$858K +$41K +2,810 +2%
N
21
Nuveen
North Carolina
$843K -$6.15K -421 -0.3%
Goldman Sachs
22
Goldman Sachs
New York
$810K +$181K +12,412 +11%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$763K +$726K +49,710 +76%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$683K -$80.1K -5,484 -5%
UBS Group
25
UBS Group
Switzerland
$648K +$710K +48,597 +99%

NOG Hedge Fund Activity: Q1 2020 in Review

130 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Northern Oil and Gas (NOG) for Q1 2020, worth a combined $119M — down 76% from $491M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of NOG and 17 opened new positions — a net loss of 24 holders — while 43 trimmed existing stakes and 48 added.

The largest buyer was State Street, adding an estimated $4.42M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $19.5M sold.

  • 130 institutional investors held Northern Oil and Gas (NOG) as of Q1 2020, down from 157 in Q4 2019.
  • Funds reported $119M of Northern Oil and Gas stock for Q1 2020, down 76% quarter-over-quarter.
  • 17 funds opened new Northern Oil and Gas positions in Q1 2020 and 41 closed out, a net change of -24 holders.
  • The largest Northern Oil and Gas buyer in Q1 2020 was State Street, an estimated $4.42M added.
  • The largest Northern Oil and Gas seller in Q1 2020 was Portolan Capital Management, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2020.