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Northern Oil and Gas

146 hedge funds and large institutions have $946M invested in Northern Oil and Gas in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

890% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $4.86M

71% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 35

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

7% more capital invested

Capital invested by funds: $883M → $946M (+$63.5M)

2% more funds holding

Funds holding: 143146 (+3)

1.73% more ownership

Funds ownership: 65.1%66.82% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
60
Reduced
35
Closed
23
Calls
$48.1M
Puts
$4.86M
Net Calls
+$43.2M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$104M +$3.47M +198,548 +4%
BlackRock
2
BlackRock
New York
$79.4M +$2.57M +147,007 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$77.6M +$6.1M +349,029 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$77.2M +$5.12M +292,798 +9%
AGC
5
Angelo Gordon & Co
New York
$67.1M
State Street
6
State Street
Massachusetts
$46.1M -$2.08M -119,301 -5%
CCM
7
Copeland Capital Management
Pennsylvania
$38.8M +$9.22M +527,503 +41%
Invesco
8
Invesco
Georgia
$36.4M +$1.85M +106,119 +7%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$29.2M +$14.8M +844,377 +162%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$23M -$2.53M -144,542 -12%
KCM
11
Kennedy Capital Management
Missouri
$21.1M +$7.39M +422,740 +75%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$19.6M -$14.4M -825,401 -47%
WMSA
13
Weiss Multi-Strategy Advisers
New York
$19.2M -$293K -16,787 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$18.3M +$1.24M +71,249 +9%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$18.2M +$5.14M +293,980 +53%
N
16
Nuveen
North Carolina
$14.9M +$3.79M +216,826 +45%
Two Sigma Investments
17
Two Sigma Investments
New York
$14.7M -$2.46M -140,849 -17%
Northern Trust
18
Northern Trust
Illinois
$12.6M +$891K +50,992 +9%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$12.4M +$8.55M +489,192 +529%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$11.6M +$512K +29,320 +6%
1SAMC
21
12th Street Asset Management Company
Tennessee
$11.6M +$9.44M +540,244 New
Millennium Management
22
Millennium Management
New York
$11.3M +$2.67M +152,568 +41%
Wells Fargo
23
Wells Fargo
California
$10.8M +$5.97M +341,533 +209%
PCM
24
Portolan Capital Management
Massachusetts
$9.81M -$10.9M -621,545 -58%
Ameriprise
25
Ameriprise
Minnesota
$8.37M +$3.59M +205,573 +111%

NOG Hedge Fund Activity: Q3 2021 in Review

146 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Northern Oil and Gas (NOG) for Q3 2021, worth a combined $946M — up 7.2% from $883M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NOG positions and 23 closed out — a net gain of 5 holders — while 60 added to existing stakes and 35 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $14.8M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $32.3M sold.

  • 146 institutional investors held Northern Oil and Gas (NOG) as of Q3 2021, up from 143 in Q2 2021.
  • Funds reported $946M of Northern Oil and Gas stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 28 funds opened new Northern Oil and Gas positions in Q3 2021 and 23 closed out, a net change of +5 holders.
  • The largest Northern Oil and Gas buyer in Q3 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $14.8M added.
  • The largest Northern Oil and Gas seller in Q3 2021 was Adage Capital Partners, an estimated $32.3M sold.

Based on aggregated 13F filings for Q3 2021.