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OBE

Obsidian Energy

101 hedge funds and large institutions have $73.3M invested in Obsidian Energy in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.42M

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

5% more funds holding

Funds holding: 96101 (+5)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0.9% more ownership

Funds ownership: 12.71%13.61% (+0.9%)

13% less capital invested

Capital invested by funds: $84.4M → $73.3M (-$11.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
31
Reduced
30
Closed
10
Calls
$2.43M
Puts
$1.42M
Net Calls
+$1M
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$13.7K +$14.4K +1,869 +1,316%
PGAM
77
Princeton Global Asset Management
New Jersey
$10.3K
CSB
78
City State Bank
Iowa
$6K -$447 -58 -7%
GWM
79
Geneos Wealth Management
Colorado
$5.89K
W
80
WealthCollab
Washington
$4.52K +$5.13K +666 New
ASN
81
Advisory Services Network
Georgia
$3.97K +$4.5K +585 New
FFA
82
Farther Finance Advisors
California
$1.66K
BWL
83
Bogart Wealth LLC
Virginia
$1.05K
PA
84
Parallel Advisors
California
$1.02K
FGA
85
Fortis Group Advisors
New Jersey
$962 +$547 +71 +100%
NECFA
86
New England Capital Financial Advisors
Connecticut
$631
1832 Asset Management
87
1832 Asset Management
Ontario, Canada
$624
SWA
88
SOA Wealth Advisors
New York
$617
RWM
89
Ruedi Wealth Management
Illinois
$576
RAM
90
Riggs Asset Management
Pennsylvania
$516 -$647 -84 -53%
TVAMP
91
Tennessee Valley Asset Management Partners
Tennessee
$481 +$547 +71 New
JWM
92
Janiczek Wealth Management
Colorado
$360 +$408 +53 New
S
93
Sachetta
Massachusetts
$333 +$377 +49 New
RhumbLine Advisers
94
RhumbLine Advisers
Massachusetts
$305
JP Morgan Chase
95
JP Morgan Chase
New York
$298 -$8.63K -1,121 -96%
WIM
96
Westside Investment Management
California
$285
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$271
HI
98
Harbour Investments
Wisconsin
$95
SN
99
Sittner & Nelson
Oregon
$48
BlackRock
100
BlackRock
New York
$7

OBE Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Obsidian Energy (OBE) for Q4 2023, worth a combined $73.3M — down 13% from $84.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OBE positions and 10 closed out — a net gain of 6 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $8.28M. The largest seller was Millennium Management, cutting an estimated $2.63M.

  • 101 institutional investors held Obsidian Energy (OBE) as of Q4 2023, up from 96 in Q3 2023.
  • Funds reported $73.3M of Obsidian Energy stock for Q4 2023, down 13% quarter-over-quarter.
  • 16 funds opened new Obsidian Energy positions in Q4 2023 and 10 closed out, a net change of +6 holders.
  • The largest Obsidian Energy buyer in Q4 2023 was Mackenzie Financial, an estimated $8.28M added.
  • The largest Obsidian Energy seller in Q4 2023 was Millennium Management, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2023.