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Ring Energy

59 hedge funds and large institutions have $114M invested in Ring Energy in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $393K | Put options by funds: $205K

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

5.52% more ownership

Funds ownership: 36.89%42.42% (+5.5%)

8% less funds holding

Funds holding: 6459 (-5)

18% less capital invested

Capital invested by funds: $140M → $114M (-$25.3M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
16
Closed
12
Calls
$393K
Puts
$205K
Net Calls
+$188K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Menta Capital
California
$725K -$83.8K -6,695 -9%
BIM
27
BlackRock Investment Management
Delaware
$616K -$1.05K -84 -0.1%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$548K +$28.2K +2,255 +5%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$547K
BCM
30
Bridgeway Capital Management
Texas
$463K
Goldman Sachs
31
Goldman Sachs
New York
$442K -$193K -15,420 -27%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$393K +$1.99K +159 +0.4%
AA
33
ALPS Advisors
Colorado
$368K -$58.5K -4,669 -12%
TA
34
Teachers Advisors
New York
$323K
MERSOM
35
Municipal Employees' Retirement System of Michigan
Michigan
$305K +$363K +29,000 New
Charles Schwab
36
Charles Schwab
California
$287K
DGHMC
37
Dalton, Greiner, Hartman, Maher & Co
New York
$234K +$279K +22,290 New
MLICM
38
Metropolitan Life Insurance Company (MetLife)
New York
$197K
NFA
39
Nationwide Fund Advisors
Ohio
$164K -$150K -11,963 -43%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$155K
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$145K +$7.2K +575 +4%
AIG
42
American International Group
New York
$133K -$1.2K -96 -0.8%
Bank of America
43
Bank of America
North Carolina
$129K -$5.08K -406 -3%
AQR Capital Management
44
AQR Capital Management
Connecticut
$127K
BA
45
BlackRock Advisors
Delaware
$106K -$6.05K -483 -5%
UBS Group
46
UBS Group
Switzerland
$86K +$102K +8,159 New
Citadel Advisors
47
Citadel Advisors
Florida
$40K +$48.1K +3,841 New
Citigroup
48
Citigroup
New York
$36K +$34.1K +2,725 +352%
US Bancorp
49
US Bancorp
Minnesota
$34K +$9.53K +761 +31%
Barclays
50
Barclays
United Kingdom
$12K -$37K -2,959 -72%

REI Hedge Fund Activity: Q4 2014 in Review

59 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Ring Energy (REI) for Q4 2014, worth a combined $114M — down 18% from $140M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of REI and 8 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 23 added.

The largest buyer was Royal Bank of Canada, adding an estimated $17.5M. The largest seller was Wellington Management Group, exiting entirely with an estimated $10.9M sold.

  • 59 institutional investors held Ring Energy (REI) as of Q4 2014, down from 64 in Q3 2014.
  • Funds reported $114M of Ring Energy stock for Q4 2014, down 18% quarter-over-quarter.
  • 8 funds opened new Ring Energy positions in Q4 2014 and 12 closed out, a net change of -4 holders.
  • The largest Ring Energy buyer in Q4 2014 was Royal Bank of Canada, an estimated $17.5M added.
  • The largest Ring Energy seller in Q4 2014 was Wellington Management Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2014.