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Ring Energy

152 hedge funds and large institutions have $136M invested in Ring Energy in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,985% more call options, than puts

Call options by funds: $9.76M | Put options by funds: $192K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 53

1.39% less ownership

Funds ownership: 51.91%50.52% (-1.4%)

3% less funds holding

Funds holding: 157152 (-5)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

17% less capital invested

Capital invested by funds: $165M → $136M (-$28.5M)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
52
Reduced
53
Closed
26
Calls
$9.76M
Puts
$192K
Net Calls
+$9.57M
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$13.8K -$6.14K -4,093 -29%
X
127
Xponance
Pennsylvania
$13.7K +$15.1K +10,081 New
BIA
128
Barry Investment Advisors
Massachusetts
$13.6K
RWML
129
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.72K -$3.77K -2,511 -31%
FFO
130
Fortitude Family Office
Arizona
$7.01K -$8.98K -5,984 -54%
SCM
131
Sterling Capital Management
North Carolina
$6.46K +$6.42K +4,276 +910%
AB
132
Amalgamated Bank
New York
$6K
Russell Investments Group
133
Russell Investments Group
United Kingdom
$5.59K -$18.8K -12,542 -75%
WW
134
Winnow Wealth
Texas
$4.58K +$5.05K +3,365 New
GM
135
GeoWealth Management
Illinois
$4.08K +$2.04K +1,361 +83%
HCM
136
Hollencrest Capital Management
California
$4.08K
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$3.4K +$3.61K +2,406 +2,480%
HCA
138
Harbor Capital Advisors
Illinois
$3K -$38 -25 -1%
QCG
139
Quadrant Capital Group
Ohio
$2.62K -$15.5K -10,308 -84%
W
140
WealthCollab
Washington
$1.86K +$2.05K +1,365 New
S
141
SignatureFD
Georgia
$1.58K -$3.88K -2,585 -69%
TIM
142
Thompson Investment Management
Wisconsin
$998
Federated Hermes
143
Federated Hermes
Pennsylvania
$870
US Bancorp
144
US Bancorp
Minnesota
$722 -$201 -134 -20%
EWA
145
EverSource Wealth Advisors
Alabama
$375 +$5 +3 +1%
CAS
146
Coppell Advisory Solutions
Texas
$295
CA
147
CoreCap Advisors
Michigan
$268 +$296 +197 New
FFA
148
Farther Finance Advisors
California
$120
CIAM
149
Caitong International Asset Management
Hong Kong
$91 +$101 +67 New
IA
150
IFP Advisors
Florida
$52 +$57 +38 New

REI Hedge Fund Activity: Q4 2024 in Review

152 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Ring Energy (REI) for Q4 2024, worth a combined $136M — down 17% from $165M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of REI and 23 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 52 added.

The largest buyer was UBS Group, adding an estimated $3.66M. The largest seller was Warburg Pincus, cutting an estimated $6.6M.

  • 152 institutional investors held Ring Energy (REI) as of Q4 2024, down from 157 in Q3 2024.
  • Funds reported $136M of Ring Energy stock for Q4 2024, down 17% quarter-over-quarter.
  • 23 funds opened new Ring Energy positions in Q4 2024 and 26 closed out, a net change of -3 holders.
  • The largest Ring Energy buyer in Q4 2024 was UBS Group, an estimated $3.66M added.
  • The largest Ring Energy seller in Q4 2024 was Warburg Pincus, an estimated $6.6M sold.

Based on aggregated 13F filings for Q4 2024.