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Ring Energy

140 hedge funds and large institutions have $162M invested in Ring Energy in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

3% less funds holding

Funds holding: 144140 (-4)

12% less call options, than puts

Call options by funds: $124K | Put options by funds: $141K

12.27% less ownership

Funds ownership: 85.59%73.32% (-12%)

49% less capital invested

Capital invested by funds: $318M → $162M (-$156M)

Holders
140
Holders Change
-4
Holders Change %
-2.78%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
62
Reduced
36
Closed
20
Calls
$124K
Puts
$141K
Net Calls
-$17K
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$29.8M +$1.11M +248,541 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14.7M +$967K +217,337 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.3M +$2.06M +463,042 +13%
Franklin Resources
4
Franklin Resources
California
$9.17M -$5.71M -1,284,043 -31%
ACB
5
Aristotle Capital Boston
Massachusetts
$7.98M +$587K +132,052 +6%
Principal Financial Group
6
Principal Financial Group
Iowa
$5.96M -$374K -84,142 -4%
State Street
7
State Street
Massachusetts
$5.61M -$2.04M -459,713 -21%
USAA
8
United Services Automobile Association
Texas
$4.83M +$2.9M +651,100 +78%
GIM
9
Granahan Investment Management
Massachusetts
$4.81M +$2.39M +538,237 +57%
PCM
10
Peregrine Capital Management
Minnesota
$4.45M +$1.48M +332,352 +32%
CIP
11
Chartwell Investment Partners
Pennsylvania
$4.29M -$266K -59,815 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.51M -$5.53M -1,242,900 -54%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.48M +$45K +10,115 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.42M +$270K +60,628 +9%
Northern Trust
15
Northern Trust
Illinois
$2.42M +$51.2K +11,520 +2%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.21M +$2.1M +471,744 +218%
FAIM
17
Financial Advocates Investment Management
Washington
$2M +$44.3K +9,960 +2%
Citadel Advisors
18
Citadel Advisors
Florida
$1.89M +$692K +155,552 +36%
CC
19
Cannell Capital
Wyoming
$1.66M -$2.77M -622,157 -55%
RIM
20
Ranger Investment Management
Texas
$1.66M +$89.5K +20,125 +4%
Millennium Management
21
Millennium Management
New York
$1.47M +$1.56M +351,578 +350%
Bank of America
22
Bank of America
North Carolina
$1.46M +$116K +26,090 +6%
SEI Investments
23
SEI Investments
Pennsylvania
$1.41M +$80.1K +18,017 +4%
Morgan Stanley
24
Morgan Stanley
New York
$1.31M +$1.64M +369,830 +1,142%
Marshall Wace
25
Marshall Wace
United Kingdom
$1.3M +$1.62M +364,229 +1,030%

REI Hedge Fund Activity: Q2 2019 in Review

140 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Ring Energy (REI) for Q2 2019, worth a combined $162M — down 49% from $318M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of REI and 19 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 62 added.

The largest buyer was United Services Automobile Association, adding an estimated $2.9M. The largest seller was Phocas Financial Corp, exiting entirely with an estimated $8.1M sold.

  • 140 institutional investors held Ring Energy (REI) as of Q2 2019, down from 144 in Q1 2019.
  • Funds reported $162M of Ring Energy stock for Q2 2019, down 49% quarter-over-quarter.
  • 19 funds opened new Ring Energy positions in Q2 2019 and 20 closed out, a net change of -1 holder.
  • The largest Ring Energy buyer in Q2 2019 was United Services Automobile Association, an estimated $2.9M added.
  • The largest Ring Energy seller in Q2 2019 was Phocas Financial Corp, an estimated $8.1M sold.

Based on aggregated 13F filings for Q2 2019.