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Talos Energy

206 hedge funds and large institutions have $1.32B invested in Talos Energy in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 63

34% more capital invested

Capital invested by funds: $987M → $1.32B (+$334M)

18.82% more ownership

Funds ownership: 77.43%96.26% (+19%)

15% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.56M

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

1% more funds holding

Funds holding: 203206 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
95
Reduced
63
Closed
27
Calls
$1.8M
Puts
$1.56M
Net Calls
+$232K
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
Riverstone Holdings
New York
$205M +$220M +12,291,914 New
BlackRock
2
BlackRock
New York
$181M +$37.4M +2,088,043 +24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$110M +$20M +1,114,802 +20%
State Street
4
State Street
Massachusetts
$79.6M +$2.41M +134,436 +3%
SG
5
Sourcerock Group
Colorado
$66.2M -$2.92M -163,105 -4%
MSL
6
Mackay Shields LLC
New York
$55.8M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$55.6M +$5.41M +302,223 +10%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$22.4M +$2.56M +142,800 +12%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$20.7M +$15.8M +881,121 +245%
Federated Hermes
10
Federated Hermes
Pennsylvania
$19.8M +$6.52M +363,889 +44%
Two Sigma Investments
11
Two Sigma Investments
New York
$18.7M +$3.01M +168,104 +18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$18.5M +$3.92M +218,891 +25%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$16.4M +$27.8K +1,550 +0.2%
Invesco
14
Invesco
Georgia
$15.7M +$1.72M +96,242 +11%
N
15
Nuveen
North Carolina
$15.5M +$7.41M +413,459 +80%
Ameriprise
16
Ameriprise
Minnesota
$14M +$1.8M +100,639 +14%
PCM
17
Philosophy Capital Management
California
$12.1M -$4.52M -252,338 -26%
SDIC
18
South Dakota Investment Council
South Dakota
$12.1M +$3.39M +189,135 +35%
MP
19
Mangrove Partners
Connecticut
$12M +$13M +723,169 New
BNP Paribas Asset Management
20
BNP Paribas Asset Management
France
$11.9M +$2.69M +149,893 +26%
GT
21
Glenmede Trust
Pennsylvania
$11.9M -$1.54M -86,178 -11%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$11.6M +$12.5M +698,384 New
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$11.5M -$12.5M -697,997 -50%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$11.2M +$1.13M +63,199 +10%
Northern Trust
25
Northern Trust
Illinois
$10.7M +$1.02M +56,854 +10%

TALO Hedge Fund Activity: Q3 2022 in Review

206 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Talos Energy (TALO) for Q3 2022, worth a combined $1.32B — up 34% from $987M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TALO positions and 27 closed out — a net gain of 4 holders — while 95 added to existing stakes and 63 trimmed.

The largest buyer was Riverstone Holdings, opening a new position worth an estimated $220M. The largest seller was Millennium Management, cutting an estimated $19.2M.

  • 206 institutional investors held Talos Energy (TALO) as of Q3 2022, up from 203 in Q2 2022.
  • Funds reported $1.32B of Talos Energy stock for Q3 2022, up 34% quarter-over-quarter.
  • 31 funds opened new Talos Energy positions in Q3 2022 and 27 closed out, a net change of +4 holders.
  • The largest Talos Energy buyer in Q3 2022 was Riverstone Holdings, an estimated $220M added.
  • The largest Talos Energy seller in Q3 2022 was Millennium Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q3 2022.