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Talos Energy

191 hedge funds and large institutions have $1.47B invested in Talos Energy in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $6.37M | Put options by funds: $2.72M

31% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 62

12% more capital invested

Capital invested by funds: $1.32B → $1.47B (+$152M)

2.7% more ownership

Funds ownership: 96.26%98.96% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 206191 (-15)

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

Holders
191
Holders Change
-15
Holders Change %
-7.28%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
81
Reduced
62
Closed
36
Calls
$6.37M
Puts
$2.72M
Net Calls
+$3.64M
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
Riverstone Holdings
New York
$232M
BlackRock
2
BlackRock
New York
$202M -$4.42M -220,023 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$120M -$5.14M -256,311 -4%
State Street
4
State Street
Massachusetts
$88.3M -$2.04M -101,577 -2%
SG
5
Sourcerock Group
Colorado
$62.6M -$13.3M -662,842 -17%
MSL
6
Mackay Shields LLC
New York
$62.6M -$753K -37,500 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$48.5M +$51.5M +2,567,272 +79,310%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$31.7M +$8.83M +439,851 +35%
Pacer Advisors
9
Pacer Advisors
Pennsylvania
$27.1M +$14.8M +737,519 +106%
Invesco
10
Invesco
Georgia
$26.9M +$9.67M +481,805 +51%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$24M -$1.51M -75,400 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$22M +$1.06M +52,688 +5%
Federated Hermes
13
Federated Hermes
Pennsylvania
$19.6M -$2.97M -148,190 -12%
BNP Paribas Asset Management
14
BNP Paribas Asset Management
France
$17.1M +$3.75M +186,610 +26%
Ameriprise
15
Ameriprise
Minnesota
$16.8M +$1.01M +50,523 +6%
Morgan Stanley
16
Morgan Stanley
New York
$15.4M +$4.07M +202,892 +33%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$15.4M -$3.46M -172,372 -17%
PCM
18
Philosophy Capital Management
California
$14.9M +$1.24M +61,950 +9%
American Century Companies
19
American Century Companies
Missouri
$14.8M +$2.98M +148,353 +23%
CCPM
20
Cooper Creek Partners Management
New York
$14.7M +$7.53M +375,285 +93%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$14.1M +$1.52M +75,658 +11%
Goldman Sachs
22
Goldman Sachs
New York
$14.1M +$6.42M +319,598 +75%
Amundi
23
Amundi
France
$13.9M +$14.7M +734,131 New
MP
24
Mangrove Partners
Connecticut
$13.7M
SDIC
25
South Dakota Investment Council
South Dakota
$13.6M -$129K -6,403 -0.9%

TALO Hedge Fund Activity: Q4 2022 in Review

191 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Talos Energy (TALO) for Q4 2022, worth a combined $1.47B — up 12% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of TALO and 24 opened new positions — a net loss of 12 holders — while 62 trimmed existing stakes and 81 added.

The largest buyer was Fidelity Investments, adding an estimated $51.5M. The largest seller was Sourcerock Group, cutting an estimated $13.3M.

  • 191 institutional investors held Talos Energy (TALO) as of Q4 2022, down from 206 in Q3 2022.
  • Funds reported $1.47B of Talos Energy stock for Q4 2022, up 12% quarter-over-quarter.
  • 24 funds opened new Talos Energy positions in Q4 2022 and 36 closed out, a net change of -12 holders.
  • The largest Talos Energy buyer in Q4 2022 was Fidelity Investments, an estimated $51.5M added.
  • The largest Talos Energy seller in Q4 2022 was Sourcerock Group, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2022.