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Earthstone Energy Inc

ESTEDelisted Nov 1, 2023
Industry
Crude Petroleum & Natural Gas
SEC CIK
0000010254

Earthstone Energy Inc was delisted on Nov 1, 2023; its insiders filed their last Form 4 on Nov 3, 2023; 172 institutions reported holding it in 13F filings for Q3 2023, worth $1.91B in total; no superinvestor held it.

13F holders, Q1 2023

Institutional positions in Earthstone Energy Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
170
−4 vs. Q4 2022
Shares held
94.6M
−89.6K (−0.1%) vs. Q4 2022
Total value
$1.23B
−$116.2M (−8.6%) vs. Q4 2022
New holders
28
54 more added
Sold out
32
58 more reduced

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ESTE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 170 institutions
Q1 2021: 82 institutionsQ2 2021: 91 institutionsQ3 2021: 100 institutionsQ4 2021: 110 institutionsQ1 2022: 149 institutionsQ2 2022: 166 institutionsQ3 2022: 192 institutionsQ4 2022: 177 institutionsQ1 2023: 170 institutionsQ2 2023: 167 institutionsQ3 2023: 172 institutionsQ4 2023: 2 institutionsQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2023: $1.23B
Q1 2021: $215.5MQ2 2021: $343.0MQ3 2021: $283.4MQ4 2021: $368.2MQ1 2022: $697.1MQ2 2022: $888.7MQ3 2022: $1.04BQ4 2022: $1.35BQ1 2023: $1.23BQ2 2023: $1.40BQ3 2023: $1.91BQ4 2023: $5.02KQ1 2024: $21Q2 2024: $21Q3 2024: $21Q4 2024: $21Q1 2025: $21Q2 2025: $21Q3 2025: $21Q4 2025: $21Q1 2026: $21Q2 2026: $21
Institutions holding ESTE and their total value by quarter
QuarterHoldersValue
Q2 20261$21
Q1 20261$21
Q4 20251$21
Q3 20251$21
Q2 20251$21
Q1 20251$21
Q4 20241$21
Q3 20241$21
Q2 20241$21
Q1 20241$21
Q4 20232$5.02K
Q3 2023172$1.91B
Q2 2023167$1.40B
Q1 2023170$1.23B
Q4 2022177$1.35B
Q3 2022192$1.04B
Q2 2022166$888.7M
Q1 2022149$697.1M
Q4 2021110$368.2M
Q3 2021100$283.4M
Q2 202191$343.0M
Q1 202182$215.5M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Earthstone Energy Inc; share changes are against Q4 2022.

Institutions holding ESTE in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
EnCap Energy Capital Fund XI, L.P.19,819,820$257.9M100.00%00.0%Unchanged
Warburg Pincus LLC11,379,134$148.0M5.84%00.0%Unchanged
Post Oak Energy Holdings, LLC11,167,213$145.3M53.81%00.0%Unchanged
OnyxPoint Global Management LP5,575,043$72.5M61.84%+111,825+2.0%Added
Ranger Investment Management, L.P.3,436,531$44.7M3.00%+567,422+19.8%Added
State Street Corp3,255,219$42.4M0.00%−2,418,917−42.6%Reduced
Vanguard Group Inc3,193,511$41.5M0.00%−19,757−0.6%Reduced
BlackRock Inc.2,995,427$39.0M0.00%+24,975+0.8%Added
Macquarie Group Ltd2,893,517$37.6M0.04%+206,062+7.7%Added
American Century Companies Inc2,790,967$36.3M0.03%+686,087+32.6%Added
Millennium Management LLC2,690,053$35.0M0.04%+1,021,402+61.2%Added
William Blair Investment Management, LLC2,490,522$32.4M0.11%+732,083+41.6%Added
Encap Energy Capital Fund VIII, L.P.2,303,000$30.0M21.99%00.0%Unchanged
Saba Capital Management, L.P.1,075,600$14.0M0.34%00.0%Unchanged
Citadel Advisors LLC964,340$12.5M0.01%+481,406+99.7%Added
Royce & Associates LP858,038$11.2M0.11%+34,400+4.2%Added
GW&K Investment Management, LLC832,707$10.8M0.10%+58,782+7.6%Added
Morgan Stanley822,045$10.7M0.00%+418,803+103.9%Added
Redwood Investments, LLC766,106$9.97M1.27%+7,527+1.0%Added
Geode Capital Management, LLC765,720$9.96M0.00%+23,714+3.2%Added
Susquehanna International Group, LLP727,357$9.46M0.01%−127,037−14.9%Reduced
First Trust Advisors LP587,130$7.64M0.01%−220,669−27.3%Reduced
Dimensional Fund Advisors LP563,122$7.33M0.00%−1,096,749−66.1%Reduced
Russell Investments Group, Ltd.562,195$7.31M0.01%+79,755+16.5%Added
Peregrine Capital Management LLC553,872$7.21M0.21%+553,872New
Smith, Graham & Co., Investment Advisors, LP539,301$7.02M0.85%−1,701−0.3%Reduced
Northern Trust Corp495,562$6.45M0.00%+8,524+1.8%Added
Goldman Sachs Group Inc470,713$6.12M0.00%−107,795−18.6%Reduced
SEI Investments Co427,750$5.57M0.01%+172,482+67.6%Added
Invesco Ltd.412,116$5.36M0.00%+395,536+2,385.6%Added
Ontario Teachers Pension Plan Board409,400$5.33M0.05%00.0%Unchanged
Two Sigma Investments, LP402,245$5.23M0.02%−92,836−18.8%Reduced
Squarepoint Ops LLC362,170$4.71M0.03%+28,985+8.7%Added
First Eagle Investment Management, LLC355,529$4.63M0.01%+124,500+53.9%Added
Ameriprise Financial Inc354,307$4.58M0.00%+87,268+32.7%Added
Bank of New York Mellon Corp352,187$4.58M0.00%−56,845−13.9%Reduced
Bank of America Corp351,745$4.58M0.00%−349,796−49.9%Reduced
Great Lakes Advisors, LLC341,717$4.45M0.04%+328,951+2,576.8%Added
Van Den Berg Management I, Inc319,878$4.16M1.55%+510+0.2%Added
Charles Schwab Investment Management Inc292,261$3.80M0.00%−1,648−0.6%Reduced
Rafferty Asset Management, LLC260,904$3.39M0.02%−165,415−38.8%Reduced
ExodusPoint Capital Management, LP225,435$2.93M0.03%+225,435New
Marshall Wace, LLP218,330$2.84M0.01%+218,330New
Oberweis Asset Management Inc191,900$2.50M0.39%+63,100+49.0%Added
Tudor Investment Corp Et Al185,289$2.41M0.05%+185,289New
Trexquant Investment LP184,028$2.39M0.07%+68,995+60.0%Added
Fisher Asset Management, LLC177,053$2.30M0.00%−44,171−20.0%Reduced
Twinbeech Capital LP171,251$2.23M0.05%+171,251New
Cubist Systematic Strategies, LLC170,274$2.22M0.02%+170,156+144,200.0%Added
Raymond James & Associates165,251$2.15M0.00%+165,251New
Jane Street Group, LLC153,640$2.00M0.00%+122,852+399.0%Added
Sanders Morris Harris LLC152,300$1.98M0.69%+152,300New
Citigroup Inc139,108$1.81M0.00%−175,818−55.8%Reduced
Ergoteles LLC110,831$1.44M0.06%+110,831New
New York State Common Retirement Fund108,739$1.41M0.00%−557,223−83.7%Reduced
Swiss National Bank102,400$1.33M0.00%−12,100−10.6%Reduced
Wolverine Asset Management LLC101,429$1.32M0.02%00.0%Unchanged
Icon Wealth Partners, LLC100,000$1.30M0.14%+100,000New
HRT Financial LP89,519$1.16M0.01%+22,939+34.5%Added
CoreCommodity Management, LLC88,456$1.15M0.33%−24,548−21.7%Reduced
Pinnacle Holdings, LLC88,214$1.15M0.53%+3,811+4.5%Added
Prudential Financial Inc85,896$1.12M0.00%+4,855+6.0%Added
JPMorgan Chase & Co83,794$1.09M0.00%−84,233−50.1%Reduced
Algert Global LLC82,316$1.07M0.05%+82,316New
Outfitter Financial LLC79,000$1.03M0.93%−7,000−8.1%Reduced
Diametric Capital, LP67,602$879.5K0.42%+3,492+5.4%Added
Credit Suisse AG65,155$847.7K0.00%+2,306+3.7%Added
DRW Securities, LLC60,000$781.0K0.11%−7,000−10.4%Reduced
Verition Fund Management LLC59,322$771.8K0.01%+39,362+197.2%Added
Rhumbline Advisers58,190$757.0K0.00%+1,165+2.0%Added
California State Teachers Retirement System57,899$753.3K0.00%−739−1.3%Reduced
Phocas Financial Corp.55,198$718.0K0.10%00.0%Unchanged
Jump Financial, LLC52,142$678.4K0.03%+5,042+10.7%Added
Two Sigma Advisers, LP48,100$625.8K0.00%−83,800−63.5%Reduced
Boston Partners47,483$617.8K0.00%−3,589−7.0%Reduced
Heritage Investors Management Corp46,349$603.0K0.03%−20.0%Reduced
The PNC Financial Services Group, Inc.46,260$601.8K0.00%+5,879+14.6%Added
Register Financial Advisors LLC46,200$601.1K0.47%+16,200+54.0%Added
Alliancebernstein L.P.45,200$588.1K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC43,818$570.1K0.01%−5,638−11.4%Reduced
GWM Advisors LLC43,694$568.5K0.01%−10,702−19.7%Reduced
AQR Capital Management LLC43,322$563.6K0.00%−28,049−39.3%Reduced
Wells Fargo & Company42,150$548.4K0.00%−8,288−16.4%Reduced
Dynamic Technology Lab Private Ltd41,497$540.0K0.05%+41,497New
UBS Asset Management Americas Inc40,799$530.8K0.00%+9,458+30.2%Added
Versor Investments LP40,500$526.9K0.07%+18,972+88.1%Added
Gsa Capital Partners LLP35,856$466.0K0.05%+35,856New
King Luther Capital Management Corp35,800$465.8K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA34,525$449.2K0.00%−4,559−11.7%Reduced
ETF Managers Group, LLC34,054$443.0K0.01%+34,054New
HighTower Advisors, LLC30,865$401.0K0.00%+1,211+4.1%Added
Engineers Gate Manager LP30,049$390.9K0.02%+30,049New
Moody National Bank Trust Division30,000$390.3K0.03%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd28,808$374.8K0.04%+28,808New
Lazard Asset Management LLC28,485$370.0K0.00%−35,534−55.5%Reduced
Deutsche Bank AG28,283$368.0K0.00%+7,035+33.1%Added
Quantbot Technologies LP27,938$363.5K0.03%+19,555+233.3%Added
Centiva Capital, LP25,800$335.7K0.02%+25,800New
UBS Group AG25,092$326.4K0.00%−8,254−24.8%Reduced
Occudo Quantitative Strategies LP24,816$322.9K0.03%+24,816New