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Antero Resources

282 hedge funds and large institutions have $6.41B invested in Antero Resources in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 132 increasing their positions, 78 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 78

61% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $16.6M

2.23% more ownership

Funds ownership: 91.76%93.99% (+2.2%)

3% less capital invested

Capital invested by funds: $6.59B → $6.41B (-$181M)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

9% less funds holding

Funds holding: 309282 (-27)

43% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 58

Holders
282
Holders Change
-27
Holders Change %
-8.74%
% of All Funds
7.03%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.47%
New
33
Increased
132
Reduced
78
Closed
58
Calls
$26.7M
Puts
$16.6M
Net Calls
+$10.2M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$1.23B
SCP
2
SailingStone Capital Partners
Texas
$585M +$35.5M +1,655,076 +7%
BG
3
Baupost Group
Massachusetts
$458M +$143M +6,665,115 +46%
Vanguard Group
4
Vanguard Group
Pennsylvania
$384M +$23.4M +1,091,065 +7%
FP
5
FPR Partners
California
$255M -$3.21M -149,659 -1%
BWA
6
Brave Warrior Advisors
New York
$248M +$18.6M +866,092 +8%
YEPV
7
Yorktown Energy Partners VIII
New York
$225M
BlackRock
8
BlackRock
New York
$219M +$34.2M +1,595,558 +19%
Temasek Holdings
9
Temasek Holdings
Singapore
$211M
SSM
10
Sound Shore Management
Connecticut
$203M +$36.4M +1,697,858 +22%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$192M +$706K +32,909 +0.4%
State Street
12
State Street
Massachusetts
$177M +$21M +978,883 +14%
TSW
13
Thompson Siegel & Walmsley
Virginia
$144M +$23.5M +1,096,317 +20%
YEPV
14
Yorktown Energy Partners VII
New York
$116M
SCM
15
Scopia Capital Management
New York
$100M +$26.8M +1,250,872 +37%
SIM
16
Stelliam Investment Management
New York
$99.6M +$11.2M +520,000 +13%
CCP
17
Caymus Capital Partners
Texas
$94.4M +$24.1M +1,121,300 +35%
YU
18
Yale University
Connecticut
$84.8M -$1.39M -65,000 -2%
Goldman Sachs
19
Goldman Sachs
New York
$83.5M -$4.9M -228,310 -6%
PCM
20
Pennant Capital Management
New Jersey
$79.8M +$1.36M +63,299 +2%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$63M +$62.2M +2,897,820 +15,716%
BOTOTLSJU
22
Board of Trustees of The Leland Stanford Junior University
California
$48.5M
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$44.8M +$21.7M +1,011,429 +95%
Deutsche Bank
24
Deutsche Bank
Germany
$39.4M -$193K -9,015 -0.5%
IAM
25
Impax Asset Management
New Hampshire
$39.3M

AR Hedge Fund Activity: Q2 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Antero Resources (AR) for Q2 2017, worth a combined $6.41B — down 2.7% from $6.59B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AR and 33 opened new positions — a net loss of 25 holders — while 78 trimmed existing stakes and 132 added.

The largest buyer was Baupost Group, adding an estimated $143M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $35.3M sold.

  • 282 institutional investors held Antero Resources (AR) as of Q2 2017, down from 309 in Q1 2017.
  • Funds reported $6.41B of Antero Resources stock for Q2 2017, down 2.7% quarter-over-quarter.
  • 33 funds opened new Antero Resources positions in Q2 2017 and 58 closed out, a net change of -25 holders.
  • The largest Antero Resources buyer in Q2 2017 was Baupost Group, an estimated $143M added.
  • The largest Antero Resources seller in Q2 2017 was Bridgeway Capital Management, an estimated $35.3M sold.

Based on aggregated 13F filings for Q2 2017.