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Antero Resources

234 hedge funds and large institutions have $893M invested in Antero Resources in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $7.75M

28% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 68

0.91% less ownership

Funds ownership: 96.49%95.58% (-0.91%)

11% less funds holding

Funds holding: 264234 (-30)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

46% less capital invested

Capital invested by funds: $1.65B → $893M (-$756M)

53% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 55

Holders
234
Holders Change
-30
Holders Change %
-11.36%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
26
Increased
87
Reduced
68
Closed
55
Calls
$29.3M
Puts
$7.75M
Net Calls
+$21.5M
Net Calls Change
-$50.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1
FPR Partners
California
$92.9M
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.5M +$11M +2,692,490 +13%
BG
3
Baupost Group
Massachusetts
$63.7M -$30.6M -7,500,000 -26%
SCP
4
SailingStone Capital Partners
Texas
$61.9M -$3.64M -893,467 -4%
State Street
5
State Street
Massachusetts
$44.1M +$19.5M +4,794,398 +49%
HFA
6
Harvest Fund Advisors
Pennsylvania
$38.7M +$29.4M +7,217,950 +129%
BWA
7
Brave Warrior Advisors
New York
$34.6M -$1.2M -293,974 -3%
BlackRock
8
BlackRock
New York
$33.2M +$690K +169,394 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33M
YEPV
10
Yorktown Energy Partners VIII
New York
$31.5M
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$28.3M +$4.35M +1,068,745 +13%
ECA
12
Encompass Capital Advisors
New York
$24.6M +$20.7M +5,082,619 +165%
TSW
13
Thompson Siegel & Walmsley
Virginia
$22.1M -$14.3M -3,521,237 -32%
KL
14
KGH Ltd
Bahamas
$21.8M -$22.4M -5,503,498 -43%
AQR Capital Management
15
AQR Capital Management
Connecticut
$21.3M +$27M +6,626,528 +1,596%
HHAM
16
HITE Hedge Asset Management
Massachusetts
$19.1M +$25M +6,123,588 +3,271%
Millennium Management
17
Millennium Management
New York
$17.8M +$2.67M +654,402 +13%
Goldman Sachs
18
Goldman Sachs
New York
$15.7M -$29.9M -7,326,009 -58%
Norges Bank
19
Norges Bank
Norway
$14.1M +$1.47M +360,000 +8%
Renaissance Technologies
20
Renaissance Technologies
New York
$13.3M -$7.72M -1,895,404 -30%
JP Morgan Chase
21
JP Morgan Chase
New York
$9.1M -$9.27K -2,275 -0.1%
First Trust Advisors
22
First Trust Advisors
Illinois
$8.14M +$6.1M +1,496,282 +125%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$7.36M -$5.14M -1,261,998 -34%
PI
24
Pennant Investors
New Jersey
$6.64M +$3.67M +900,000 +69%
Barclays
25
Barclays
United Kingdom
$6.03M +$3.05M +749,033 +60%

AR Hedge Fund Activity: Q3 2019 in Review

234 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Antero Resources (AR) for Q3 2019, worth a combined $893M — down 46% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of AR and 26 opened new positions — a net loss of 29 holders — while 68 trimmed existing stakes and 87 added.

The largest buyer was Harvest Fund Advisors, adding an estimated $29.4M. The largest seller was Baupost Group, cutting an estimated $30.6M.

  • 234 institutional investors held Antero Resources (AR) as of Q3 2019, down from 264 in Q2 2019.
  • Funds reported $893M of Antero Resources stock for Q3 2019, down 46% quarter-over-quarter.
  • 26 funds opened new Antero Resources positions in Q3 2019 and 55 closed out, a net change of -29 holders.
  • The largest Antero Resources buyer in Q3 2019 was Harvest Fund Advisors, an estimated $29.4M added.
  • The largest Antero Resources seller in Q3 2019 was Baupost Group, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2019.