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AREX

Approach Resources Inc.
AREX

Delisted

AREX was delisted on the 11th of November, 2019.

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139 hedge funds and large institutions have $1.13B invested in Approach Resources Inc. in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

3% more funds holding

Funds holding: 135 → 139 (+4)

3% more capital invested

Capital invested by funds: $1.1B → $1.13B (+$37.4M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

28% less call options, than puts

Call options by funds: $5.1M | Put options by funds: $7.12M

Holders
139
Holders Change
+4
Holders Change %
+2.96%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
23
Increased
63
Reduced
35
Closed
18
Calls
$5.1M
Puts
$7.12M
Net Calls
-$2.02M
Net Calls Change
+$3M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$24.7M
2
FIM
Foresters Investment Management
New York
+$9.52M
3
CIP
Champlain Investment Partners
Vermont
+$9.17M
4
BFA
BlackRock Fund Advisors
California
+$5.51M
5
Boston Partners
Boston Partners
Massachusetts
+$4.65M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$25.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$22.1M
3
RIM
Ranger Investment Management
Texas
-$9.93M
4
PCMI
Paradigm Capital Management Inc
New York
-$9.54M
5
HCM
Hodges Capital Management
Texas
-$8.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DMK
26
David M. Knott
$10.5M +$1.14M +45,000 +13%
Norges Bank
27
Norges Bank
Norway
$9.94M +$2.88M +113,695 +43%
FIM
28
Foresters Investment Management
New York
$9.89M +$9.52M +376,200 New
PCMI
29
Paradigm Capital Management Inc
New York
$9.88M -$9.54M -376,755 -50%
BCM
30
BBT Capital Management
Texas
$9.5M -$4.08M -161,307 -31%
KI
31
Kalmar Investments
Delaware
$7.98M -$109K -4,300 -1%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$7.56M -$22.1M -873,525 -75%
USAA
33
United Services Automobile Association
Texas
$7.46M +$709K +28,000 +11%
CWAM
34
Columbia Wanger Asset Management
Illinois
$6.91M – – –
Principal Financial Group
35
Principal Financial Group
Iowa
$5.3M +$164K +6,493 +3%
CC
36
Cambrian Capital
California
$4.42M +$4.26M +168,258 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$4.23M -$1.45M -57,356 -26%
TCIM
38
TIAA CREF Investment Management
New York
$4M -$40.5K -1,599 -1%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$3.88M +$122K +4,828 +3%
Ameriprise
40
Ameriprise
Minnesota
$3.57M +$256K +10,104 +8%
MAA
41
Managed Account Advisors
New Jersey
$3.53M -$109K -4,323 -3%
BIM
42
BlackRock Investment Management
Delaware
$3.34M +$133K +5,273 +4%
STC
43
SEI Trust Company
Pennsylvania
$3.02M – – –
AAM
44
Aberdeen Asset Management
United Kingdom
$2.92M -$43K -1,700 -2%
HLA
45
Hamilton Lane Advisors
Pennsylvania
$2.72M – – –
Wells Fargo
46
Wells Fargo
California
$2.68M +$19.9K +788 +0.8%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$2.68M +$1.04M +41,105 +68%
PFC
48
Phocas Financial Corp
California
$2.44M +$2.35M +92,906 New
OAM
49
Oxford Asset Management
United Kingdom
$2.4M +$730K +28,856 +46%
Charles Schwab
50
Charles Schwab
California
$2.38M +$103K +4,077 +5%
1
2
3 4 5

AREX Hedge Fund Activity: Q3 2013 in Review

139 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Approach Resources Inc. (AREX) for Q3 2013, worth a combined $1.13B — up 3.4% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AREX positions and 18 closed out — a net gain of 5 holders — while 63 added to existing stakes and 35 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.7M. The largest seller was Goldman Sachs, cutting an estimated $25.6M.

  • 139 institutional investors held Approach Resources Inc. (AREX) as of Q3 2013, up from 135 in Q2 2013.
  • Funds reported $1.13B of Approach Resources Inc. stock for Q3 2013, up 3.4% quarter-over-quarter.
  • 23 funds opened new Approach Resources Inc. positions in Q3 2013 and 18 closed out, a net change of +5 holders.
  • The largest Approach Resources Inc. buyer in Q3 2013 was Bank of Montreal, an estimated $24.7M added.
  • The largest Approach Resources Inc. seller in Q3 2013 was Goldman Sachs, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2013.