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AREX

Approach Resources Inc.
AREX

Delisted

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

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150 hedge funds and large institutions have $931M invested in Approach Resources Inc. in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

18% more capital invested

Capital invested by funds: $792M → $931M (+$139M)

9% more funds holding

Funds holding: 138 → 150 (+12)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

41% less call options, than puts

Call options by funds: $5.78M | Put options by funds: $9.83M

Holders
150
Holders Change
+12
Holders Change %
+8.7%
% of All Funds
4.33%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
31
Increased
54
Reduced
43
Closed
18
Calls
$5.78M
Puts
$9.83M
Net Calls
-$4.05M
Net Calls Change
-$1.99M

Top Buyers

Rank Fund Capital Flow
1
JA
JVL Advisors
Texas
+$33.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$19.2M
3
TA
Teachers Advisors
New York
+$7.87M
4
CIP
Champlain Investment Partners
Vermont
+$7.49M
5
First Manhattan
First Manhattan
New York
+$7.11M

Top Sellers

Rank Fund Capital Flow
1
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$20.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13M
3
PP
Peconic Partners
New York
-$7.79M
4
FIM
Foresters Investment Management
New York
-$5.54M
5
TC
TFS Capital
Pennsylvania
-$4.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$7.91M – – –
RFC
27
Russell Frank Company
Washington
$7.22M +$774K +37,800 +12%
USAA
28
United Services Automobile Association
Texas
$6.67M – – –
Millennium Management
29
Millennium Management
New York
$4.99M +$4.89M +238,856 New
Principal Financial Group
30
Principal Financial Group
Iowa
$4.83M +$200K +9,774 +4%
Ameriprise
31
Ameriprise
Minnesota
$4.72M +$132K +6,430 +3%
MAA
32
Managed Account Advisors
New Jersey
$4.54M -$92.3K -4,505 -2%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$3.85M +$445K +21,744 +13%
SCCM
34
Schafer Cullen Capital Management
New York
$3.8M +$3.72M +181,720 New
Barclays
35
Barclays
United Kingdom
$3.79M +$3.26M +159,388 +531%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$3.55M +$3.48M +169,722 New
Citadel Advisors
37
Citadel Advisors
Florida
$3.53M +$2.54M +124,109 +278%
OC
38
Oppenheimer & Co
New York
$3.35M +$434K +21,200 +15%
BTS
39
BB&T Securities
Virginia
$3.21M +$314K +15,335 New
Two Sigma Investments
40
Two Sigma Investments
New York
$3.2M +$3.13M +152,823 New
TCIM
41
TIAA CREF Investment Management
New York
$3.1M -$40.6K -1,980 -1%
PCMI
42
Paradigm Capital Management Inc
New York
$2.97M -$1.38M -67,210 -32%
PP
43
PDT Partners
New York
$2.94M +$2.88M +140,601 New
BIM
44
BlackRock Investment Management
Delaware
$2.63M +$25.5K +1,245 +1%
First Trust Advisors
45
First Trust Advisors
Illinois
$2.07M +$1.68M +81,924 +483%
AAM
46
Aberdeen Asset Management
United Kingdom
$1.95M -$236K -11,500 -11%
Charles Schwab
47
Charles Schwab
California
$1.89M +$164K +8,012 +10%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.74M -$469K -22,900 -22%
Asset Management One
49
Asset Management One
Japan
$1.72M +$432K +21,100 +35%
Invesco
50
Invesco
Georgia
$1.69M +$146K +7,124 +10%
1
2
3 4 5

AREX Hedge Fund Activity: Q1 2014 in Review

150 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Approach Resources Inc. (AREX) for Q1 2014, worth a combined $931M — up 18% from $792M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AREX positions and 18 closed out — a net gain of 13 holders — while 54 added to existing stakes and 43 trimmed.

The largest buyer was JVL Advisors, adding an estimated $33.3M. The largest seller was Luther King Capital Management (LKCM), cutting an estimated $20.9M.

  • 150 institutional investors held Approach Resources Inc. (AREX) as of Q1 2014, up from 138 in Q4 2013.
  • Funds reported $931M of Approach Resources Inc. stock for Q1 2014, up 18% quarter-over-quarter.
  • 31 funds opened new Approach Resources Inc. positions in Q1 2014 and 18 closed out, a net change of +13 holders.
  • The largest Approach Resources Inc. buyer in Q1 2014 was JVL Advisors, an estimated $33.3M added.
  • The largest Approach Resources Inc. seller in Q1 2014 was Luther King Capital Management (LKCM), an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2014.