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AREX

Approach Resources Inc.
AREX

Delisted

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

72 hedge funds and large institutions have $73.3M invested in Approach Resources Inc. in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more capital invested

Capital invested by funds: $46.8M → $73.3M (+$26.5M)

9% less funds holding

Funds holding: 7972 (-7)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

55% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 31

63% less call options, than puts

Call options by funds: $282K | Put options by funds: $754K

Holders
72
Holders Change
-7
Holders Change %
-8.86%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
14
Reduced
31
Closed
21
Calls
$282K
Puts
$754K
Net Calls
-$472K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$279K +$209K +82,474 New
Two Sigma Investments
27
Two Sigma Investments
New York
$276K +$91.2K +36,027 +79%
CS
28
Credit Suisse
Switzerland
$247K -$368K -145,301 -66%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$245K -$91.2K -36,033 -33%
KCM
30
Kornitzer Capital Management
Kansas
$245K
Citadel Advisors
31
Citadel Advisors
Florida
$210K +$112K +44,406 +252%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$176K -$1.22K -480 -0.9%
Asset Management One
33
Asset Management One
Japan
$159K -$39.5K -15,600 -25%
BG
34
BlackRock Group
United Kingdom
$143K +$107K +42,282 New
GCP
35
GSA Capital Partners
United Kingdom
$141K -$233K -92,100 -69%
SKK
36
Shepherd Kaplan Krochuk
Massachusetts
$141K +$106K +41,800 New
SMH
37
Sanders Morris Harris
Texas
$137K
Group One Trading
38
Group One Trading
Illinois
$136K -$81.8K -32,344 -45%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$133K -$20.7K -8,178 -17%
HW
40
Hancock Whitney
Mississippi
$121K +$90.5K +35,760 New
Squarepoint
41
Squarepoint
New York
$98K -$95.7K -37,800 -57%
Jane Street
42
Jane Street
New York
$98K +$73.7K +29,114 New
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$89K -$1.26K -500 -2%
NIM
44
Needham Investment Management
New York
$85K
State Street
45
State Street
Massachusetts
$74K -$2.4K -947 -4%
BlackRock
46
BlackRock
New York
$49K -$114 -45 -0.3%
Wolverine Trading
47
Wolverine Trading
Illinois
$47K -$41.4K -16,357 -55%
AIM
48
Acrospire Investment Management
Illinois
$47K +$25.1K +9,900 +244%
Bank of America
49
Bank of America
North Carolina
$45K -$2.09K -827 -6%
MC
50
Moors & Cabot
Massachusetts
$41K

AREX Hedge Fund Activity: Q3 2016 in Review

72 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Approach Resources Inc. (AREX) for Q3 2016, worth a combined $73.3M — up 57% from $46.8M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AREX and 14 opened new positions — a net loss of 7 holders — while 31 trimmed existing stakes and 14 added.

The largest buyer was Marathon Asset Management (New York), opening a new position worth an estimated $2.78M. The largest seller was Cove Street Capital, cutting an estimated $3.27M.

  • 72 institutional investors held Approach Resources Inc. (AREX) as of Q3 2016, down from 79 in Q2 2016.
  • Funds reported $73.3M of Approach Resources Inc. stock for Q3 2016, up 57% quarter-over-quarter.
  • 14 funds opened new Approach Resources Inc. positions in Q3 2016 and 21 closed out, a net change of -7 holders.
  • The largest Approach Resources Inc. buyer in Q3 2016 was Marathon Asset Management (New York), an estimated $2.78M added.
  • The largest Approach Resources Inc. seller in Q3 2016 was Cove Street Capital, an estimated $3.27M sold.

Based on aggregated 13F filings for Q3 2016.