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Civitas Resources
CIVI

Overview Fund Activity

379 hedge funds and large institutions have $4.3B invested in Civitas Resources in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 147 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-15
Holders Change %
-3.81%
% of All Funds
5.05%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
65
Increased
137
Reduced
147
Closed
74
Calls
$24.9M
Puts
$21.7M
Net Calls
+$3.24M
Net Calls Change
+$5.83M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$54.6M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$120M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$311M
4
DSC
4
Donald Smith & Co
New York
$174M
5
Invesco
5
Invesco
Georgia
$88.6M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
CCM
2
Copeland Capital Management
Pennsylvania
$103K
3
Marshall Wace
3
Marshall Wace
United Kingdom
$38.1M
4
WP
4
Woodline Partners
California
$27.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
351
Mitsubishi UFJ Asset Management
Japan
$3.26K – – –
HCM
352
Hollencrest Capital Management
California
$3.21K +$3.21K +70 New
GWM
353
Geneos Wealth Management
Colorado
$2.94K -$2.2K -48 -43%
WA
354
WPG Advisers
Maryland
$2.89K +$2.89K +63 New
GRP
355
Global Retirement Partners
California
$2.43K -$275 -6 -10%
PWMG
356
Prestige Wealth Management Group
New Jersey
$1.74K +$551 +12 +46%
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$1.74K – – –
BBHC
358
Brown Brothers Harriman & Co
New York
$1.74K – – –
BTI
359
Blue Trust Inc
Georgia
$1.42K -$25.2K -549 -95%
MCM
360
MV Capital Management
Maryland
$1.42K -$688 -15 -33%
CWC
361
Carolinas Wealth Consulting
North Carolina
$1.29K +$445 +10 +53%
CPG
362
Cornerstone Planning Group
New Jersey
$1.22K +$963 +19 +380%
MCM
363
MAI Capital Management
Ohio
$1.06K +$1.06K +23 New
S
364
Sachetta
Massachusetts
$1.01K +$1.01K +22 New
MA
365
Montag & Associates
Georgia
$933 – – –
MHIP
366
Mountain Hill Investment Partners
New Jersey
$928 +$928 +20 New
HIA
367
Harbor Investment Advisory
Maryland
$826 – – –
PWMG
368
Private Wealth Management Group
New Jersey
$780 -$1.24K -27 -61%
MAS
369
MPWM Advisory Solutions
Georgia
$459 +$459 +10 New
DCP
370
Distillate Capital Partners
Illinois
$413 +$413 +9 New
CF
371
Collier Financial
Colorado
$413 +$413 +9 New
WCM
372
WealthTrak Capital Management
Virginia
$230 +$230 +5 New
SS
373
Sunbelt Securities
Texas
$178 – – –
PTC
374
Private Trust Company
Ohio
$138 – – –
VWA
375
Valued Wealth Advisors
Utah
$95 -$48 -1 -33%
13 14
15
16 17