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PER

SANDRIDGE PERMIAN TRUST
PER

Delisted

PER was delisted on the 8th of September, 2020.

40 hedge funds and large institutions have $12.8M invested in SANDRIDGE PERMIAN TRUST in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

5% less capital invested

Capital invested by funds: $13.5M → $12.8M (-$661K)

7% less funds holding

Funds holding: 4340 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

72% less call options, than puts

Call options by funds: $13K | Put options by funds: $46K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
16
Reduced
10
Closed
7
Calls
$13K
Puts
$46K
Net Calls
-$33K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$18K -$3.87K -1,273 -17%
EWM
27
Evercore Wealth Management
New York
$18K
AIM
28
Acrospire Investment Management
Illinois
$17K -$4.11K -1,353 -19%
HCM
29
Highlander Capital Management
New Jersey
$8K
NFG
30
Next Financial Group
Texas
$7K
Simplex Trading
31
Simplex Trading
Illinois
$7K +$2.97K +978 +66%
TRCT
32
Tower Research Capital (TRC)
New York
$6K +$6.07K +2,000 New
IA
33
IFP Advisors
Florida
$5K +$1.11K +367 +26%
Group One Trading
34
Group One Trading
Illinois
$3K -$2.43K -800 -41%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$3K +$2.02K +665 +166%
ARMC
36
American Research & Management Company
Massachusetts
$1K -$173 -57 -22%
AC
37
Alexandria Capital
Virginia
$1K
CG
38
Cutler Group
California
$1K
SEI Investments
39
SEI Investments
Pennsylvania
$1K
CS
40
Credit Suisse
Switzerland
-$57K -20,174 Closed
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
-$34K -11,956 Closed
JCM
42
Jacobi Capital Management
Pennsylvania
-$7K -2,566 Closed
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
-$7K -2,315 Closed
SIM
44
Sonora Investment Management
Arizona
-$3.42K -1,200 Closed
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
-$3K -1,000 Closed
FPB
46
First PREMIER Bank
South Dakota
-$1K -500 Closed

PER Hedge Fund Activity: Q4 2016 in Review

40 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in SANDRIDGE PERMIAN TRUST (PER) for Q4 2016, worth a combined $12.8M — down 4.9% from $13.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PER and 4 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 16 added.

The largest buyer was Deutsche Bank, adding an estimated $1.58M. The largest seller was Trust Asset Management, cutting an estimated $5.18M.

  • 40 institutional investors held SANDRIDGE PERMIAN TRUST (PER) as of Q4 2016, down from 43 in Q3 2016.
  • Funds reported $12.8M of SANDRIDGE PERMIAN TRUST stock for Q4 2016, down 4.9% quarter-over-quarter.
  • 4 funds opened new SANDRIDGE PERMIAN TRUST positions in Q4 2016 and 7 closed out, a net change of -3 holders.
  • The largest SANDRIDGE PERMIAN TRUST buyer in Q4 2016 was Deutsche Bank, an estimated $1.58M added.
  • The largest SANDRIDGE PERMIAN TRUST seller in Q4 2016 was Trust Asset Management, an estimated $5.18M sold.

Based on aggregated 13F filings for Q4 2016.