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PER

SANDRIDGE PERMIAN TRUST
PER

Delisted

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

43 hedge funds and large institutions have $13.5M invested in SANDRIDGE PERMIAN TRUST in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

2% less capital invested

Capital invested by funds: $13.8M → $13.5M (-$334K)

4% less funds holding

Funds holding: 4543 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

38% less call options, than puts

Call options by funds: $81K | Put options by funds: $131K

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
12
Reduced
12
Closed
6
Calls
$81K
Puts
$131K
Net Calls
-$50K
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1
Trust Asset Management
Texas
$6.38M -$621K -237,207 -10%
Allianz Asset Management
2
Allianz Asset Management
Germany
$4.15M
AIA
3
Arrow Investment Advisors
Maryland
$841K +$136K +52,094 +21%
Renaissance Technologies
4
Renaissance Technologies
New York
$223K -$30K -11,445 -13%
Deutsche Bank
5
Deutsche Bank
Germany
$222K -$35.5K -13,561 -15%
HNB
6
Huntington National Bank
Ohio
$208K
ANTB
7
AMG National Trust Bank
Colorado
$184K -$133K -50,867 -44%
CAN
8
Cetera Advisor Networks
California
$151K +$73.1K +27,924 +111%
AG
9
Advisor Group
Arizona
$142K -$1.5K -572 -1%
GCP
10
GSA Capital Partners
United Kingdom
$118K -$661K -252,503 -86%
VKH
11
Virtu KCG Holdings
New York
$116K +$106K +40,598 New
Morgan Stanley
12
Morgan Stanley
New York
$101K +$1.85K +705 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$74K -$67.3K -25,713 -50%
CS
14
Credit Suisse
Switzerland
$57K
RJA
15
Raymond James & Associates
Florida
$56K +$7.2K +2,750 +16%
Creative Planning
16
Creative Planning
Kansas
$50K +$2.82K +1,077 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$44K -$241 -92 -0.6%
CA
18
Cetera Advisors
Colorado
$44K
VFA
19
Voya Financial Advisors
Connecticut
$43K
Bank of America
20
Bank of America
North Carolina
$41K +$2.62K +1,000 +8%
Wells Fargo
21
Wells Fargo
California
$35K +$11.1K +4,249 +52%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$34K +$31.3K +11,956 New
FMBTD
23
First Midwest Bank Trust Division
Illinois
$32K
AIM
24
Acrospire Investment Management
Illinois
$21K -$12.3K -4,700 -39%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$21K +$100 +38 +0.5%

PER Hedge Fund Activity: Q3 2016 in Review

43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SANDRIDGE PERMIAN TRUST (PER) for Q3 2016, worth a combined $13.5M — down 2.4% from $13.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PER and 5 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 12 added.

The largest buyer was Arrow Investment Advisors, adding an estimated $136K. The largest seller was GSA Capital Partners, cutting an estimated $661K.

  • 43 institutional investors held SANDRIDGE PERMIAN TRUST (PER) as of Q3 2016, down from 45 in Q2 2016.
  • Funds reported $13.5M of SANDRIDGE PERMIAN TRUST stock for Q3 2016, down 2.4% quarter-over-quarter.
  • 5 funds opened new SANDRIDGE PERMIAN TRUST positions in Q3 2016 and 6 closed out, a net change of -1 holder.
  • The largest SANDRIDGE PERMIAN TRUST buyer in Q3 2016 was Arrow Investment Advisors, an estimated $136K added.
  • The largest SANDRIDGE PERMIAN TRUST seller in Q3 2016 was GSA Capital Partners, an estimated $661K sold.

Based on aggregated 13F filings for Q3 2016.