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PER

SANDRIDGE PERMIAN TRUST
PER

Delisted

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

30 hedge funds and large institutions have $5.77M invested in SANDRIDGE PERMIAN TRUST in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $782K

22% more capital invested

Capital invested by funds: $4.74M → $5.77M (+$1.03M)

9% less funds holding

Funds holding: 3330 (-3)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
7
Closed
11
Calls
$1.76M
Puts
$782K
Net Calls
+$974K
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$3.75M
CWM
2
Cornerstone Wealth Management
Missouri
$500K +$2.98K +1,300 New
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$451K
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$189K -$219K -95,345 -57%
VF
5
Virtu Financial
New York
$153K +$86.6K +37,764 +178%
DAS
6
Dynamic Advisor Solutions
Arizona
$153K +$135K +58,775 New
Citadel Advisors
7
Citadel Advisors
Florida
$87K +$76.9K +33,520 New
Morgan Stanley
8
Morgan Stanley
New York
$70K +$24.1K +10,492 +63%
EWM
9
Evercore Wealth Management
New York
$70K +$61.9K +27,000 New
Wolverine Trading
10
Wolverine Trading
Illinois
$69K
MMG
11
Monetary Management Group
Missouri
$68K +$2.29K +1,000 +4%
AG
12
Advisor Group
Arizona
$39K -$51.9K -22,620 -60%
VFA
13
Voya Financial Advisors
Connecticut
$39K
RJA
14
Raymond James & Associates
Florida
$32K -$4.46K -1,947 -14%
UBS Group
15
UBS Group
Switzerland
$20K +$8.64K +3,770 +94%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$19K +$14.4K +6,301 +420%
Wells Fargo
17
Wells Fargo
California
$15K -$8.39K -3,657 -39%
Bank of America
18
Bank of America
North Carolina
$11K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$11K
JCM
20
Jacobi Capital Management
Pennsylvania
$11K +$903 +394 +10%
AWM
21
Avior Wealth Management
Nebraska
$5K +$4.59K +2,000 New
Simplex Trading
22
Simplex Trading
Illinois
$3K -$82.1K -35,819 -96%
CF
23
Centaurus Financial
California
$3K +$2.43K +1,060 New
JP Morgan Chase
24
JP Morgan Chase
New York
$2K -$459 -200 -20%
PSC
25
Prentiss Smith & Co
Vermont
$2K

PER Hedge Fund Activity: Q2 2018 in Review

30 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in SANDRIDGE PERMIAN TRUST (PER) for Q2 2018, worth a combined $5.77M — up 22% from $4.74M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PER and 8 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $135K. The largest seller was Group One Trading, exiting entirely with an estimated $290K sold.

  • 30 institutional investors held SANDRIDGE PERMIAN TRUST (PER) as of Q2 2018, down from 33 in Q1 2018.
  • Funds reported $5.77M of SANDRIDGE PERMIAN TRUST stock for Q2 2018, up 22% quarter-over-quarter.
  • 8 funds opened new SANDRIDGE PERMIAN TRUST positions in Q2 2018 and 11 closed out, a net change of -3 holders.
  • The largest SANDRIDGE PERMIAN TRUST buyer in Q2 2018 was Dynamic Advisor Solutions, an estimated $135K added.
  • The largest SANDRIDGE PERMIAN TRUST seller in Q2 2018 was Group One Trading, an estimated $290K sold.

Based on aggregated 13F filings for Q2 2018.