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PER

SANDRIDGE PERMIAN TRUST
PER

Delisted

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

26 hedge funds and large institutions have $5.36M invested in SANDRIDGE PERMIAN TRUST in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less capital invested

Capital invested by funds: $5.77M → $5.36M (-$413K)

13% less funds holding

Funds holding: 3026 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

85% less call options, than puts

Call options by funds: $91K | Put options by funds: $589K

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
11
Closed
9
Calls
$91K
Puts
$589K
Net Calls
-$498K
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$3.74M -$80.6K -30,500 -2%
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$459K
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$225K +$32.6K +12,315 +17%
VF
4
Virtu Financial
New York
$151K -$5.55K -2,101 -4%
Group One Trading
5
Group One Trading
Illinois
$127K +$127K +47,977 New
Simplex Trading
6
Simplex Trading
Illinois
$125K +$122K +46,191 +3,416%
Barclays
7
Barclays
United Kingdom
$120K +$120K +45,302 New
Morgan Stanley
8
Morgan Stanley
New York
$60K -$12.5K -4,725 -17%
CAN
9
Cetera Advisor Networks
California
$59K +$57.4K +21,721 New
VFA
10
Voya Financial Advisors
Connecticut
$39K
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$38K +$23.1K +8,740 +151%
Wolverine Trading
12
Wolverine Trading
Illinois
$37K -$58.9K -22,278 -61%
Citadel Advisors
13
Citadel Advisors
Florida
$34K -$54.5K -20,619 -62%
EWM
14
Evercore Wealth Management
New York
$32K -$39.7K -15,000 -56%
RJA
15
Raymond James & Associates
Florida
$32K -$331 -125 -1%
AG
16
Advisor Group
Arizona
$22K -$18.5K -6,980 -46%
Wells Fargo
17
Wells Fargo
California
$16K +$814 +308 +5%
JCM
18
Jacobi Capital Management
Pennsylvania
$12K +$1.06K +401 +10%
PI
19
PEAK6 Investments
Illinois
$12K +$12.4K +4,698 New
Bank of America
20
Bank of America
North Carolina
$11K
UBS Group
21
UBS Group
Switzerland
$5K -$15.3K -5,786 -75%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4K -$16.4K -6,201 -79%
PSC
23
Prentiss Smith & Co
Vermont
$2K
JP Morgan Chase
24
JP Morgan Chase
New York
$1K -$793 -300 -38%
CPIG
25
Chicago Partners Investment Group
Illinois
$1K

PER Hedge Fund Activity: Q3 2018 in Review

26 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in SANDRIDGE PERMIAN TRUST (PER) for Q3 2018, worth a combined $5.36M — down 7.2% from $5.77M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PER and 5 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 5 added.

The largest buyer was Group One Trading, opening a new position worth an estimated $127K. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $500K sold.

  • 26 institutional investors held SANDRIDGE PERMIAN TRUST (PER) as of Q3 2018, down from 30 in Q2 2018.
  • Funds reported $5.36M of SANDRIDGE PERMIAN TRUST stock for Q3 2018, down 7.2% quarter-over-quarter.
  • 5 funds opened new SANDRIDGE PERMIAN TRUST positions in Q3 2018 and 9 closed out, a net change of -4 holders.
  • The largest SANDRIDGE PERMIAN TRUST buyer in Q3 2018 was Group One Trading, an estimated $127K added.
  • The largest SANDRIDGE PERMIAN TRUST seller in Q3 2018 was Cornerstone Wealth Management, an estimated $500K sold.

Based on aggregated 13F filings for Q3 2018.