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PER

SANDRIDGE PERMIAN TRUST
PER

Delisted

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

22 hedge funds and large institutions have $535K invested in SANDRIDGE PERMIAN TRUST in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

50% less call options, than puts

Call options by funds: $1K | Put options by funds: $2K

51% less capital invested

Capital invested by funds: $1.1M → $535K (-$568K)

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
4
Closed
6
Calls
$1K
Puts
$2K
Net Calls
-$1K
Net Calls Change
-$671K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$159K -$14.3K -11,125 -6%
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$148K
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$35K -$12.5K -9,700 -19%
UBS Group
4
UBS Group
Switzerland
$27K +$36.9K +28,700 +833%
Morgan Stanley
5
Morgan Stanley
New York
$24K -$51.6K -40,095 -58%
VF
6
Virtu Financial
New York
$23K +$19.9K +15,456 +134%
SBIA
7
Sheaff Brock Investment Advisors
Indiana
$18K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$16K +$24.4K +18,988 New
GIA
9
Gladstone Institutional Advisory
Florida
$14K
VFA
10
Voya Financial Advisors
Connecticut
$13K
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$12K -$2.06K -1,603 -10%
BBVA
12
Banco Bilbao Vizcaya Argentaria
Spain
$12K +$19.3K +15,000 New
LPL Financial
13
LPL Financial
California
$9K +$12.9K +10,003 New
JCM
14
Jacobi Capital Management
Pennsylvania
$6K +$1.6K +1,241 +21%
RIA
15
Realta Investment Advisors
Delaware
$5K
Bank of America
16
Bank of America
North Carolina
$5K +$1.12K +870 +18%
Wells Fargo
17
Wells Fargo
California
$5K +$3.73K +2,901 +105%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1K
AG
19
Advisor Group
Arizona
$1K +$26 +20 +1%
AF
20
Advisornet Financial
Minnesota
$1K +$769 +598 New
LPWM
21
Lake Point Wealth Management
Texas
$1K +$1.29K +1,000 New
State Street
22
State Street
Massachusetts
-$68K -40,520 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$18K -10,444 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$4K -2,115 Closed
AIC
25
Ameritas Investment Company
Nebraska
-$2K -1,000 Closed

PER Hedge Fund Activity: Q4 2019 in Review

22 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SANDRIDGE PERMIAN TRUST (PER) for Q4 2019, worth a combined $535K — down 51% from $1.1M a quarter earlier.

Fund positioning in PER was balanced in Q4 2019: 6 funds opened new positions, 6 closed out, 6 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, adding an estimated $36.9K. The largest seller was State Street, exiting entirely with an estimated $68K sold.

  • 22 institutional investors held SANDRIDGE PERMIAN TRUST (PER) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $535K of SANDRIDGE PERMIAN TRUST stock for Q4 2019, down 51% quarter-over-quarter.
  • 6 funds opened new SANDRIDGE PERMIAN TRUST positions in Q4 2019 and 6 closed out, a net change of 0 holders.
  • The largest SANDRIDGE PERMIAN TRUST buyer in Q4 2019 was UBS Group, an estimated $36.9K added.
  • The largest SANDRIDGE PERMIAN TRUST seller in Q4 2019 was State Street, an estimated $68K sold.

Based on aggregated 13F filings for Q4 2019.