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PR

Permian Resources
PR

276 hedge funds and large institutions have $5.4B invested in Permian Resources in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more capital invested

Capital invested by funds: $2.49B → $5.4B (+$2.91B)

103% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 34

95% more call options, than puts

Call options by funds: $47.4M | Put options by funds: $24.3M

48% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 69

13% more funds holding

Funds holding: 244 → 276 (+32)

4.87% more ownership

Funds ownership: 95.85% → 100.72% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
276
Holders Change
+32
Holders Change %
+13.11%
% of All Funds
4.4%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
69
Increased
102
Reduced
69
Closed
34
Calls
$47.4M
Puts
$24.3M
Net Calls
+$23.1M
Net Calls Change
+$29.3M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$105M
2
N
Nuveen
North Carolina
+$103M
3
Macquarie Group
Macquarie Group
Australia
+$57.7M
4
Victory Capital Management
Victory Capital Management
Texas
+$41.4M
5
FCM
Frontier Capital Management
Massachusetts
+$38.1M

Top Sellers

1
RH
Riverstone Holdings
New York
-$139M
2
Capital World Investors
Capital World Investors
California
-$111M
3
First Trust Advisors
First Trust Advisors
Illinois
-$53.9M
4
Millennium Management
Millennium Management
New York
-$38.7M
5
State Street
State Street
Massachusetts
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
226
Lazard Asset Management
New York
$65K +$63.7K +6,243 New
PI
227
PEAK6 Investments
Illinois
$60K +$58.3K +5,710 New
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$57K +$41.8K +4,090 +299%
SIM
229
Sandia Investment Management
Massachusetts
$52.5K +$51K +5,000 New
FHA
230
First Horizon Advisors
Tennessee
$51K +$2.25K +220 +5%
HIA
231
Harbor Investment Advisory
Maryland
$50.2K +$48.8K +4,781 New
AIM
232
Arcadia Investment Management
Michigan
$43.1K +$23.7K +2,326 +131%
UB
233
UMB Bank
Missouri
$39.3K – – –
QL
234
Quarry LP
New York
$33.1K +$32.1K +3,148 New
SOW
235
State of Wyoming
Wyoming
$31.1K -$61.5K -6,027 -67%
C
236
Covestor
United Kingdom
$30K -$7.07K -692 -19%
SS
237
Sunbelt Securities
Texas
$22.6K +$22.5K +2,200 New
Ohio Public Employees Retirement System (OPERS)
238
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K -$1.71K -167 -7%
CCM
239
Chilton Capital Management
Texas
$21K +$20.4K +2,000 New
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$18K +$1.13K +111 +7%
CFB
241
Cullen/Frost Bankers
Texas
$15.8K – – –
S
242
SignatureFD
Georgia
$14.7K -$2.65K -260 -16%
SPIA
243
Steward Partners Investment Advisory
New York
$12.9K – – –
IA
244
IFP Advisors
Florida
$8.9K +$1.8K +176 +19%
CCMW
245
Cypress Capital Management (Wyoming)
Wyoming
$7.35K – – –
PTC
246
Private Trust Company
Ohio
$6.67K – – –
AAS
247
Ameritas Advisory Services
Nebraska
$5.74K +$5.58K +547 New
MA
248
MCF Advisors
Kentucky
$4.82K – – –
PA
249
Parallel Advisors
California
$4.7K – – –
Barrow, Hanley, Mewhinney & Strauss
250
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.95K – – –
8 9
10
11 12

PR Hedge Fund Activity: Q1 2023 in Review

276 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Permian Resources (PR) for Q1 2023, worth a combined $5.4B — up 117% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PR positions and 34 closed out — a net gain of 35 holders — while 102 added to existing stakes and 69 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $105M. The largest seller was Riverstone Holdings, cutting an estimated $139M.

  • 276 institutional investors held Permian Resources (PR) as of Q1 2023, up from 244 in Q4 2022.
  • Funds reported $5.4B of Permian Resources stock for Q1 2023, up 117% quarter-over-quarter.
  • 69 funds opened new Permian Resources positions in Q1 2023 and 34 closed out, a net change of +35 holders.
  • The largest Permian Resources buyer in Q1 2023 was AllianceBernstein, an estimated $105M added.
  • The largest Permian Resources seller in Q1 2023 was Riverstone Holdings, an estimated $139M sold.

Based on aggregated 13F filings for Q1 2023.