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PR

Permian Resources

264 hedge funds and large institutions have $3.31B invested in Permian Resources in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 79 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $61.4M | Put options by funds: $19.6M

42% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 79

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% less funds holding

Funds holding: 276264 (-12)

4.6% less ownership

Funds ownership: 100.72%96.12% (-4.6%)

20% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 55

39% less capital invested

Capital invested by funds: $5.4B → $3.31B (-$2.09B)

Holders
264
Holders Change
-12
Holders Change %
-4.35%
% of All Funds
4.15%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
44
Increased
112
Reduced
79
Closed
55
Calls
$61.4M
Puts
$19.6M
Net Calls
+$41.8M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
C
226
Covestor
United Kingdom
$30K -$1.27K -124 -4%
SS
227
Sunbelt Securities
Texas
$26.2K +$1.96K +192 +9%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$23K +$3.9K +381 +22%
Ohio Public Employees Retirement System (OPERS)
229
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K -$3.09K -302 -14%
CFB
230
Cullen/Frost Bankers
Texas
$16.4K
S
231
SignatureFD
Georgia
$14K -$1.21K -118 -8%
Barrow, Hanley, Mewhinney & Strauss
232
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.6K +$6.95K +680 +181%
HT
233
Headlands Technologies
Illinois
$11K +$9.93K +971 +2,942%
AIM
234
Arcadia Investment Management
Michigan
$10.3K -$32.3K -3,162 -77%
HNB
235
Huntington National Bank
Ohio
$9.27K +$6.88K +673 +389%
CCMW
236
Cypress Capital Management (Wyoming)
Wyoming
$7.67K
IA
237
IFP Advisors
Florida
$7.39K -$4.56K -446 -40%
PTC
238
Private Trust Company
Ohio
$6.96K
GA
239
GoalVest Advisory
New York
$6.39K +$5.96K +583 New
PA
240
Parallel Advisors
California
$4.91K
AF
241
Advisornet Financial
Minnesota
$3.3K +$31 +3 +1%
MHR
242
Matthew Hamilton Rosenberg
$3.19K
CI Investments Inc
243
CI Investments Inc
Ontario, Canada
$3K +$3.12K +305 New
MA
244
MCF Advisors
Kentucky
$2.67K -$2.2K -215 -47%
GRP
245
Global Retirement Partners
California
$2.21K -$235 -23 -10%
CAM
246
ClariVest Asset Management
California
$2K +$665 +65 +56%
EARNEST Partners
247
EARNEST Partners
Georgia
$1.9K
VCM
248
Versant Capital Management
Arizona
$1.61K +$1.1K +108 +277%
CFGS
249
Concourse Financial Group Securities
Alabama
$1.54K -$61 -6 -4%
EWA
250
EverSource Wealth Advisors
Alabama
$1.33K

PR Hedge Fund Activity: Q2 2023 in Review

264 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Permian Resources (PR) for Q2 2023, worth a combined $3.31B — down 39% from $5.4B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PR and 44 opened new positions — a net loss of 11 holders — while 79 trimmed existing stakes and 112 added.

The largest buyer was Woodline Partners, opening a new position worth an estimated $65.3M. The largest seller was Cerity Partners, exiting entirely with an estimated $2.34B sold.

  • 264 institutional investors held Permian Resources (PR) as of Q2 2023, down from 276 in Q1 2023.
  • Funds reported $3.31B of Permian Resources stock for Q2 2023, down 39% quarter-over-quarter.
  • 44 funds opened new Permian Resources positions in Q2 2023 and 55 closed out, a net change of -11 holders.
  • The largest Permian Resources buyer in Q2 2023 was Woodline Partners, an estimated $65.3M added.
  • The largest Permian Resources seller in Q2 2023 was Cerity Partners, an estimated $2.34B sold.

Based on aggregated 13F filings for Q2 2023.