We are live on ! Find out more
PR

Permian Resources

401 hedge funds and large institutions have $7.29B invested in Permian Resources in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 185 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $130M | Put options by funds: $43.3M

192% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 39

128% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 81

38% more capital invested

Capital invested by funds: $5.29B → $7.29B (+$2B)

22% more funds holding

Funds holding: 329401 (+72)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

9.94% less ownership

Funds ownership: 115.13%105.19% (-9.9%)

Holders
401
Holders Change
+72
Holders Change %
+21.88%
% of All Funds
5.85%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
114
Increased
185
Reduced
81
Closed
39
Calls
$130M
Puts
$43.3M
Net Calls
+$86.9M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
226
Palisade Capital Management
New Jersey
$572K +$2.3K +168 +0.4%
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$564K +$271K +19,792 +91%
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$564K +$568K +41,488 New
PRC
229
Pearl River Capital
Michigan
$560K +$564K +41,181 New
Teacher Retirement System of Texas
230
Teacher Retirement System of Texas
Texas
$556K -$292K -21,343 -34%
CIP
231
Cornerstone Investment Partners
Georgia
$550K -$86.8K -6,343 -14%
P
232
Pitcairn
Pennsylvania
$531K -$50.2K -3,667 -9%
SB
233
Simmons Bank
Arkansas
$531K +$80.1K +5,850 +18%
Creative Planning
234
Creative Planning
Kansas
$527K +$522K +38,138 +5,968%
NS
235
NBC Securities
Alabama
$516K +$397K +28,985 +322%
AAM
236
Azzad Asset Management
Virginia
$511K -$395K -28,881 -43%
FDS
237
First Dallas Securities
Texas
$502K -$6.79M -496,033 -93%
SAM
238
Secure Asset Management
Michigan
$487K +$490K +35,796 New
PRS
239
Pinkerton Retirement Specialists
Idaho
$486K +$489K +35,756 New
RFA
240
Register Financial Advisors
Georgia
$483K +$486K +35,500 New
SAM
241
Securian Asset Management
Minnesota
$477K +$158K +11,505 +49%
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$472K +$467K +34,124 New
RJFSA
243
Raymond James Financial Services Advisors
Florida
$463K +$5.07K +370 +1%
AWM
244
Avior Wealth Management
Nebraska
$462K +$87.3K +6,379 +23%
FHB
245
First Hawaiian Bank
Hawaii
$460K -$10.5K -767 -2%
PTC
246
Petrus Trust Company
Texas
$436K -$31.9K -2,330 -7%
C
247
CEDRUS
Colorado
$428K +$1.63K +119 +0.4%
TRCT
248
Tower Research Capital (TRC)
New York
$410K +$81.5K +5,957 +25%
ARC
249
Advisor Resource Council
Texas
$400K +$403K +29,422 New
PAG
250
Private Advisor Group
New Jersey
$394K +$397K +28,968 New

PR Hedge Fund Activity: Q4 2023 in Review

401 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Permian Resources (PR) for Q4 2023, worth a combined $7.29B — up 38% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PR positions and 39 closed out — a net gain of 75 holders — while 185 added to existing stakes and 81 trimmed.

The largest buyer was EnCap Energy Capital Fund XI, opening a new position worth an estimated $356M. The largest seller was AllianceBernstein, cutting an estimated $78.4M.

  • 401 institutional investors held Permian Resources (PR) as of Q4 2023, up from 329 in Q3 2023.
  • Funds reported $7.29B of Permian Resources stock for Q4 2023, up 38% quarter-over-quarter.
  • 114 funds opened new Permian Resources positions in Q4 2023 and 39 closed out, a net change of +75 holders.
  • The largest Permian Resources buyer in Q4 2023 was EnCap Energy Capital Fund XI, an estimated $356M added.
  • The largest Permian Resources seller in Q4 2023 was AllianceBernstein, an estimated $78.4M sold.

Based on aggregated 13F filings for Q4 2023.