PR icon

Permian Resources
PR

Overview Fund Activity

275 hedge funds and large institutions have $5.4B invested in Permian Resources in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+31
Holders Change %
+12.7%
% 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
68
Increased
102
Reduced
69
Closed
34
Calls
$47.4M
Puts
$24.3M
Net Calls
+$23.1M
Net Calls Change
+$29.3M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$2.34B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$111M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$167M
4
Macquarie Group
4
Macquarie Group
Australia
$59.3M
5
Victory Capital Management
5
Victory Capital Management
Texas
$72.5M

Top Sellers

1
RH
1
Riverstone Holdings
New York
$580M
2
Capital World Investors
2
Capital World Investors
California
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$17M
4
Millennium Management
4
Millennium Management
New York
$11.4M
5
State Street
5
State Street
Massachusetts
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
251
Matthew Hamilton Rosenberg
$3.06K +$3.06K +291 New
QCG
252
Quadrant Capital Group
Ohio
$2.98K +$410 +39 +16%
GRP
253
Global Retirement Partners
California
$2.17K +$2.17K +225 New
EARNEST Partners
254
EARNEST Partners
Georgia
$1.82K – – –
HNB
255
Huntington National Bank
Ohio
$1.82K +$1.34K +128 +284%
TWA
256
TCI Wealth Advisors
Arizona
$1.63K – – –
SC
257
Schubert & Co
Texas
$1.62K – – –
NA
258
NewEdge Advisors
Louisiana
$1.58K -$3.68K -350 -70%
CFGS
259
Concourse Financial Group Securities
Alabama
$1.54K -$42 -4 -3%
EWA
260
EverSource Wealth Advisors
Alabama
$1.27K – – –
PA
261
PSI Advisors
Florida
$1.05K – – –
FWA
262
FSC Wealth Advisors
New York
$1.05K – – –
CAM
263
ClariVest Asset Management
California
$1K -$1.61M -188,118 -100%
SFG
264
Steward Financial Group
Texas
$1K +$1K +165 New
JWA
265
JFS Wealth Advisors
Pennsylvania
$977 +$536 +51 +121%
WTC
266
WhitTier Trust Company
Nevada
$819 – – –
BIA
267
Bell Investment Advisors
California
$609 – – –
Federated Hermes
268
Federated Hermes
Pennsylvania
$599 -$403K -38,371 -100%
SIC
269
SJS Investment Consulting
Ohio
$483 +$95 +9 +24%
VCM
270
Versant Capital Management
Arizona
$401 – – –
DI
271
Disciplined Investments
Oklahoma
$389 +$116 +11 +42%
HT
272
Headlands Technologies
Illinois
$347 +$347 +33 New
Commonwealth Equity Services
273
Commonwealth Equity Services
Massachusetts
$214 +$20 +1,906 +10%
TWP
274
TFO Wealth Partners
Ohio
$74 -$190 -18 -72%
Capital World Investors
275
Capital World Investors
California
– -$111M -11,840,707 Closed
9 10
11
12 13