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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
AF
251
Advisornet Financial
Minnesota
$3.13K +$296 +29 +11%
MHR
252
Matthew Hamilton Rosenberg
$3.06K +$2.97K +291 New
QCG
253
Quadrant Capital Group
Ohio
$2.98K +$398 +39 +16%
GRP
254
Global Retirement Partners
California
$2.17K +$2.3K +225 New
EARNEST Partners
255
EARNEST Partners
Georgia
$1.82K – – –
HNB
256
Huntington National Bank
Ohio
$1.82K +$1.31K +128 +284%
TWA
257
TCI Wealth Advisors
Arizona
$1.63K – – –
SC
258
Schubert & Co
Texas
$1.62K – – –
NA
259
NewEdge Advisors
Louisiana
$1.57K -$3.57K -350 -70%
CFGS
260
Concourse Financial Group Securities
Alabama
$1.54K -$41 -4 -3%
EWA
261
EverSource Wealth Advisors
Alabama
$1.27K – – –
FWA
262
FSC Wealth Advisors
New York
$1.05K – – –
PA
263
PSI Advisors
Florida
$1.05K – – –
CAM
264
ClariVest Asset Management
California
$1K -$1.92M -188,118 -100%
SFG
265
Steward Financial Group
Texas
$1K +$1.69K +165 New
JWA
266
JFS Wealth Advisors
Pennsylvania
$977 +$521 +51 +121%
WTC
267
WhitTier Trust Company
Nevada
$819 – – –
BIA
268
Bell Investment Advisors
California
$609 – – –
Federated Hermes
269
Federated Hermes
Pennsylvania
$599 -$392K -38,371 -100%
SIC
270
SJS Investment Consulting
Ohio
$483 +$92 +9 +24%
VCM
271
Versant Capital Management
Arizona
$401 – – –
DI
272
Disciplined Investments
Oklahoma
$389 +$112 +11 +42%
HT
273
Headlands Technologies
Illinois
$347 +$337 +33 New
Commonwealth Equity Services
274
Commonwealth Equity Services
Massachusetts
$214 +$19.5K +1,906 +10%
TWP
275
TFO Wealth Partners
Ohio
$74 -$184 -18 -72%
9 10
11
12 13

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.