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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
CFO
251
CVA Family Office
Colorado
$1.1K +$1.02K +100 New
JWA
252
JFS Wealth Advisors
Pennsylvania
$1.03K +$10 +1 +1%
CAS
253
Coppell Advisory Solutions
Texas
$950 +$890 +87 New
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$943 +$880 +86 New
GWS
255
Glassman Wealth Services
Virginia
$680 +$634 +62 New
BIA
256
Bell Investment Advisors
California
$636
SIC
257
SJS Investment Consulting
Ohio
$439 -$61 -6 -13%
QCG
258
Quadrant Capital Group
Ohio
$428 -$2.51K -245 -86%
DI
259
Disciplined Investments
Oklahoma
$384 -$20 -2 -5%
LC
260
Lindbrook Capital
California
$296 +$276 +27 New
TWP
261
TFO Wealth Partners
Ohio
$77
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$44 +$41 +4 New
Holocene Advisors
263
Holocene Advisors
New York
-$20.5M -1,952,946 Closed
Balyasny Asset Management
264
Balyasny Asset Management
Illinois
-$11.9M -1,130,940 Closed
AAI
265
Aequim Alternative Investments
California
-$11.5M -1,098,900 Closed
MMC
266
Mizuho Markets Cayman
Cayman Islands
-$8.4M -800,061 Closed
PAM
267
Panagora Asset Management
Massachusetts
-$7.5M -714,530 Closed
TC
268
TwinBeech Capital
New York
-$5.87M -559,437 Closed
Marshall Wace
269
Marshall Wace
United Kingdom
-$5.79M -551,829 Closed
BGIM
270
Brandywine Global Investment Management
Pennsylvania
-$5.48M -521,886 Closed
BC
271
Brookfield Corp
Ontario, Canada
-$4.35M -413,917 Closed
Squarepoint
272
Squarepoint
New York
-$3.87M -368,362 Closed
HF
273
HRT Financial
New York
-$3.86M -367,356 Closed
Allianz Asset Management
274
Allianz Asset Management
Germany
-$2.82M -268,962 Closed
Cerity Partners
275
Cerity Partners
New York
-$2.34B -249,965 Closed

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.