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PR

Permian Resources
PR

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: 329 → 401 (+72)

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+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

Top Buyers

Rank Fund Capital Flow
1
EECFX
EnCap Energy Capital Fund XI
Texas
+$356M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$272M
3
BlackRock
BlackRock
New York
+$225M
4
POEH
Post Oak Energy Holdings
Texas
+$221M
5
Citadel Advisors
Citadel Advisors
Florida
+$177M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$78.4M
2
RH
Riverstone Holdings
New York
-$74.5M
3
Goldman Sachs
Goldman Sachs
New York
-$43.5M
4
Jennison Associates
Jennison Associates
New York
-$31.2M
5
Jane Street
Jane Street
New York
-$29.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
251
Truvestments Capital
Florida
$390K +$67.1K +4,898 +21%
CCS
252
Concentric Capital Strategies
Connecticut
$374K +$376K +27,490 New
VPIM
253
Vanguard Personalized Indexing Management
California
$374K +$231K +16,896 +160%
BWP
254
Balboa Wealth Partners
Arizona
$360K +$362K +26,451 New
AT
255
American Trust
Kentucky
$357K -$66.3K -4,844 -16%
USAA
256
United Services Automobile Association
Texas
$356K +$136K +9,905 +61%
Walleye Capital
257
Walleye Capital
New York
$352K -$10.1M -739,287 -97%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$347K +$29.7K +2,171 +9%
MYIA
259
Mount Yale Investment Advisors
Colorado
$339K -$69.8K -5,098 -17%
CGH
260
Crossmark Global Holdings
Texas
$322K +$165K +12,080 +104%
FP
261
Foundry Partners
Minnesota
$320K +$322K +23,521 New
CIA
262
Concurrent Investment Advisors
Florida
$316K +$318K +23,237 New
CA
263
CoreCap Advisors
Michigan
$314K +$316K +23,052 New
PA
264
Profund Advisors
Maryland
$313K +$133K +9,679 +73%
AAS
265
Avantax Advisory Services
Texas
$309K +$2.81K +205 +0.9%
KI
266
Kapitalo Investimentos
Brazil
$308K +$24.3K +1,775 +8%
MLICM
267
Metropolitan Life Insurance Company (MetLife)
New York
$301K +$85.8K +6,267 +39%
CCM
268
Chilton Capital Management
Texas
$297K – – –
YIH
269
Y-Intercept (HK)
Hong Kong
$289K +$291K +21,235 New
HIS
270
Harvest Investment Services
Illinois
$284K +$285K +20,848 New
CM
271
Castleark Management
Illinois
$278K +$280K +20,460 New
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$274K -$769K -56,155 -74%
WJWM
273
Williams Jones Wealth Management
New York
$271K -$13.7K -1,000 -5%
NA
274
NewEdge Advisors
Louisiana
$268K +$277K +20,208 New
AAM
275
Advisors Asset Management
Colorado
$267K +$269K +19,667 New
9 10
11
12 13

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.