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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
MML Investors Services
276
MML Investors Services
Massachusetts
$267K +$2.56K +187 +1%
AA
277
AlphaMark Advisors
Kentucky
$261K -$58.5K -4,273 -18%
ACA
278
Aptus Capital Advisors
Alabama
$255K -$21.4K -1,565 -8%
SPIA
279
Steward Partners Investment Advisory
New York
$246K -$165K -12,030 -40%
WC
280
Waterloo Capital
Texas
$246K
CAM
281
Cresset Asset Management
Illinois
$241K +$243K +17,730 New
NC
282
NinePointTwo Capital
California
$241K
FIM
283
Freedom Investment Management
Connecticut
$240K -$8.78K -641 -4%
Cambridge Investment Research Advisors
284
Cambridge Investment Research Advisors
Iowa
$227K +$53K +3,875 +30%
GS
285
GTS Securities
New York
$225K +$226K +16,514 New
RIA
286
Realta Investment Advisors
Delaware
$224K +$225K +16,463 New
XT
287
XTX Topco
Cayman Islands
$223K +$34K +2,481 +18%
PI
288
PEAK6 Investments
Illinois
$222K +$224K +16,351 New
STA
289
Summit Trail Advisors
New York
$221K +$5.61K +410 +3%
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
$219K -$117K -8,543 -35%
Envestnet Portfolio Solutions
291
Envestnet Portfolio Solutions
Illinois
$213K -$65.4K -4,777 -23%
Neuberger Berman Group
292
Neuberger Berman Group
New York
$209K +$55.8K +4,076 +36%
Capstone Investment Advisors
293
Capstone Investment Advisors
New York
$208K +$58.4K +4,268 +39%
SIM
294
Sandia Investment Management
Massachusetts
$204K +$137K +10,000 +200%
USGIU
295
U.S. Global Investors (USGI)
Texas
$204K +$205K +15,000 New
Lazard Asset Management
296
Lazard Asset Management
New York
$203K -$91K -6,646 -31%
FFM
297
Forum Financial Management
Illinois
$198K +$54.5K +3,980 +38%
AHC
298
Adell Harriman & Carpenter
Texas
$196K +$197K +14,411 New
TIM
299
Triad Investment Management
California
$191K -$3.75K -274 -2%
SPC
300
Sigma Planning Corp
Michigan
$184K +$186K +13,560 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.