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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
EI
301
Ethic Inc
New York
$184K +$24.6K +1,796 +15%
HWMA
302
Heritage Wealth Management (Arizona)
Arizona
$177K +$178K +13,018 New
AC
303
AXQ Capital
New Jersey
$177K +$178K +13,000 New
SAM
304
Sawgrass Asset Management
Florida
$175K -$2.64K -193 -1%
RPWA
305
Regent Peak Wealth Advisors
Georgia
$174K +$175K +12,798 New
Truist Financial
306
Truist Financial
North Carolina
$172K +$14.9K +1,086 +9%
I
307
InceptionR
California
$172K +$173K +12,648 New
TSS
308
Two Sigma Securities
New York
$172K +$173K +12,626 New
ATC
309
Argent Trust Co
Tennessee
$170K +$171K +12,480 New
AMH
310
Apollo Management Holdings
New York
$170K +$171K +12,479 New
Credit Agricole
311
Credit Agricole
France
$168K +$169K +12,336 New
WA
312
Waverly Advisors
Alabama
$167K +$168K +12,298 New
SG Americas Securities
313
SG Americas Securities
New York
$167K +$168K +12,294 New
SCM
314
Shelton Capital Management
Colorado
$165K +$166K +12,157 New
BFM
315
Boothbay Fund Management
New York
$165K +$166K +12,141 New
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$164K +$165K +12,069 New
SOAMC
317
Spirit of America Management Corp
New York
$163K +$164K +12,000 New
CL
318
CSS LLC
Illinois
$162K – – –
NA
319
Navellier & Associates
Nevada
$159K +$16.3K +1,187 +11%
AWS
320
Atria Wealth Solutions
New York
$159K +$160K +11,669 New
DM
321
Delphi Management
Massachusetts
$158K +$159K +11,632 New
CC
322
Carlson Capital
Texas
$154K -$1.8M -131,700 -92%
FRM
323
Fox Run Management
Connecticut
$153K +$3.26K +238 +2%
BFG
324
Bleakley Financial Group
New Jersey
$152K +$153K +11,179 New
SS
325
Simplicity Solutions
Minnesota
$152K +$153K +11,179 New
11 12
13
14 15

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.