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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
TF
326
Trek Financial
Arizona
$144K -$34.8K -2,539 -19%
Bessemer Group
327
Bessemer Group
New Jersey
$143K
JWCA
328
J.W. Cole Advisors
Florida
$139K +$1.03K +75 +0.7%
DADC
329
D.A. Davidson & Co
Montana
$136K +$137K +10,010 New
BSW
330
Buckingham Strategic Wealth
Missouri
$136K
SI
331
Stephens Inc
Arkansas
$136K
OP
332
ORG Partners
Indiana
$127K +$479 +35 +0.4%
HT
333
Headlands Technologies
Illinois
$117K +$100K +7,329 +584%
AA
334
AlphaCentric Advisors
Puerto Rico
$116K +$116K +8,497 New
C
335
Covestor
United Kingdom
$112K -$20.6K -1,505 -15%
SWS
336
SYSTM Wealth Solutions
Illinois
$109K +$110K +8,017 New
CIA
337
Cape Investment Advisory
Georgia
$102K +$103K +7,531 New
KBC Group
338
KBC Group
Belgium
$101K +$22.3K +1,632 +28%
CI Investments Inc
339
CI Investments Inc
Ontario, Canada
$101K +$96K +7,012 +1,840%
ASN
340
Advisory Services Network
Georgia
$101K +$102K +7,416 New
CM
341
Caption Management
Oklahoma
$77.5K +$78K +5,700 New
Nisa Investment Advisors
342
Nisa Investment Advisors
Missouri
$73.3K -$16K -1,168 -18%
PCM
343
Penserra Capital Management
California
$62K +$62.8K +4,590 New
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$56.7K +$53K +3,872 +1,291%
CA
345
Clearstead Advisors
Ohio
$53.9K -$34.6K -2,530 -39%
OIA
346
Optimum Investment Advisors
Illinois
$49.7K +$50.1K +3,658 New
TWM
347
Tradition Wealth Management
Minnesota
$48K +$48.1K +3,513 New
FHA
348
First Horizon Advisors
Tennessee
$45.3K -$16.2K -1,182 -26%
HNB
349
Huntington National Bank
Ohio
$45K +$33.3K +2,432 +278%
GI
350
GAMMA Investing
California
$42.8K +$43.5K +3,174 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.