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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
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$35K +$5.63K +411 +19%
DekaBank Deutsche Girozentrale
352
DekaBank Deutsche Girozentrale
Germany
$33K +$33.2K +2,425 New
SS
353
Sunbelt Securities
Texas
$32.5K
PA
354
Parallel Advisors
California
$29.7K +$16.1K +1,178 +117%
QCG
355
Quadrant Capital Group
Ohio
$21.1K +$12.6K +923 +148%
FFO
356
Fortitude Family Office
Arizona
$20.9K +$21K +1,536 New
S
357
SignatureFD
Georgia
$19.9K +$2.03K +148 +11%
Ohio Public Employees Retirement System (OPERS)
358
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.6K -$2.18K -159 -11%
UB
359
UMB Bank
Missouri
$17.3K -$31.3K -2,283 -64%
RA
360
RiverPark Advisors
New York
$15.1K +$2.81K +205 +23%
AF
361
Allworth Financial
California
$15K +$15.1K +1,103 New
IGWM
362
ICA Group Wealth Management
Colorado
$13.6K +$13.7K +1,000 New
TWC
363
TD Waterhouse Canada
Ontario, Canada
$13.2K +$13.7K +1,000 New
AIM
364
Arcadia Investment Management
Michigan
$12.8K
EWA
365
EverSource Wealth Advisors
Alabama
$12K +$10.4K +760 +628%
MSFP
366
Mark Sheptoff Financial Planning
Connecticut
$10.9K +$11K +800 New
PWMG
367
Private Wealth Management Group
New Jersey
$8.58K +$8.64K +631 New
LC
368
Lindbrook Capital
California
$6.98K +$6.65K +486 +1,800%
PTC
369
Private Trust Company
Ohio
$6.91K -$1.74K -127 -20%
FFA
370
Farther Finance Advisors
California
$6.87K +$6.91K +505 New
TFM
371
TFC Financial Management
Massachusetts
$5.44K +$5.48K +400 New
IA
372
IFP Advisors
Florida
$4.69K +$14 +1 +0.3%
TCWA
373
Turtle Creek Wealth Advisors
Texas
$4.53K +$4.56K +333 New
AF
374
Advisornet Financial
Minnesota
$4.47K -$13.3K -972 -75%
PS
375
Principal Securities
Iowa
$4.11K +$4.13K +302 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.