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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
QL
376
Quarry LP
New York
$4.08K +$4.11K +300 New
MHR
377
Matthew Hamilton Rosenberg
$3.96K
T
378
Tidemark
California
$3.47K +$3.49K +255 New
MA
379
MCF Advisors
Kentucky
$3.32K
GA
380
GoalVest Advisory
New York
$3.05K -$8.73K -638 -74%
HFS
381
HBC Financial Services
Washington
$3K +$3.42K +250 New
VCM
382
Versant Capital Management
Arizona
$2.86K +$862 +63 +43%
CAS
383
Coppell Advisory Solutions
Texas
$2.42K
GWS
384
Glassman Wealth Services
Virginia
$1.84K +$999 +73 +118%
JWA
385
JFS Wealth Advisors
Pennsylvania
$1.74K +$452 +33 +35%
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$1.73K +$561 +41 +48%
CFGS
387
Concourse Financial Group Securities
Alabama
$1.54K -$383 -28 -20%
CFO
388
CVA Family Office
Colorado
$1.37K +$1.38K +101 New
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$1.36K +$411 +30 +43%
SHIM
390
Stone House Investment Management
Pennsylvania
$1.07K +$1.08K +79 New
VNA
391
Valley National Advisers
Pennsylvania
$1K +$1.48K +108 New
CAM
392
ClariVest Asset Management
California
$884
BIA
393
Bell Investment Advisors
California
$789
SIC
394
SJS Investment Consulting
Ohio
$694 +$123 +9 +21%
PWMG
395
Prestige Wealth Management Group
New Jersey
$653 +$657 +48 New
WAM
396
Wolverine Asset Management
Illinois
$652 +$657 +48 New
KFI
397
Key Financial Inc
Pennsylvania
$177 +$178 +13 New
DPW
398
DiNuzzo Private Wealth
Pennsylvania
$150 +$151 +11 New
AssetMark Inc
399
AssetMark Inc
California
$136 +$137 +10 New
TWP
400
TFO Wealth Partners
Ohio
$95

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.