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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
SPA
426
Sherbrooke Park Advisers
New York
– -$232K -16,605 Closed
B
427
Bailard
California
– -$223K -16,000 Closed
RIL
428
Rothschild Investment LLC
Illinois
– -$190K -13,617 Closed
TI
429
Tidal Investments
Wisconsin
– -$153K -10,933 Closed
PGFC
430
Peapack-Gladstone Financial Corp
New Jersey
– -$140K -10,000 Closed
SOW
431
State of Wyoming
Wyoming
– -$87.9K -6,295 Closed
TAM
432
Tucker Asset Management
Colorado
– -$60K -4,298 Closed
CG
433
Cutler Group
California
– -$36.3K -2,652 Closed
CFB
434
Cullen/Frost Bankers
Texas
– -$20.9K -1,500 Closed
CCMW
435
Cypress Capital Management (Wyoming)
Wyoming
– -$9.77K -700 Closed
POIA
436
Pin Oak Investment Advisors
Texas
– -$3K -250 Closed
Barrow, Hanley, Mewhinney & Strauss
437
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$2.78K -199 Closed
EARNEST Partners
438
EARNEST Partners
Georgia
– -$2.42K -173 Closed
PFBT
439
Parkside Financial Bank & Trust
Missouri
– -$419 -30 Closed
Toronto Dominion Bank
440
Toronto Dominion Bank
Ontario, Canada
– -$28 -2 Closed
14 15 16 17
18

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.