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PR

Permian Resources
PR

276 hedge funds and large institutions have $5.4B invested in Permian Resources in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more capital invested

Capital invested by funds: $2.49B → $5.4B (+$2.91B)

103% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 34

95% more call options, than puts

Call options by funds: $47.4M | Put options by funds: $24.3M

48% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 69

13% more funds holding

Funds holding: 244 → 276 (+32)

4.87% more ownership

Funds ownership: 95.85% → 100.72% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
276
Holders Change
+32
Holders Change %
+13.11%
% of All Funds
4.4%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
69
Increased
102
Reduced
69
Closed
34
Calls
$47.4M
Puts
$24.3M
Net Calls
+$23.1M
Net Calls Change
+$29.3M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$105M
2
N
Nuveen
North Carolina
+$103M
3
Macquarie Group
Macquarie Group
Australia
+$57.7M
4
Victory Capital Management
Victory Capital Management
Texas
+$41.4M
5
FCM
Frontier Capital Management
Massachusetts
+$38.1M

Top Sellers

Rank Fund Capital Flow
1
RH
Riverstone Holdings
New York
-$139M
2
Capital World Investors
Capital World Investors
California
-$111M
3
First Trust Advisors
First Trust Advisors
Illinois
-$53.9M
4
Millennium Management
Millennium Management
New York
-$38.7M
5
State Street
State Street
Massachusetts
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$23.2M +$1.89M +184,646 +9%
Northern Trust
27
Northern Trust
Illinois
$22.9M +$2.66M +260,581 +14%
Citadel Advisors
28
Citadel Advisors
Florida
$22.7M +$5M +489,566 +29%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$21.8M +$594K +58,163 +3%
WCCM
30
Webs Creek Capital Management
Texas
$21.7M +$102K +10,000 +0.5%
SCM
31
SIR Capital Management
New York
$20.9M +$4.99M +488,500 +32%
Holocene Advisors
32
Holocene Advisors
New York
$20.5M +$19.9M +1,952,946 New
TCM
33
Tributary Capital Management
Nebraska
$17.8M +$572K +56,052 +3%
First Trust Advisors
34
First Trust Advisors
Illinois
$17M -$53.9M -5,278,510 -77%
Morgan Stanley
35
Morgan Stanley
New York
$16.5M +$503K +49,271 +3%
BCM
36
Bridgeway Capital Management
Texas
$14.9M -$5.52M -540,547 -28%
American Century Companies
37
American Century Companies
Missouri
$14M -$2.28M -223,298 -14%
MIM
38
Merewether Investment Management
Texas
$13.9M +$13.5M +1,322,040 New
Bank of America
39
Bank of America
North Carolina
$12.5M +$6.65M +650,919 +121%
WCM Investment Management
40
WCM Investment Management
California
$12.2M +$3.81M +373,503 +47%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$11.9M -$17.2M -1,683,965 -60%
AAI
42
Aequim Alternative Investments
California
$11.5M – – –
ZDA
43
Zweig-DiMenna Associates
New York
$11.5M +$11.2M +1,092,500 New
Millennium Management
44
Millennium Management
New York
$11.4M -$38.7M -3,787,310 -78%
Hotchkis & Wiley Capital Management
45
Hotchkis & Wiley Capital Management
California
$11.2M +$7.15K +700 +0.1%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$11.1M -$10.3M -1,009,258 -49%
SFI
47
Susquehanna Fundamental Investments
Pennsylvania
$10.1M -$1.63M -159,905 -14%
KCM
48
Kennedy Capital Management
Missouri
$9.64M -$1.54M -150,708 -14%
Rafferty Asset Management
49
Rafferty Asset Management
New York
$8.52M -$1.84M -179,893 -18%
MMA
50
Mizuho Markets Americas
New York
$8.4M +$3.08M +302,100 +61%
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PR Hedge Fund Activity: Q1 2023 in Review

276 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Permian Resources (PR) for Q1 2023, worth a combined $5.4B — up 117% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PR positions and 34 closed out — a net gain of 35 holders — while 102 added to existing stakes and 69 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $105M. The largest seller was Riverstone Holdings, cutting an estimated $139M.

  • 276 institutional investors held Permian Resources (PR) as of Q1 2023, up from 244 in Q4 2022.
  • Funds reported $5.4B of Permian Resources stock for Q1 2023, up 117% quarter-over-quarter.
  • 69 funds opened new Permian Resources positions in Q1 2023 and 34 closed out, a net change of +35 holders.
  • The largest Permian Resources buyer in Q1 2023 was AllianceBernstein, an estimated $105M added.
  • The largest Permian Resources seller in Q1 2023 was Riverstone Holdings, an estimated $139M sold.

Based on aggregated 13F filings for Q1 2023.