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PR

Permian Resources
PR

329 hedge funds and large institutions have $5.29B invested in Permian Resources in 2023 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 125 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 24

208% more call options, than puts

Call options by funds: $94.8M | Put options by funds: $30.8M

89% more funds holding in top 10

Funds holding in top 10: 9 → 17 (+8)

67% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 75

60% more capital invested

Capital invested by funds: $3.31B → $5.29B (+$1.97B)

25% more funds holding

Funds holding: 264 → 329 (+65)

19.01% more ownership

Funds ownership: 96.12% → 115.13% (+19%)

Holders
329
Holders Change
+65
Holders Change %
+24.62%
% of All Funds
5.22%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.27%
New
92
Increased
125
Reduced
75
Closed
24
Calls
$94.8M
Puts
$30.8M
Net Calls
+$64M
Net Calls Change
+$22.2M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$174M
2
Jennison Associates
Jennison Associates
New York
+$69M
3
Goldman Sachs
Goldman Sachs
New York
+$63.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$52.2M
5
PDIP
Palo Duro Investment Partners
Illinois
+$49.8M

Top Sellers

Rank Fund Capital Flow
1
HHAM
HITE Hedge Asset Management
Massachusetts
-$28.2M
2
Victory Capital Management
Victory Capital Management
Texas
-$26.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$18.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$16.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$51.3M +$12.1M +964,362 +36%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$49M +$17.9M +1,425,212 +68%
SC
28
Sagefield Capital
Texas
$47M +$396K +31,508 +0.9%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$42.4M -$5.9M -469,216 -13%
VNIM
30
Vaughan Nelson Investment Management
Texas
$40.8M +$15M +1,192,850 +69%
Millennium Management
31
Millennium Management
New York
$38.7M +$3.66M +291,099 +12%
Morgan Stanley
32
Morgan Stanley
New York
$37.1M +$16.2M +1,286,735 +94%
Jane Street
33
Jane Street
New York
$37M +$27.1M +2,153,871 +435%
MIM
34
Merewether Investment Management
Texas
$36.3M -$12M -951,100 -27%
Charles Schwab
35
Charles Schwab
California
$36.2M +$4.78M +380,334 +17%
WCCM
36
Webs Creek Capital Management
Texas
$31.5M +$4.4M +350,000 +18%
LI
37
Leeward Investments
Massachusetts
$30.5M +$27.5M +2,187,485 New
T. Rowe Price Investment Management
38
T. Rowe Price Investment Management
Maryland
$29.5M +$26.6M +2,115,480 New
YCM
39
Yaupon Capital Management
New York
$28.5M +$17.4M +1,384,450 +212%
Ameriprise
40
Ameriprise
Minnesota
$27.3M +$7.44M +591,498 +43%
Citigroup
41
Citigroup
New York
$24.1M +$7.75M +615,772 +55%
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$23.5M +$9.25M +735,364 +78%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$23.1M -$16.9M -1,341,200 -45%
First Trust Advisors
44
First Trust Advisors
Illinois
$21.9M +$119K +9,483 +0.6%
KL
45
KGH Ltd
Bahamas
$21.6M +$19.5M +1,550,000 New
TCM
46
Tributary Capital Management
Nebraska
$21.6M -$1.47M -116,571 -7%
American Century Companies
47
American Century Companies
Missouri
$19.7M +$375K +29,791 +2%
WCM Investment Management
48
WCM Investment Management
California
$17.9M +$321K +25,549 +2%
Bank of America
49
Bank of America
North Carolina
$16.6M -$5.35M -425,092 -26%
Principal Financial Group
50
Principal Financial Group
Iowa
$16.3M +$13.3M +1,061,059 +967%
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PR Hedge Fund Activity: Q3 2023 in Review

329 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Permian Resources (PR) for Q3 2023, worth a combined $5.29B — up 60% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new PR positions and 24 closed out — a net gain of 68 holders — while 125 added to existing stakes and 75 trimmed.

The largest buyer was BlackRock, adding an estimated $174M. The largest seller was HITE Hedge Asset Management, cutting an estimated $28.2M.

  • 329 institutional investors held Permian Resources (PR) as of Q3 2023, up from 264 in Q2 2023.
  • Funds reported $5.29B of Permian Resources stock for Q3 2023, up 60% quarter-over-quarter.
  • 92 funds opened new Permian Resources positions in Q3 2023 and 24 closed out, a net change of +68 holders.
  • The largest Permian Resources buyer in Q3 2023 was BlackRock, an estimated $174M added.
  • The largest Permian Resources seller in Q3 2023 was HITE Hedge Asset Management, an estimated $28.2M sold.

Based on aggregated 13F filings for Q3 2023.