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Permian Resources
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Overview Fund Activity

532 hedge funds and large institutions have $9.86B invested in Permian Resources in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 216 increasing their positions, 163 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+30
Holders Change %
+5.98%
% of All Funds
7.08%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
99
Increased
216
Reduced
163
Closed
60
Calls
$71.5M
Puts
$32.7M
Net Calls
+$38.7M
Net Calls Change
+$1.28M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$432M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$470M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$170M
4
UBS Group
UBS Group
Switzerland
$55.6M
5
Invesco
Invesco
Georgia
$114M

Top Sellers

1
ECG
Edge Capital Group
Georgia
$2.02M
2
Citadel Advisors
Citadel Advisors
Florida
$18.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$15.2M
4
WP
Woodline Partners
California
$40.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
501
Mather Group
Illinois
$2.37K +$906 +63 +62%
SWM
502
Spire Wealth Management
Virginia
$2.07K +$2.07K +144 New
HFS
503
HBC Financial Services
Washington
$2K – – –
CSWM
504
Cassady Schiller Wealth Management
Ohio
$1.8K +$1.8K +125 New
NC
505
NewSquare Capital
Pennsylvania
$1.7K +$1.7K +118 New
WA
506
WPG Advisers
Maryland
$1.6K +$1.6K +111 New
HI
507
Horizon Investments
North Carolina
$1.58K – – –
HWA
508
HHM Wealth Advisors
Tennessee
$1.57K +$1.57K +109 New
SIC
509
SJS Investment Consulting
Ohio
$1.51K +$604 +42 +67%
SO
510
Sierra Ocean
California
$1.51K +$1.51K +105 New
GEA
511
Glen Eagle Advisors
New Jersey
$1.51K +$14 +1 +1%
CFO
512
CVA Family Office
Colorado
$1.48K +$14 +1 +1%
DPW
513
DiNuzzo Private Wealth
Pennsylvania
$1.04K +$331 +23 +47%
WCM
514
Winthrop Capital Management
Indiana
$1K – – –
CAL
515
Capital Advisors Ltd
Ohio
$1K +$1K +40 New
WFA
516
West Financial Advisors
Iowa
$948 +$14 +1 +2%
BIA
517
Bell Investment Advisors
California
$835 – – –
NS
518
NBC Securities
Alabama
$772 -$772K -52,984 -100%
BBHC
519
Brown Brothers Harriman & Co
New York
$762 -$3.01K -209 -80%
MCM
520
Mainstream Capital Management
California
$733 +$733 +51 New
PWA
521
Principia Wealth Advisory
Texas
$705 +$705 +49 New
PWMG
522
Prestige Wealth Management Group
New Jersey
$691 – – –
AMH
523
Apollo Management Holdings
New York
$633 – – –
MCM
524
MV Capital Management
Maryland
$533 -$58 -4 -10%
CPG
525
Cornerstone Planning Group
New Jersey
$479 +$479 +32 New
19 20
21
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