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PR

Permian Resources
PR

194 hedge funds and large institutions have $854M invested in Permian Resources in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 38 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 15

20% more funds holding

Funds holding: 161 → 194 (+33)

4.17% more ownership

Funds ownership: 46.11% → 50.28% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $862M → $854M (-$8.22M)

49% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 74

54% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $36.3M

Holders
194
Holders Change
+33
Holders Change %
+20.5%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
38
Reduced
74
Closed
15
Calls
$16.8M
Puts
$36.3M
Net Calls
-$19.5M
Net Calls Change
-$9.23M

Top Buyers

Rank Fund Capital Flow
1
RRAM
River Road Asset Management
Kentucky
+$38.6M
2
First Trust Advisors
First Trust Advisors
Illinois
+$18.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$15.4M
4
Morgan Stanley
Morgan Stanley
New York
+$10.9M
5
Millennium Management
Millennium Management
New York
+$8.97M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$23.2M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$12.5M
3
Two Sigma Investments
Two Sigma Investments
New York
-$11.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$10.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$6K -$341 -50 -5%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.42K +796 New
CSB
178
City State Bank
Iowa
$5K +$5.45K +800 New
MAM
179
Meeder Asset Management
Ohio
$4K -$39.7K -5,829 -90%
IA
180
IFP Advisors
Florida
$4K – – –
DI
181
Disciplined Investments
Oklahoma
$3K – – –
CCMW
182
Cypress Capital Management (Wyoming)
Wyoming
$2K -$3.03K -445 -59%
FHA
183
First Horizon Advisors
Tennessee
$2K – – –
MHR
184
Matthew Hamilton Rosenberg
$2K – – –
EC
185
Elequin Capital
New York
$2K +$2.13K +312 New
S
186
SignatureFD
Georgia
$2K +$2.43K +357 New
EARNEST Partners
187
EARNEST Partners
Georgia
$1K – – –
GWM
188
Geneos Wealth Management
Colorado
$1K – – –
Fidelity Investments
189
Fidelity Investments
Massachusetts
$1K +$845 +124 +12,400%
Manulife (Manufacturers Life Insurance)
190
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$568 -$4.77K -700 -0.7%
Connor, Clark & Lunn Investment Management (CC&L)
191
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$7.06M -1,053,322 Closed
JF
192
Jump Financial
Illinois
– -$2.15M -320,800 Closed
AIM
193
Aigen Investment Management
New York
– -$1.01M -151,432 Closed
Wellington Management Group
194
Wellington Management Group
Massachusetts
– -$695K -103,765 Closed
Capital Fund Management (CFM)
195
Capital Fund Management (CFM)
France
– -$292K -43,596 Closed
TI
196
Trexquant Investment
Connecticut
– -$218K -32,585 Closed
Belvedere Trading
197
Belvedere Trading
Illinois
– -$109K -16,120 Closed
OSAM
198
O'Shaughnessy Asset Management
Connecticut
– -$104K -15,558 Closed
YIH
199
Y-Intercept (HK)
Hong Kong
– -$90K -13,401 Closed
KAS
200
Kestra Advisory Services
Texas
– -$77K -11,567 Closed
5 6 7
8
9

PR Hedge Fund Activity: Q4 2021 in Review

194 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Permian Resources (PR) for Q4 2021, worth a combined $854M — down 0.95% from $862M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PR positions and 15 closed out — a net gain of 34 holders — while 38 added to existing stakes and 74 trimmed.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $38.6M. The largest seller was State Street, cutting an estimated $23.2M.

  • 194 institutional investors held Permian Resources (PR) as of Q4 2021, up from 161 in Q3 2021.
  • Funds reported $854M of Permian Resources stock for Q4 2021, down 0.95% quarter-over-quarter.
  • 49 funds opened new Permian Resources positions in Q4 2021 and 15 closed out, a net change of +34 holders.
  • The largest Permian Resources buyer in Q4 2021 was River Road Asset Management, an estimated $38.6M added.
  • The largest Permian Resources seller in Q4 2021 was State Street, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2021.