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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

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

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
NC
201
NinePointTwo Capital
California
$186K – – –
CA
202
Cetera Advisors
Colorado
$181K -$275K -26,905 -61%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$180K +$175K +17,168 New
TC
204
Truvestments Capital
Florida
$172K +$69.3K +6,790 +71%
TIM
205
Triad Investment Management
California
$171K – – –
HT
206
HighTower Trust
Texas
$161K – – –
SI
207
Stephens Inc
Arkansas
$158K – – –
F1I
208
Fund 1 Investments
Puerto Rico
$158K +$153K +15,000 New
Franklin Resources
209
Franklin Resources
California
$155K +$151K +14,757 New
TSS
210
Two Sigma Securities
New York
$148K +$144K +14,095 New
AWM
211
Apollon Wealth Management
South Carolina
$144K +$140K +13,758 New
SAM
212
Sawgrass Asset Management
Florida
$143K +$139K +13,632 New
RIL
213
Rothschild Investment LLC
Illinois
$143K – – –
X
214
Xponance
Pennsylvania
$140K +$14.8K +1,453 +12%
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$137K +$2.02K +198 +2%
WPW
216
Warther Private Wealth
Ohio
$129K – – –
PL
217
Plancorp LLC
Missouri
$127K +$807 +79 +0.7%
QCM
218
Qsemble Capital Management
New York
$126K +$123K +12,000 New
NA
219
Navellier & Associates
Nevada
$125K +$121K +11,869 New
SC
220
Shay Capital
New York
$121K +$117K +11,500 New
BFM
221
Boothbay Fund Management
New York
$116K +$113K +11,036 New
CG
222
CFO4Life Group
Texas
$113K -$13.9K -1,360 -11%
FFM
223
Forum Financial Management
Illinois
$109K – – –
BSW
224
Buckingham Strategic Wealth
Missouri
$94K – – –
ASN
225
Advisory Services Network
Georgia
$77.9K +$22.6K +2,216 +43%
7 8
9
10 11

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.