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Permian Resources

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: 917 (+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: 264329 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
Riverstone Holdings
New York
$772M
BlackRock
2
BlackRock
New York
$444M +$174M +13,860,744 +77%
Vanguard Group
3
Vanguard Group
Pennsylvania
$397M +$52.2M +4,148,519 +17%
N
4
Nuveen
North Carolina
$268M +$21.3M +1,689,987 +10%
State Street
5
State Street
Massachusetts
$204M +$33M +2,626,076 +22%
AllianceBernstein
6
AllianceBernstein
Tennessee
$188M +$29.3M +2,332,978 +21%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$128M -$18.3M -1,454,329 -14%
Macquarie Group
8
Macquarie Group
Australia
$126M +$16.2M +1,286,748 +17%
Goldman Sachs
9
Goldman Sachs
New York
$120M +$63.2M +5,024,978 +140%
WP
10
Woodline Partners
California
$120M +$27.5M +2,186,963 +34%
RRAM
11
River Road Asset Management
Kentucky
$107M -$12M -955,476 -11%
FCM
12
Frontier Capital Management
Massachusetts
$105M +$11.9M +944,260 +14%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$93.5M +$10.9M +870,496 +15%
ACG
14
Aventail Capital Group
New York
$85M +$22.6M +1,798,159 +42%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$80M +$11.8M +934,132 +19%
Invesco
16
Invesco
Georgia
$78.6M +$7.17M +570,032 +11%
Jennison Associates
17
Jennison Associates
New York
$76.6M +$69M +5,489,179 New
Victory Capital Management
18
Victory Capital Management
Texas
$69.4M -$26.6M -2,110,884 -30%
POEH
19
Post Oak Energy Holdings
Texas
$68.4M -$13 -1 -0%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$66.3M +$21.9M +1,740,854 +58%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$63.5M +$49.4M +3,925,716 +627%
Renaissance Technologies
22
Renaissance Technologies
New York
$61.5M +$21.8M +1,735,300 +65%
PDIP
23
Palo Duro Investment Partners
Illinois
$55.3M +$49.8M +3,962,428 New
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$54.7M +$49.3M +3,921,499 New
RIM
25
Ranger Investment Management
Texas
$52.1M -$1.73M -137,792 -4%

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.