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Permian Resources

401 hedge funds and large institutions have $7.29B invested in Permian Resources in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 185 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $130M | Put options by funds: $43.3M

192% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 39

128% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 81

38% more capital invested

Capital invested by funds: $5.29B → $7.29B (+$2B)

22% more funds holding

Funds holding: 329401 (+72)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

9.94% less ownership

Funds ownership: 115.13%105.19% (-9.9%)

Holders
401
Holders Change
+72
Holders Change %
+21.88%
% of All Funds
5.85%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
114
Increased
185
Reduced
81
Closed
39
Calls
$130M
Puts
$43.3M
Net Calls
+$86.9M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
Riverstone Holdings
New York
$678M -$74.5M -5,444,869 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$657M +$272M +19,847,358 +70%
BlackRock
3
BlackRock
New York
$656M +$225M +16,442,760 +52%
EECFX
4
EnCap Energy Capital Fund XI
Texas
$354M +$356M +26,006,121 New
POEH
5
Post Oak Energy Holdings
Texas
$286M +$221M +16,147,789 +329%
State Street
6
State Street
Massachusetts
$261M +$63M +4,599,400 +32%
N
7
Nuveen
North Carolina
$255M -$6.36M -464,478 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$189M +$177M +12,944,416 +1,390%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$179M +$88.5M +6,464,093 +97%
Macquarie Group
10
Macquarie Group
Australia
$166M +$43.4M +3,167,178 +35%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$146M +$21.1M +1,544,525 +17%
WP
12
Woodline Partners
California
$138M +$21.4M +1,564,508 +18%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$118M +$40.5M +2,958,278 +52%
Morgan Stanley
14
Morgan Stanley
New York
$116M +$80.1M +5,848,800 +220%
OGM
15
OnyxPoint Global Management
New York
$114M +$115M +8,394,032 New
AllianceBernstein
16
AllianceBernstein
Tennessee
$105M -$78.4M -5,728,674 -43%
RRAM
17
River Road Asset Management
Kentucky
$103M -$647K -47,226 -0.6%
FCM
18
Frontier Capital Management
Massachusetts
$90.8M -$11.1M -808,310 -11%
American Century Companies
19
American Century Companies
Missouri
$85M +$66.3M +4,843,287 +344%
T. Rowe Price Investment Management
20
T. Rowe Price Investment Management
Maryland
$82.6M +$54.2M +3,960,055 +187%
ACG
21
Aventail Capital Group
New York
$81.4M -$1.38M -101,000 -2%
Northern Trust
22
Northern Trust
Illinois
$76.3M +$26.5M +1,939,074 +53%
Goldman Sachs
23
Goldman Sachs
New York
$73.9M -$43.5M -3,178,719 -37%
Invesco
24
Invesco
Georgia
$72.3M -$4.24M -309,448 -5%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$66.3M +$1.66M +121,448 +3%

PR Hedge Fund Activity: Q4 2023 in Review

401 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Permian Resources (PR) for Q4 2023, worth a combined $7.29B — up 38% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PR positions and 39 closed out — a net gain of 75 holders — while 185 added to existing stakes and 81 trimmed.

The largest buyer was EnCap Energy Capital Fund XI, opening a new position worth an estimated $356M. The largest seller was AllianceBernstein, cutting an estimated $78.4M.

  • 401 institutional investors held Permian Resources (PR) as of Q4 2023, up from 329 in Q3 2023.
  • Funds reported $7.29B of Permian Resources stock for Q4 2023, up 38% quarter-over-quarter.
  • 114 funds opened new Permian Resources positions in Q4 2023 and 39 closed out, a net change of +75 holders.
  • The largest Permian Resources buyer in Q4 2023 was EnCap Energy Capital Fund XI, an estimated $356M added.
  • The largest Permian Resources seller in Q4 2023 was AllianceBernstein, an estimated $78.4M sold.

Based on aggregated 13F filings for Q4 2023.