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ProPetro Holding

211 hedge funds and large institutions have $998M invested in ProPetro Holding in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $795M → $998M (+$203M)

0.04% more ownership

Funds ownership: 88.36%88.4% (+0.04%)

3% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 80

8% less funds holding

Funds holding: 230211 (-19)

24% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 42

70% less call options, than puts

Call options by funds: $473K | Put options by funds: $1.58M

Holders
211
Holders Change
-19
Holders Change %
-8.26%
% of All Funds
4.16%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.1%
New
32
Increased
78
Reduced
80
Closed
42
Calls
$473K
Puts
$1.58M
Net Calls
-$1.11M
Net Calls Change
-$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
26
Anchor Bolt Capital
Illinois
$9.02M +$2.6M +291,402 +57%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$8.88M +$1.44M +161,054 +26%
Bank of America
28
Bank of America
North Carolina
$8.86M -$3.63M -406,348 -34%
Principal Financial Group
29
Principal Financial Group
Iowa
$8.1M +$31.7K +3,543 +0.5%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$8.01M +$2.83M +316,610 +80%
Norges Bank
31
Norges Bank
Norway
$7.46M
Invesco
32
Invesco
Georgia
$5.74M +$1.19M +133,087 +35%
Charles Schwab
33
Charles Schwab
California
$5.55M +$83.1K +9,294 +2%
Wells Fargo
34
Wells Fargo
California
$5.31M -$857K -95,871 -17%
Morgan Stanley
35
Morgan Stanley
New York
$5.08M +$1.29M +144,101 +47%
Prudential Financial
36
Prudential Financial
New Jersey
$5.04M +$1.95M +218,646 +95%
AGC
37
Alden Global Capital
Florida
$4.63M +$3.68M +411,500 New
GIM
38
Granahan Investment Management
Massachusetts
$4.52M -$281K -31,485 -7%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$4.44M +$3.6M +402,662 New
JGC
40
J. Goldman & Co
New York
$4.35M +$3.46M +386,781 New
WG
41
Winton Group
United Kingdom
$4.33M +$3.3M +369,132 +2,362%
BCM
42
Bridgeway Capital Management
Texas
$4.3M -$476K -53,290 -12%
WRF
43
Waddell & Reed Financial
Kansas
$4.21M -$1.21M -134,982 -27%
Squarepoint
44
Squarepoint
New York
$4.2M +$2.91M +325,097 +680%
Jennison Associates
45
Jennison Associates
New York
$4.12M -$20.2K -2,263 -0.6%
AQR Capital Management
46
AQR Capital Management
Connecticut
$3.76M -$1.08M -121,030 -27%
MOACM
47
Mutual of America Capital Management
New York
$3.58M +$597K +66,746 +27%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$3.33M -$1.56M -174,966 -37%
Goldman Sachs
49
Goldman Sachs
New York
$3.28M -$2.87M -321,216 -52%
Ensign Peak Advisors
50
Ensign Peak Advisors
Utah
$3.28M +$2.61M +291,589 New

PUMP Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ProPetro Holding (PUMP) for Q4 2019, worth a combined $998M — up 25% from $795M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of PUMP and 32 opened new positions — a net loss of 10 holders — while 80 trimmed existing stakes and 78 added.

The largest buyer was Deep Basin Capital, adding an estimated $18.7M. The largest seller was Wellington Management Group, exiting entirely with an estimated $33.3M sold.

  • 211 institutional investors held ProPetro Holding (PUMP) as of Q4 2019, down from 230 in Q3 2019.
  • Funds reported $998M of ProPetro Holding stock for Q4 2019, up 25% quarter-over-quarter.
  • 32 funds opened new ProPetro Holding positions in Q4 2019 and 42 closed out, a net change of -10 holders.
  • The largest ProPetro Holding buyer in Q4 2019 was Deep Basin Capital, an estimated $18.7M added.
  • The largest ProPetro Holding seller in Q4 2019 was Wellington Management Group, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2019.