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ProPetro Holding

175 hedge funds and large institutions have $399M invested in ProPetro Holding in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more capital invested

Capital invested by funds: $200M → $399M (+$199M)

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

17% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 54

5% more funds holding

Funds holding: 166175 (+9)

0.84% more ownership

Funds ownership: 76.02%76.86% (+0.84%)

46% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $11.3M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
63
Reduced
54
Closed
23
Calls
$6.03M
Puts
$11.3M
Net Calls
-$5.23M
Net Calls Change
-$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Aperio Group
California
$229K -$68.4K -14,843 -25%
ETC
102
Exchange Traded Concepts
Oklahoma
$226K +$203K +44,044 New
CGH
103
Crossmark Global Holdings
Texas
$218K +$26.2K +5,680 +15%
COPPSERS
104
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$213K +$92 +20 +0%
GC
105
Guggenheim Capital
Illinois
$213K +$35.7K +7,749 +23%
MIM
106
MetLife Investment Management
New Jersey
$187K
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$167K
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$160K -$33.8K -7,340 -19%
MSA
109
Mason Street Advisors
Wisconsin
$159K +$10.3K +2,233 +8%
SACTSONJ
110
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$154K -$92.2K -20,000 -40%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$139K -$147K -31,813 -54%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$134K -$12.3K -2,679 -9%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$125K +$32.2K +6,987 +34%
Squarepoint
114
Squarepoint
New York
$124K -$14.1K -3,054 -11%
PA
115
Profund Advisors
Maryland
$122K +$48.4K +10,496 +79%
IB
116
Intrust Bank
Kansas
$118K -$65.1K -14,134 -38%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$118K +$44.6K +9,671 +73%
9WM
118
9258 Wealth Management
Ohio
$116K -$10.1K -2,201 -9%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$116K
LSERS
120
Louisiana State Employees Retirement System
Louisiana
$115K -$1.84K -400 -2%
BFM
121
Boothbay Fund Management
New York
$115K +$37.6K +8,165 +58%
SRAM
122
Stone Ridge Asset Management
New York
$115K +$103K +22,400 New
Public Employees Retirement Association of Colorado
123
Public Employees Retirement Association of Colorado
Colorado
$113K
RJA
124
Raymond James & Associates
Florida
$111K -$33.3K -7,229 -25%
CANY
125
Caxton Associates (New York)
New York
$111K +$99.3K +21,539 New

PUMP Hedge Fund Activity: Q2 2020 in Review

175 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ProPetro Holding (PUMP) for Q2 2020, worth a combined $399M — up 99% from $200M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PUMP positions and 23 closed out — a net gain of 11 holders — while 63 added to existing stakes and 54 trimmed.

The largest buyer was Citigroup, adding an estimated $24M. The largest seller was Deep Basin Capital, exiting entirely with an estimated $12.1M sold.

  • 175 institutional investors held ProPetro Holding (PUMP) as of Q2 2020, up from 166 in Q1 2020.
  • Funds reported $399M of ProPetro Holding stock for Q2 2020, up 99% quarter-over-quarter.
  • 34 funds opened new ProPetro Holding positions in Q2 2020 and 23 closed out, a net change of +11 holders.
  • The largest ProPetro Holding buyer in Q2 2020 was Citigroup, an estimated $24M added.
  • The largest ProPetro Holding seller in Q2 2020 was Deep Basin Capital, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2020.