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Riley Exploration Permian

86 hedge funds and large institutions have $328M invested in Riley Exploration Permian in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 21

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 8486 (+2)

1.79% more ownership

Funds ownership: 57.21%59% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

11% less capital invested

Capital invested by funds: $367M → $328M (-$38.7M)

38% less call options, than puts

Call options by funds: $223K | Put options by funds: $362K

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
42
Reduced
21
Closed
7
Calls
$223K
Puts
$362K
Net Calls
-$139K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
BEP
1
Bluescape Energy Partners
Texas
$142M
YEPX
2
Yorktown Energy Partners XI
New York
$48.6M
YEPV
3
Yorktown Energy Partners VIII
New York
$29.3M
BlackRock
4
BlackRock
New York
$14M +$1.4M +49,703 +11%
JHCP
5
Jackson Hole Capital Partners
Oklahoma
$12.3M +$1.88M +66,621 +17%
YEPX
6
Yorktown Energy Partners X
New York
$10.6M
Vanguard Group
7
Vanguard Group
Pennsylvania
$10.6M +$2.27M +80,379 +26%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$6.22M +$1.75M +61,848 +37%
RA
9
Royce & Associates
New York
$4.53M +$141K +4,982 +3%
State Street
10
State Street
Massachusetts
$4.43M +$182K +6,438 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.8M +$256K +9,051 +7%
PWA
12
PCG Wealth Advisors
Kansas
$3.21M +$104K +3,680 +3%
KCM
13
Kennedy Capital Management
Missouri
$2.88M -$30.5K -1,080 -1%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$2.71M +$2.81M +99,632 New
Northern Trust
15
Northern Trust
Illinois
$2.23M +$29.3K +1,037 +1%
American Century Companies
16
American Century Companies
Missouri
$2.17M +$602K +21,337 +37%
Morgan Stanley
17
Morgan Stanley
New York
$1.92M +$1.49M +52,625 +294%
BCM
18
Beck Capital Management
Texas
$1.51M -$481K -17,034 -23%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.47M +$875K +30,989 +135%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$1.45M +$67.8K +2,403 +5%
Ameriprise
21
Ameriprise
Minnesota
$1.45M -$115K -4,075 -7%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$1.44M -$220K -7,802 -13%
Charles Schwab
23
Charles Schwab
California
$1.19M +$11.4K +405 +0.9%
CS
24
Credit Suisse
Switzerland
$1.03M +$76.2K +2,700 +8%
AG
25
Algert Global
California
$1M +$155K +5,486 +17%

REPX Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Riley Exploration Permian (REPX) for Q4 2023, worth a combined $328M — down 11% from $367M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new REPX positions and 7 closed out — a net gain of 2 holders — while 42 added to existing stakes and 21 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $2.81M. The largest seller was Beck Capital Management, cutting an estimated $481K.

  • 86 institutional investors held Riley Exploration Permian (REPX) as of Q4 2023, up from 84 in Q3 2023.
  • Funds reported $328M of Riley Exploration Permian stock for Q4 2023, down 11% quarter-over-quarter.
  • 9 funds opened new Riley Exploration Permian positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest Riley Exploration Permian buyer in Q4 2023 was First Eagle Investment Management, an estimated $2.81M added.
  • The largest Riley Exploration Permian seller in Q4 2023 was Beck Capital Management, an estimated $481K sold.

Based on aggregated 13F filings for Q4 2023.