Viper Energy
VNOM
71 hedge funds and large institutions have $715M invested in Viper Energy in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
145% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $4.37M
25% more funds holding
Funds holding: 57 → 71 (+14)
24% more capital invested
Capital invested by funds: $576M → $715M (+$139M)
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.21% less ownership
Funds ownership: 27.13% → 26.91% (-0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.1M |
| 2 |
JP Morgan Chase
New York
|
+$16M |
| 3 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
+$6.97M |
| 4 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
+$5.99M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$23.6M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$12.8M |
| 3 |
CGI
CI Global Investments
Oakland,
California
|
-$10.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$10M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$7.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Creative Planning
Overland Park,
Kansas
| – | -$245K | -13,155 | Closed |
|
|
ZIM
77
Zacks Investment Management
Chicago,
Illinois
| – | -$215K | -11,545 | Closed |
|
|
PCM
78
Penserra Capital Management
Orinda,
California
| – | -$106K | -5,691 | Closed |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| – | -$19K | -1,000 | Closed |
|
|
PA
80
Parallel Advisors
San Francisco,
California
| – | -$20K | -1,000 | Closed |
|
VNOM Hedge Fund Activity: Q4 2017 in Review
71 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Viper Energy (VNOM) for Q4 2017, worth a combined $715M — up 24% from $576M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new VNOM positions and 7 closed out — a net gain of 16 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $16.1M. The largest seller was Wellington Management Group, cutting an estimated $23.6M.
- 71 institutional investors held Viper Energy (VNOM) as of Q4 2017, up from 57 in Q3 2017.
- Funds reported $715M of Viper Energy stock for Q4 2017, up 24% quarter-over-quarter.
- 23 funds opened new Viper Energy positions in Q4 2017 and 7 closed out, a net change of +16 holders.
- The largest Viper Energy buyer in Q4 2017 was Fidelity Investments, an estimated $16.1M added.
- The largest Viper Energy seller in Q4 2017 was Wellington Management Group, an estimated $23.6M sold.
Based on aggregated 13F filings for Q4 2017.