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VNR

Vanguard Natural Resources, LLC
VNR

Delisted

VNR was delisted on the 10th of February, 2017.

121 hedge funds and large institutions have $283M invested in Vanguard Natural Resources, LLC in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

4% more funds holding

Funds holding: 116121 (+5)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

7% more call options, than puts

Call options by funds: $18M | Put options by funds: $16.9M

3% more capital invested

Capital invested by funds: $276M → $283M (+$6.94M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
3.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
38
Reduced
35
Closed
9
Calls
$18M
Puts
$16.9M
Net Calls
+$1.11M
Net Calls Change
+$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$48.4M -$799K -29,137 -2%
Morgan Stanley
2
Morgan Stanley
New York
$28.3M +$194K +7,067 +0.7%
NIM
3
NXG Investment Management
Texas
$22.1M +$2.66M +97,068 +14%
Wells Fargo
4
Wells Fargo
California
$17.9M -$1.08M -39,285 -6%
U
5
UBS
Switzerland
$13.1M -$165K -6,006 -1%
Goldman Sachs
6
Goldman Sachs
New York
$12.7M +$302K +11,027 +2%
IMS
7
Index Management Solutions
Pennsylvania
$11.2M +$10.9M +398,499 New
KFC
8
Klingenstein Fields & Co
New York
$10.6M -$6.41M -233,673 -38%
TCA
9
Tortoise Capital Advisors
Kansas
$9.22M +$1.08M +39,400 +14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.98M +$519K +18,932 +6%
AAM
11
Advisors Asset Management
Colorado
$8.76M -$706K -25,751 -8%
TT
12
Tiedemann Trust
Delaware
$6.02M +$570K +20,805 +11%
TYCC
13
Texas Yale Capital Corp
Florida
$5.91M +$1.22M +44,565 +27%
TFMS
14
Trust & Fiduciary Management Services
Massachusetts
$5.29M -$452K -16,490 -8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.79M +$745K +27,180 +25%
AHC
16
Adell Harriman & Carpenter
Texas
$3.71M +$16.3K +595 +0.5%
Bank of America
17
Bank of America
North Carolina
$3.45M -$47K -1,713 -1%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$3.32M +$789K +28,800 +32%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.25M -$936K -34,134 -23%
MPM
20
Meritage Portfolio Management
Kansas
$3.04M +$75.6K +2,759 +3%
AC
21
Avenir Corporation
Virginia
$2.96M -$238K -8,700 -8%
RJA
22
Raymond James & Associates
Florida
$2.89M -$1.82M -66,524 -39%
SIC
23
Salem Investment Counselors
North Carolina
$2.82M -$41.1K -1,500 -1%
Northern Trust
24
Northern Trust
Illinois
$2.71M -$540K -19,716 -17%
GHAM
25
Gilman Hill Asset Management
Connecticut
$2.57M +$142K +5,185 +6%

VNR Hedge Fund Activity: Q3 2013 in Review

121 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Natural Resources, LLC (VNR) for Q3 2013, worth a combined $283M — up 2.5% from $276M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VNR positions and 9 closed out — a net gain of 5 holders — while 38 added to existing stakes and 35 trimmed.

The largest buyer was NXG Investment Management, adding an estimated $2.66M. The largest seller was Klingenstein Fields & Co, cutting an estimated $6.41M.

  • 121 institutional investors held Vanguard Natural Resources, LLC (VNR) as of Q3 2013, up from 116 in Q2 2013.
  • Funds reported $283M of Vanguard Natural Resources, LLC stock for Q3 2013, up 2.5% quarter-over-quarter.
  • 14 funds opened new Vanguard Natural Resources, LLC positions in Q3 2013 and 9 closed out, a net change of +5 holders.
  • The largest Vanguard Natural Resources, LLC buyer in Q3 2013 was NXG Investment Management, an estimated $2.66M added.
  • The largest Vanguard Natural Resources, LLC seller in Q3 2013 was Klingenstein Fields & Co, an estimated $6.41M sold.

Based on aggregated 13F filings for Q3 2013.