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VNR

Vanguard Natural Resources, LLC
VNR

Delisted

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

142 hedge funds and large institutions have $321M invested in Vanguard Natural Resources, LLC in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

3% less funds holding

Funds holding: 146142 (-4)

11% less capital invested

Capital invested by funds: $359M → $321M (-$38.4M)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

64% less call options, than puts

Call options by funds: $8.28M | Put options by funds: $22.9M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
4.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
50
Reduced
36
Closed
20
Calls
$8.28M
Puts
$22.9M
Net Calls
-$14.6M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$43.7M -$360K -11,936 -0.7%
NIM
2
NXG Investment Management
Texas
$42.6M +$12.4M +411,900 +36%
Morgan Stanley
3
Morgan Stanley
New York
$25.3M -$1.55M -51,448 -5%
U
4
UBS
Switzerland
$15.5M +$95.7K +3,169 +0.6%
Wells Fargo
5
Wells Fargo
California
$15.2M +$1.06M +35,112 +7%
IMS
6
Index Management Solutions
Pennsylvania
$14.8M +$1.34M +44,327 +9%
DPIM
7
Duff & Phelps Investment Management
Illinois
$9.2M +$10.1M +335,000 New
TYCC
8
Texas Yale Capital Corp
Florida
$9.11M +$358K +11,850 +4%
TFMS
9
Trust & Fiduciary Management Services
Massachusetts
$8.72M +$1.34M +44,506 +16%
TT
10
Tiedemann Trust
Delaware
$8.24M +$238K +7,883 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$8.24M -$4.53K -150 -0%
CC
12
Cannell & Co
New York
$7.48M -$3.17M -105,142 -28%
GC
13
Guggenheim Capital
Illinois
$6.65M +$2.95M +97,763 +68%
TCA
14
Tortoise Capital Advisors
Kansas
$5.82M -$3.87M -128,200 -38%
AAM
15
Advisors Asset Management
Colorado
$5.51M +$303K +10,025 +5%
Barclays
16
Barclays
United Kingdom
$5.46M +$3.25M +107,755 +114%
AHC
17
Adell Harriman & Carpenter
Texas
$5.18M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.01M +$54.8K +1,815 +1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.99M +$2.93M +96,985 +201%
SAM
20
Securian Asset Management
Minnesota
$3.98M +$432K +14,300 +11%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.9M -$451K -14,934 -10%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$3.5M -$90.6K -3,000 -2%
Goldman Sachs
23
Goldman Sachs
New York
$3.35M +$2.27M +75,152 +160%
Bank of America
24
Bank of America
North Carolina
$3.24M +$184K +6,084 +5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.04M +$152K +5,033 +5%

VNR Hedge Fund Activity: Q3 2014 in Review

142 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Natural Resources, LLC (VNR) for Q3 2014, worth a combined $321M — down 11% from $359M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of VNR and 16 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 50 added.

The largest buyer was NXG Investment Management, adding an estimated $12.4M. The largest seller was Deutsche Bank, cutting an estimated $6.61M.

  • 142 institutional investors held Vanguard Natural Resources, LLC (VNR) as of Q3 2014, down from 146 in Q2 2014.
  • Funds reported $321M of Vanguard Natural Resources, LLC stock for Q3 2014, down 11% quarter-over-quarter.
  • 16 funds opened new Vanguard Natural Resources, LLC positions in Q3 2014 and 20 closed out, a net change of -4 holders.
  • The largest Vanguard Natural Resources, LLC buyer in Q3 2014 was NXG Investment Management, an estimated $12.4M added.
  • The largest Vanguard Natural Resources, LLC seller in Q3 2014 was Deutsche Bank, an estimated $6.61M sold.

Based on aggregated 13F filings for Q3 2014.