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VNR

Vanguard Natural Resources, LLC
VNR

Delisted

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

126 hedge funds and large institutions have $133M invested in Vanguard Natural Resources, LLC in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

17% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 36

2% more funds holding

Funds holding: 123126 (+3)

26% less capital invested

Capital invested by funds: $180M → $133M (-$47.5M)

44% less call options, than puts

Call options by funds: $7.78M | Put options by funds: $13.8M

Holders
126
Holders Change
+3
Holders Change %
+2.44%
% of All Funds
3.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
42
Reduced
36
Closed
19
Calls
$7.78M
Puts
$13.8M
Net Calls
-$6M
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1
NXG Investment Management
Texas
$16.4M -$10.2M -653,105 -36%
Morgan Stanley
2
Morgan Stanley
New York
$15.5M +$642K +41,291 +4%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$8.85M +$5.35M +343,822 +119%
First Trust Advisors
4
First Trust Advisors
Illinois
$7.64M +$8.5M +546,409 New
UBS Group
5
UBS Group
Switzerland
$5.75M -$74.7K -4,804 -1%
GC
6
Guggenheim Capital
Illinois
$4.95M +$815K +52,368 +17%
Wells Fargo
7
Wells Fargo
California
$4.73M -$312K -20,045 -6%
Rafferty Asset Management
8
Rafferty Asset Management
New York
$4.66M +$5.18M +333,180 New
TFMS
9
Trust & Fiduciary Management Services
Massachusetts
$4.31M -$7.25K -466 -0.2%
TYCC
10
Texas Yale Capital Corp
Florida
$3.58M +$2.91M +187,250 +271%
Barclays
11
Barclays
United Kingdom
$3.25M +$742K +47,702 +24%
Goldman Sachs
12
Goldman Sachs
New York
$3.04M +$782K +50,299 +30%
CC
13
Cannell & Co
New York
$2.75M -$276K -17,750 -8%
CS
14
Credit Suisse
Switzerland
$2.69M +$2.07M +132,990 +223%
Citigroup
15
Citigroup
New York
$2.65M +$2.74M +176,133 +1,314%
AHC
16
Adell Harriman & Carpenter
Texas
$2.61M +$21.8K +1,403 +0.8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.47M -$559K -35,924 -17%
Deutsche Bank
18
Deutsche Bank
Germany
$2.18M +$1.09M +69,810 +81%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$2.02M
GHAM
20
Gilman Hill Asset Management
Connecticut
$1.98M +$109K +6,980 +5%
Bank of America
21
Bank of America
North Carolina
$1.95M +$25.4K +1,632 +1%
RJA
22
Raymond James & Associates
Florida
$1.46M +$128K +8,208 +9%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.36M -$2.64M -169,603 -64%
AIA
24
Arrow Investment Advisors
Maryland
$1.19M +$1.33M +85,383 New
Stifel Financial
25
Stifel Financial
Missouri
$1.16M +$219K +14,081 +20%

VNR Hedge Fund Activity: Q1 2015 in Review

126 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Natural Resources, LLC (VNR) for Q1 2015, worth a combined $133M — down 26% from $180M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VNR positions and 19 closed out — a net gain of 4 holders — while 42 added to existing stakes and 36 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $8.5M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $25.9M sold.

  • 126 institutional investors held Vanguard Natural Resources, LLC (VNR) as of Q1 2015, up from 123 in Q4 2014.
  • Funds reported $133M of Vanguard Natural Resources, LLC stock for Q1 2015, down 26% quarter-over-quarter.
  • 23 funds opened new Vanguard Natural Resources, LLC positions in Q1 2015 and 19 closed out, a net change of +4 holders.
  • The largest Vanguard Natural Resources, LLC buyer in Q1 2015 was First Trust Advisors, an estimated $8.5M added.
  • The largest Vanguard Natural Resources, LLC seller in Q1 2015 was JP Morgan Chase, an estimated $25.9M sold.

Based on aggregated 13F filings for Q1 2015.