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VNR

Vanguard Natural Resources, LLC
VNR

Delisted

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

127 hedge funds and large institutions have $88.4M invested in Vanguard Natural Resources, LLC in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

3% more funds holding

Funds holding: 123127 (+4)

7% more call options, than puts

Call options by funds: $4.03M | Put options by funds: $3.78M

4% more capital invested

Capital invested by funds: $85.2M → $88.4M (+$3.14M)

Holders
127
Holders Change
+4
Holders Change %
+3.25%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
32
Increased
45
Reduced
31
Closed
27
Calls
$4.03M
Puts
$3.78M
Net Calls
+$250K
Net Calls Change
-$6.23M
Name Holding Trade Value Shares
Change
Change in
Stake
GFWEV
1
G.F.W. Energy VIII
Texas
$21.2M +$43.4M +7,114,820 New
LRM
2
Lime Rock Management
Connecticut
$14.1M +$28.9M +4,725,599 New
GFWEV
3
G.F.W. Energy VII
Texas
$7.13M +$14.6M +2,391,621 New
JP Morgan Chase
4
JP Morgan Chase
New York
$6.63M +$4.8M +785,346 +55%
First Trust Advisors
5
First Trust Advisors
Illinois
$6.08M +$7.85M +1,284,926 +171%
Morgan Stanley
6
Morgan Stanley
New York
$3.99M +$3.11M +509,824 +62%
UBS Group
7
UBS Group
Switzerland
$2.73M +$3.17M +518,806 +131%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$2.37M +$4.31M +705,345 +798%
PCM
9
Penserra Capital Management
California
$2.08M +$4.25M +696,658 New
Invesco
10
Invesco
Georgia
$1.55M +$3.17M +518,978 New
Bank of America
11
Bank of America
North Carolina
$1.42M +$1.12M +183,883 +63%
RA
12
Rovida Advisors
Florida
$1.32M -$61.1K -10,000 -2%
Wells Fargo
13
Wells Fargo
California
$908K +$95.3K +15,601 +5%
Citigroup
14
Citigroup
New York
$824K +$1.05M +172,676 +167%
NIM
15
NXG Investment Management
Texas
$788K -$7.16M -1,172,807 -82%
GC
16
Guggenheim Capital
Illinois
$768K -$367K -60,103 -19%
TYCC
17
Texas Yale Capital Corp
Florida
$723K -$436K -71,400 -23%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$704K +$647K +105,911 +81%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$703K -$1.51M -246,986 -51%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$576K +$576K +94,298 +95%
Goldman Sachs
21
Goldman Sachs
New York
$571K -$606K -99,274 -34%
CS
22
Credit Suisse
Switzerland
$518K -$277K -45,288 -21%
RJA
23
Raymond James & Associates
Florida
$517K +$283K +46,273 +36%
LPL Financial
24
LPL Financial
California
$509K +$959K +157,106 +1,009%
COPPSERS
25
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$501K +$780K +127,769 +317%

VNR Hedge Fund Activity: Q4 2015 in Review

127 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Natural Resources, LLC (VNR) for Q4 2015, worth a combined $88.4M — up 3.7% from $85.2M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VNR positions and 27 closed out — a net gain of 5 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was G.F.W. Energy VIII, opening a new position worth an estimated $43.4M. The largest seller was NXG Investment Management, cutting an estimated $7.16M.

  • 127 institutional investors held Vanguard Natural Resources, LLC (VNR) as of Q4 2015, up from 123 in Q3 2015.
  • Funds reported $88.4M of Vanguard Natural Resources, LLC stock for Q4 2015, up 3.7% quarter-over-quarter.
  • 32 funds opened new Vanguard Natural Resources, LLC positions in Q4 2015 and 27 closed out, a net change of +5 holders.
  • The largest Vanguard Natural Resources, LLC buyer in Q4 2015 was G.F.W. Energy VIII, an estimated $43.4M added.
  • The largest Vanguard Natural Resources, LLC seller in Q4 2015 was NXG Investment Management, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2015.