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VNR

Vanguard Natural Resources, LLC
VNR

Delisted

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

103 hedge funds and large institutions have $5.35M invested in Vanguard Natural Resources, LLC in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 110103 (-7)

28% less call options, than puts

Call options by funds: $250K | Put options by funds: $347K

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

64% less capital invested

Capital invested by funds: $14.9M → $5.35M (-$9.52M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
22
Reduced
34
Closed
13
Calls
$250K
Puts
$347K
Net Calls
-$97K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$788K +$1.25M +872,031 +290,677%
AIA
2
Arrow Investment Advisors
Maryland
$549K +$240K +167,608 +38%
Morgan Stanley
3
Morgan Stanley
New York
$428K -$22.2K -15,479 -3%
TAM
4
Tocqueville Asset Management
New York
$340K -$34.6K -24,160 -6%
UBS Group
5
UBS Group
Switzerland
$213K -$118K -82,305 -26%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$191K -$22.5K -15,714 -7%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$183K -$19.9K -13,900 -6%
VKH
8
Virtu KCG Holdings
New York
$175K +$278K +193,679 New
COPPSERS
9
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$162K
Creative Planning
10
Creative Planning
Kansas
$118K -$4.6K -3,208 -2%
WS
11
Wedbush Securities
California
$116K -$21.6K -15,029 -11%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$106K -$1.45K -1,011 -0.9%
RJA
13
Raymond James & Associates
Florida
$105K +$2.22K +1,551 +1%
Bank of America
14
Bank of America
North Carolina
$104K -$12.2K -8,478 -7%
IA
15
IFP Advisors
Florida
$93K -$50.6K -35,295 -26%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$80K -$1.61K -1,122 -1%
Barclays
17
Barclays
United Kingdom
$78K -$32.6K -22,711 -21%
Wells Fargo
18
Wells Fargo
California
$78K -$25.2K -17,601 -17%
Stifel Financial
19
Stifel Financial
Missouri
$73K -$13.1K -9,167 -9%
Group One Trading
20
Group One Trading
Illinois
$71K -$115K -80,418 -51%
AIM
21
Acrospire Investment Management
Illinois
$66K +$35.4K +24,663 +51%
AL
22
Airain Ltd
Guernsey
$62K -$38.7K -26,968 -28%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$56K +$68.6K +47,823 +341%
GHAM
24
Gilman Hill Asset Management
Connecticut
$53K -$15.2K -10,600 -15%
GC
25
Guggenheim Capital
Illinois
$51K -$80.1K -55,865 -50%

VNR Hedge Fund Activity: Q3 2016 in Review

103 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Natural Resources, LLC (VNR) for Q3 2016, worth a combined $5.35M — down 64% from $14.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of VNR and 9 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 22 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.25M. The largest seller was Lime Rock Management, exiting entirely with an estimated $6.66M sold.

  • 103 institutional investors held Vanguard Natural Resources, LLC (VNR) as of Q3 2016, down from 110 in Q2 2016.
  • Funds reported $5.35M of Vanguard Natural Resources, LLC stock for Q3 2016, down 64% quarter-over-quarter.
  • 9 funds opened new Vanguard Natural Resources, LLC positions in Q3 2016 and 13 closed out, a net change of -4 holders.
  • The largest Vanguard Natural Resources, LLC buyer in Q3 2016 was JP Morgan Chase, an estimated $1.25M added.
  • The largest Vanguard Natural Resources, LLC seller in Q3 2016 was Lime Rock Management, an estimated $6.66M sold.

Based on aggregated 13F filings for Q3 2016.