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VNR

Vanguard Natural Resources, LLC
VNR

Delisted

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

89 hedge funds and large institutions have $3.18M invested in Vanguard Natural Resources, LLC in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less call options, than puts

Call options by funds: $242K | Put options by funds: $261K

14% less funds holding

Funds holding: 10389 (-14)

40% less capital invested

Capital invested by funds: $5.35M → $3.18M (-$2.17M)

55% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 38

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

Holders
89
Holders Change
-14
Holders Change %
-13.59%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
38
Closed
21
Calls
$242K
Puts
$261K
Net Calls
-$19K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$669K +$86.9K +120,179 +14%
RJA
2
Raymond James & Associates
Florida
$280K +$217K +299,819 +258%
Morgan Stanley
3
Morgan Stanley
New York
$256K -$67.8K -93,821 -20%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$130K -$7.16K -9,900 -5%
TAM
5
Tocqueville Asset Management
New York
$126K -$136K -188,500 -50%
UBS Group
6
UBS Group
Switzerland
$121K -$40.8K -56,443 -24%
Citadel Advisors
7
Citadel Advisors
Florida
$98K +$87.4K +120,869 +506%
AL
8
Airain Ltd
Guernsey
$96K +$53.6K +74,145 +108%
Creative Planning
9
Creative Planning
Kansas
$86K -$2.39K -3,310 -3%
WS
10
Wedbush Securities
California
$84K -$2.84K -3,926 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$82K -$64.6K -89,333 -42%
Group One Trading
12
Group One Trading
Illinois
$82K +$31.7K +43,787 +56%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$80K +$1.27K +1,755 +1%
LPL Financial
14
LPL Financial
California
$64K -$770 -1,065 -1%
VKH
15
Virtu KCG Holdings
New York
$57K -$78.4K -108,417 -56%
IA
16
IFP Advisors
Florida
$51K -$18.8K -26,060 -25%
Wells Fargo
17
Wells Fargo
California
$50K -$9.38K -12,980 -15%
Bank of America
18
Bank of America
North Carolina
$45K -$34.3K -47,423 -41%
Stifel Financial
19
Stifel Financial
Missouri
$45K -$7.59K -10,501 -12%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$40K -$2.08K -2,877 -5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$37K +$1.03K +1,424 +3%
AA
22
AQR Arbitrage
Connecticut
$36K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$35K -$26K -35,908 -41%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$29K -$3.84K -5,312 -11%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$28K -$7.89K -10,910 -21%

VNR Hedge Fund Activity: Q4 2016 in Review

89 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Natural Resources, LLC (VNR) for Q4 2016, worth a combined $3.18M — down 40% from $5.35M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of VNR and 9 opened new positions — a net loss of 12 holders — while 38 trimmed existing stakes and 17 added.

The largest buyer was Raymond James & Associates, adding an estimated $217K. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $549K sold.

  • 89 institutional investors held Vanguard Natural Resources, LLC (VNR) as of Q4 2016, down from 103 in Q3 2016.
  • Funds reported $3.18M of Vanguard Natural Resources, LLC stock for Q4 2016, down 40% quarter-over-quarter.
  • 9 funds opened new Vanguard Natural Resources, LLC positions in Q4 2016 and 21 closed out, a net change of -12 holders.
  • The largest Vanguard Natural Resources, LLC buyer in Q4 2016 was Raymond James & Associates, an estimated $217K added.
  • The largest Vanguard Natural Resources, LLC seller in Q4 2016 was Arrow Investment Advisors, an estimated $549K sold.

Based on aggregated 13F filings for Q4 2016.