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Pioneer NAT RES Co

CUSIP: 723787AP2 | 129 institutional holders

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
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Institutional Holders — Q1 2024

Calamos Advisors LLC83,087,000
1.1% of portfolio›$237.8M
Victory Capital Management Inc40,845,000
0.1% of portfolio›$116.9M
Mackay Shields LLC36,290,000
2.9% of portfolio›$103.9M
Lazard Asset Management LLC27,402,000
0.0% of portfolio›$78.5K
Advent Capital Management25,839,000
1.9% of portfolio›$74.6M
UBS Asset Management Americas LLC17,100,000
0.0% of portfolio›$48.9M
State Street Corp10,470,000
0.0% of portfolio›$30.0M
FMR LLC8,378,000
0.0% of portfolio›$24.0M
SSI Investment Management LLC8,121,000
1.8% of portfolio›$23.2M
Voya Investment Management LLC7,300,000
0.0% of portfolio›$20.9M
Thrivent Financial for Lutherans6,884,000
0.0% of portfolio›$19.7K
Credit Suisse AG/6,500,000
0.0% of portfolio›$14.3M
CQS (US), LLC5,200,000
3.8% of portfolio›$14.8M
Lord, Abbett & Co. LLC4,677,000
0.0% of portfolio›$13.4K
Piper Sandler & Co.4,422,000
8.5% of portfolio›$12.4M
BlackRock Inc.3,649,000
0.0% of portfolio›$10.4M
Elequin Capital, LP3,332,000
1.8% of portfolio›$9.2M
Conning Inc.3,015,000
0.3% of portfolio›$8.6M
Nicholas Investment Partners, LP2,655,000
0.8% of portfolio›$7.6M
Warberg Asset Management LLC2,460,000
1.0% of portfolio›$7.0M
JPMorgan Chase & Co2,375,000
0.0% of portfolio›$6.8M
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,250,000
0.0% of portfolio›$6.4M
Wells Fargo & Company2,232,000
0.0% of portfolio›$6.4M
AGF Management LTD825,000
0.0% of portfolio›$2.4M
First Hawaiian Bank421,000
0.0% of portfolio›$1.2M
Groupama Asset Managment350,000
0.0% of portfolio›$927.8K
Bank of Montreal350,000
0.0% of portfolio›$1.0M
Palisade Capital Management, LP338,000
0.0% of portfolio›$967.3K
Shenkman Capital Management Inc324,000
0.1% of portfolio›$928.4K
Jane Street Group, LLC307,000
0.0% of portfolio›$875.7K
SEI Investments Co262,000
0.0% of portfolio›$749.5K
Wellington Management Group LLP250,000
0.0% of portfolio›$715.4K
Citigroup Inc215,000
0.0% of portfolio›$615.2K
American Century Companies Inc198,000
0.0% of portfolio›$567.1K
Central Pacific Bank - Trust Division180,000
0.1% of portfolio›$517.8K
Calamos Wealth Management LLC132,000
0.0% of portfolio›$377.8K
Liberty Mutual Group Asset Management Inc.125,000
0.1% of portfolio›$357.6K
Oppenheimer Asset Management Inc.80,000
0.0% of portfolio›$228.8K
Stephens Inc71,000
0.0% of portfolio›$203.1K
Jefferies Financial Group Inc.45,000
0.0% of portfolio›$127.7K
Barclays PLC39,000
0.0% of portfolio›$111.6K
Balboa Wealth Partners27,000
0.0% of portfolio›$77.3K
Virtus Investment Advisers, LLC24,000
0.0% of portfolio›$68.7K
Northside Capital Management, LLC20,000
0.0% of portfolio›$57.2K
Goldstein Advisors, LLC17,000
0.0% of portfolio›$48.6K
Royal Bank of Canada17,000
0.0% of portfolio›$49.0K
Colonial Trust Advisors17,000
0.0% of portfolio›$48.6K
Fox Hill Wealth Management14,000
0.0% of portfolio›$40.1K
Northwestern Mutual Wealth Management Co13,000
0.0% of portfolio›$37.2K
US Bancorp \de\13,000
0.0% of portfolio›$37.2K
Stonegate Investment Group, LLC12,000
0.0% of portfolio›$34.3K
UBS Group AG11,000
0.0% of portfolio›$31.5K
Iron Horse Wealth Management, LLC11,000
0.0% of portfolio›$31.5K
Lanark Financial, Inc.11,000
0.0% of portfolio›$31
Bluefin Capital Management, LLC10,000
0.4% of portfolio›$2.9M
Prudent Investors Network, Inc.10,000
0.0% of portfolio›$28.6K
SG Americas Securities, LLC4,160
0.0% of portfolio›$1.2K
Fifth Third Bancorp3,000
0.0% of portfolio›$858.2K
Comerica Bank2,000
0.0% of portfolio›$5.7K
Morgan Stanley2,000
0.0% of portfolio›$5.7K
TD Private Client Wealth LLC2,000
0.0% of portfolio›$5.7K
Laffer Tengler Investments, Inc.1,894
1.4% of portfolio›$5.4M
Allianz Asset Management GmbH1,000
0.0% of portfolio›$2.9K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Calamos Advisors LLC
83,087,000$237.8M1.1%GrowthMediumNaperville, IL2024-05-08
Victory Capital Management Inc
40,845,000$116.9M0.1%CoreMediumSan Antonio, TX2024-05-03
Mackay Shields LLC
36,290,000$103.9M2.9%Deep ValueLowNew York, NY2024-05-03
Lazard Asset Management LLC
27,402,000$78.5K0.0%CoreMediumNew York, NY2024-07-09
Advent Capital Management
25,839,000$74.6M1.9%GrowthMediumNew York, NY2024-05-14
UBS Asset Management Americas LLC
17,100,000$48.9M0.0%GrowthLowNew York, NY2024-05-15
State Street Corp
10,470,000$30.0M0.0%IndexVery LowBoston, MA2024-05-15
FMR LLC
8,378,000$24.0M0.0%GrowthMediumBoston, MA2026-11-05
SSI Investment Management LLC
8,121,000$23.2M1.8%Agg GrowthMediumLos Angeles, CA2024-05-14
Voya Investment Management LLC
7,300,000$20.9M0.0%GrowthMediumAtlanta, GA2025-02-07
Thrivent Financial for Lutherans
6,884,000$19.7K0.0%GARPMediumMinneapolis, MN2024-05-14
Credit Suisse AG/
6,500,000$14.3M0.0%N/AN/AZurich, Switzerland2024-05-10
CQS (US), LLC
5,200,000$14.8M3.8%N/AVery LowNew York, NY2024-05-08
Lord, Abbett & Co. LLC
4,677,000$13.4K0.0%MomentumMediumJersey City, NJ2024-10-07
Piper Sandler & Co.
4,422,000$12.4M8.5%GARPVery HighMinneapolis, MN2024-05-13
BlackRock Inc.
3,649,000$10.4M0.0%N/AN/ANew York, NY2024-05-10
Elequin Capital, LP
3,332,000$9.2M1.8%GrowthVery HighNew York, NY2025-03-11
Conning Inc.
3,015,000$8.6M0.3%CoreMediumHartford, CT2024-04-26
Nicholas Investment Partners, LP
2,655,000$7.6M0.8%MomentumHighRancho Santa Fe, CA2024-05-14
Warberg Asset Management LLC
2,460,000$7.0M1.0%YieldHighWinnetka, IL2024-05-06
JPMorgan Chase & Co
2,375,000$6.8M0.0%GrowthMediumNew York, NY2024-12-26
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
2,250,000$6.4M0.0%GrowthMediumFrankfurt Am Main, Hong Kong2026-05-04
Wells Fargo & Company
2,232,000$6.4M0.0%CoreLowSan Francisco, CA2024-05-10
AGF Management LTD
825,000$2.4M0.0%GrowthHighToronto, Australia2024-05-13
First Hawaiian Bank
421,000$1.2M0.0%ETFVery LowHonolulu, HI2024-04-05
Groupama Asset Managment
350,000$927.8K0.0%GrowthMediumParis, India2024-05-14
Bank of Montreal
350,000$1.0M0.0%CoreLowToronto, Australia2024-05-13
Palisade Capital Management, LP
338,000$967.3K0.0%CoreLowFort Lee, NJ2024-05-15
Shenkman Capital Management Inc
324,000$928.4K0.1%ETFMediumNew York, NY2024-05-09
Jane Street Group, LLC
307,000$875.7K0.0%CoreVery HighNew York, NY2024-05-16
SEI Investments Co
262,000$749.5K0.0%GARPLowOaks, PA2024-05-07
Wellington Management Group LLP
250,000$715.4K0.0%CoreMediumBoston, MA2024-05-15
Citigroup Inc
215,000$615.2K0.0%CoreMediumNew York, NY2024-05-10
American Century Companies Inc
198,000$567.1K0.0%GARPMediumKansas City, MO2024-05-14
Central Pacific Bank - Trust Division
180,000$517.8K0.1%CoreMediumHonolulu, HI2024-05-02
Calamos Wealth Management LLC
132,000$377.8K0.0%GrowthMediumNaperville, IL2024-05-08
Liberty Mutual Group Asset Management Inc.
125,000$357.6K0.1%ETFHighBoston, MA2025-02-14
Oppenheimer Asset Management Inc.
80,000$228.8K0.0%CoreMediumNew York, NY2024-05-07
Stephens Inc
71,000$203.1K0.0%CoreLowLittle Rock, AR2024-05-15
Jefferies Financial Group Inc.
45,000$127.7K0.0%CoreVery HighNew York, NY2024-05-13
Barclays PLC
39,000$111.6K0.0%CoreMediumLondon, United Kingdom2026-03-24
Balboa Wealth Partners
27,000$77.3K0.0%Agg GrowthMediumScottsdale, AZ2024-05-13
Virtus Investment Advisers, LLC
24,000$68.7K0.0%CoreHighHartford, CT2024-05-16
Northside Capital Management, LLC
20,000$57.2K0.0%GARPLowHood River, OR2024-04-04
Goldstein Advisors, LLC
17,000$48.6K0.0%ETFMediumMadison, WI2024-05-13
Royal Bank of Canada
17,000$49.0K0.0%CoreLowToronto, Australia2024-11-05
Colonial Trust Advisors
17,000$48.6K0.0%CoreVery LowSpartanburg, SC2024-05-14
Fox Hill Wealth Management
14,000$40.1K0.0%MomentumMediumDedham, MA2024-04-17
Northwestern Mutual Wealth Management Co
13,000$37.2K0.0%IndexVery LowMilwaukee, WI2024-05-15
US Bancorp \de\
13,000$37.2K0.0%IndexLowMinneapolis, MN2024-05-08
Stonegate Investment Group, LLC
12,000$34.3K0.0%GrowthVery LowBirmingham, AL2024-04-22
UBS Group AG
11,000$31.5K0.0%CoreMediumZurich, Switzerland2024-05-13
Iron Horse Wealth Management, LLC
11,000$31.5K0.0%GrowthVery LowJohston, IA2024-04-17
Lanark Financial, Inc.
11,000$310.0%CoreMediumBirmingham, AL2024-04-05
Bluefin Capital Management, LLC
10,000$2.9M0.4%GrowthHighNew York, NY2024-05-20
Prudent Investors Network, Inc.
10,000$28.6K0.0%ETFMediumLake Forest, CA2024-05-16
SG Americas Securities, LLC
4,160$1.2K0.0%GrowthHighNew York, NY2024-05-06
Fifth Third Bancorp
3,000$858.2K0.0%IndexVery LowCincinnati, OH2024-04-23
Comerica Bank
2,000$5.7K0.0%GrowthVery LowDetroit, MI2024-05-16
Morgan Stanley
2,000$5.7K0.0%CoreLowNew York, NY2024-10-17
TD Private Client Wealth LLC
2,000$5.7K0.0%ETFLowNew York, NY2024-08-16
Laffer Tengler Investments, Inc.
1,894$5.4M1.4%GrowthMediumScottsdale, AZ2024-05-15
Allianz Asset Management GmbH
1,000$2.9K0.0%CoreMediumMunich, Hong Kong2024-05-14
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-05-01