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BPT

BP Prudhoe Bay Royalty Trust

Delisted

BPT was delisted on the 30th of June, 2025.

69 hedge funds and large institutions have $20M invested in BP Prudhoe Bay Royalty Trust in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

0.2% less ownership

Funds ownership: 4.93%4.73% (-0.2%)

13% less funds holding

Funds holding: 7969 (-10)

21% less capital invested

Capital invested by funds: $25.2M → $20M (-$5.23M)

38% less call options, than puts

Call options by funds: $8.2M | Put options by funds: $13.3M

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
69
Holders Change
-10
Holders Change %
-12.66%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
15
Reduced
15
Closed
20
Calls
$8.2M
Puts
$13.3M
Net Calls
-$5.05M
Net Calls Change
-$401K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$103K -$16K -644 -11%
DADC
27
D.A. Davidson & Co
Montana
$71K +$23K +925 +35%
CG
28
Cutler Group
California
$50K -$103K -4,148 -62%
IA
29
IFP Advisors
Florida
$50K +$7.22K +290 +13%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$50K +$49.8K +2,000 +404%
GT
31
Glenmede Trust
Pennsylvania
$43K
AIM
32
Advantage Investment Management
Iowa
$43K +$45.3K +1,821 +607%
Toronto Dominion Bank
33
Toronto Dominion Bank
Ontario, Canada
$40K
AA
34
AlphaMark Advisors
Kentucky
$33K +$37.4K +1,500 +1,000%
SFG
35
Sage Financial Group
Pennsylvania
$22K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$21K +$7.35K +295 +39%
WB
37
Webster Bank
Connecticut
$17K +$21K +844 New
Citigroup
38
Citigroup
New York
$15K -$249 -10 -1%
CWM
39
Cranbrook Wealth Management
Michigan
$14K
TCOV
40
Trust Company of Vermont
Vermont
$14K
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K
KPCM
42
Kings Point Capital Management
New York
$12K
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$10K -$80.7K -3,240 -86%
SIM
44
Sonora Investment Management
Arizona
$8.04K +$9.96K +400 New
CAL
45
Capital Advisors Ltd
Ohio
$7K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$7K
Deutsche Bank
47
Deutsche Bank
Germany
$6K -$14.9K -600 -67%
AWMS
48
Advocacy Wealth Management Services
Georgia
$6K
KF
49
Krilogy Financial
Missouri
$6K
PSUF
50
People's United Financial
Connecticut
$5K

BPT Hedge Fund Activity: Q1 2017 in Review

69 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q1 2017, worth a combined $20M — down 21% from $25.2M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BPT and 12 opened new positions — a net loss of 8 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Barclays, adding an estimated $4.44M. The largest seller was Vertex One Asset Management, exiting entirely with an estimated $2.65M sold.

  • 69 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q1 2017, down from 79 in Q4 2016.
  • Funds reported $20M of BP Prudhoe Bay Royalty Trust stock for Q1 2017, down 21% quarter-over-quarter.
  • 12 funds opened new BP Prudhoe Bay Royalty Trust positions in Q1 2017 and 20 closed out, a net change of -8 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q1 2017 was Barclays, an estimated $4.44M added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q1 2017 was Vertex One Asset Management, an estimated $2.65M sold.

Based on aggregated 13F filings for Q1 2017.