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BPT

BP Prudhoe Bay Royalty Trust
BPT

Delisted

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

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53 hedge funds and large institutions have $7.13M invested in BP Prudhoe Bay Royalty Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $1.16M

0.77% more ownership

Funds ownership: 4.08% → 4.85% (+0.77%)

11% less capital invested

Capital invested by funds: $8M → $7.13M (-$864K)

15% less funds holding

Funds holding: 62 → 53 (-9)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
53
Holders Change
-9
Holders Change %
-14.52%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
13
Closed
17
Calls
$2.3M
Puts
$1.16M
Net Calls
+$1.14M
Net Calls Change
+$714K

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$805K
2
Two Sigma Investments
Two Sigma Investments
New York
+$556K
3
Morgan Stanley
Morgan Stanley
New York
+$486K
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$480K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$202K

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$846K
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$125K
3
SFI
Susquehanna Fundamental Investments
Pennsylvania
-$120K
4
QIM
Quantitative Investment Management
Virginia
-$94K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.05K – – –
JPLA
27
Joseph P. Lucia & Associates
New York
$7K -$4.78K -645 -39%
CFB
28
Cullen/Frost Bankers
Texas
$6K – – –
SCA
29
Stonebridge Capital Advisors
Minnesota
$6K – – –
CWM
30
Cranbrook Wealth Management
Michigan
$5K – – –
THWM
31
Taylor Hoffman Wealth Management
Virginia
$4K – – –
GI
32
Gradient Investments
Minnesota
$3K -$2.51K -338 -46%
CT
33
Caldwell Trust
Florida
$2.28K +$2.46K +332 New
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$2K – – –
WFMPM
35
Woodley Farra Manion Portfolio Management
Indiana
$2K +$2.22K +300 New
VCP
36
Verus Capital Partners
Arizona
$2K +$2.23K +301 New
ATC
37
Adirondack Trust Company
New York
$1K – – –
AF
38
Allworth Financial
California
$1K – – –
EWM
39
Edge Wealth Management
New York
$1K – – –
EFSCE
40
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
FCMT
41
Founders Capital Management (Texas)
Texas
$1K – – –
HI
42
Hudock Inc
Pennsylvania
$1K – – –
RIA
43
Realta Investment Advisors
Delaware
$1K – – –
TCOV
44
Trust Company of Vermont
Vermont
$1K – – –
PA
45
PSI Advisors
Florida
$1K +$1.48K +200 New
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
– -$846K -92,110 Closed
RJFSA
47
Raymond James Financial Services Advisors
Florida
– -$125K -13,640 Closed
SFI
48
Susquehanna Fundamental Investments
Pennsylvania
– -$120K -13,100 Closed
QIM
49
Quantitative Investment Management
Virginia
– -$94K -10,310 Closed
Walleye Capital
50
Walleye Capital
New York
– -$50K -5,493 Closed
1
2
3

BPT Hedge Fund Activity: Q4 2019 in Review

53 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q4 2019, worth a combined $7.13M — down 11% from $8M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BPT and 9 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 9 added.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $805K. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $846K sold.

  • 53 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q4 2019, down from 62 in Q3 2019.
  • Funds reported $7.13M of BP Prudhoe Bay Royalty Trust stock for Q4 2019, down 11% quarter-over-quarter.
  • 9 funds opened new BP Prudhoe Bay Royalty Trust positions in Q4 2019 and 17 closed out, a net change of -8 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q4 2019 was Neuberger Berman Group, an estimated $805K added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q4 2019 was Arrowstreet Capital, an estimated $846K sold.

Based on aggregated 13F filings for Q4 2019.