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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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50 hedge funds and large institutions have $2.06M invested in BP Prudhoe Bay Royalty Trust in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

22% more funds holding

Funds holding: 41 → 50 (+9)

0.6% less ownership

Funds ownership: 3.05% → 2.45% (-0.6%)

24% less capital invested

Capital invested by funds: $2.69M → $2.06M (-$636K)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

65% less call options, than puts

Call options by funds: $248K | Put options by funds: $714K

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
8
Reduced
12
Closed
5
Calls
$248K
Puts
$714K
Net Calls
-$466K
Net Calls Change
-$191K

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$48.9K
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$47.9K
3
Wells Fargo
Wells Fargo
California
+$45.1K
4
WG
Welch Group
Alabama
+$43.5K
5
Simplex Trading
Simplex Trading
Illinois
+$38.8K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$262K
2
Citadel Advisors
Citadel Advisors
Florida
-$167K
3
Bank of America
Bank of America
North Carolina
-$135K
4
IWP
Icon Wealth Partners
Texas
-$79.8K
5
SFI
Susquehanna Fundamental Investments
Pennsylvania
-$55K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$5K +$3.99K +1,000 +333%
CWC
27
Carolinas Wealth Consulting
North Carolina
$4K – – –
CFB
28
Cullen/Frost Bankers
Texas
$4K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$4K +$3.39K +849 +242%
UB
30
UMB Bank
Missouri
$4K +$3.99K +1,000 New
CWM
31
Cranbrook Wealth Management
Michigan
$3K – – –
Barclays
32
Barclays
United Kingdom
$2K -$13.5K -3,386 -88%
SCA
33
Stonebridge Capital Advisors
Minnesota
$2K -$1.59K -400 -44%
SWM
34
Selective Wealth Management
Virginia
$2K – – –
CFRPA
35
Castle Financial & Retirement Planning Associates
New Jersey
$2K +$905 +227 New
AF
36
Allworth Financial
California
$1K – – –
FMII
37
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
FCMT
38
Founders Capital Management (Texas)
Texas
$1K – – –
HCP
39
Hexagon Capital Partners
Arkansas
$1K – – –
PA
40
PSI Advisors
Florida
$1K – – –
SC
41
Schubert & Co
Texas
$1K +$730 +183 New
TCOV
42
Trust Company of Vermont
Vermont
$1K +$798 +200 New
TC
43
TAP Consulting
Missouri
$1K +$969 +243 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$1K +$997 +250 New
AIC
45
Archer Investment Corporation
Indiana
$479 – – –
Citadel Advisors
46
Citadel Advisors
Florida
– -$167K -41,767 Closed
SFI
47
Susquehanna Fundamental Investments
Pennsylvania
– -$55K -13,400 Closed
CI
48
CX Institutional
Indiana
– -$16K -4,000 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
– +$4 +1 New
GC
50
Gould Capital
Washington
– +$279 +70 New
1
2
3

BPT Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q4 2021, worth a combined $2.06M — down 24% from $2.69M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BPT positions and 5 closed out — a net gain of 9 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $48.9K. The largest seller was Susquehanna International Group, cutting an estimated $262K.

  • 50 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q4 2021, up from 41 in Q3 2021.
  • Funds reported $2.06M of BP Prudhoe Bay Royalty Trust stock for Q4 2021, down 24% quarter-over-quarter.
  • 14 funds opened new BP Prudhoe Bay Royalty Trust positions in Q4 2021 and 5 closed out, a net change of +9 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q4 2021 was NewEdge Advisors, an estimated $48.9K added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q4 2021 was Susquehanna International Group, an estimated $262K sold.

Based on aggregated 13F filings for Q4 2021.