BPT

BP Prudhoe Bay Royalty Trust

Delisted

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

54 hedge funds and large institutions have $3.37M invested in BP Prudhoe Bay Royalty Trust in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
8
Reduced
12
Closed
6
Calls
$380K
Puts
$1.26M
Net Calls
-$881K
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
$8.93K
US Bancorp
27
US Bancorp
Minnesota
$8.4K
NA
28
NewEdge Advisors
Louisiana
$6.17K
FGAM
29
Financial Gravity Asset Management
Texas
$5.62K +$5.62K +2,283 New
CWC
30
Carolinas Wealth Consulting
North Carolina
$2.47K
UB
31
UMB Bank
Missouri
$2.47K
CWM
32
Cranbrook Wealth Management
Michigan
$1.67K
VNA
33
Valley National Advisers
Pennsylvania
$1K
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$1K +$1K +405 New
AF
35
Allworth Financial
California
$898
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$543 +$49 +20 +10%
PA
37
PSI Advisors
Florida
$494
TCOV
38
Trust Company of Vermont
Vermont
$494
SPIA
39
Steward Partners Investment Advisory
New York
$356
AIC
40
Archer Investment Corporation
Indiana
$301
OCM
41
Osterweis Capital Management
California
$296
SA
42
Scarborough Advisors
Maryland
$271 +$271 +110 New
PWMG
43
Prestige Wealth Management Group
New Jersey
$246 +$246 +100 New
ATC
44
Adirondack Trust Company
New York
$218
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$205
GC
46
Gould Capital
Washington
$172
TRCT
47
Tower Research Capital (TRC)
New York
$148 +$148 +60 New
CAM
48
Creekmur Asset Management
Illinois
$130 +$130 +53 New
CAS
49
Coppell Advisory Solutions
Texas
$89 -$101 -41 -53%
DFA
50
DHJJ Financial Advisors
Illinois
$62