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BPT

BP Prudhoe Bay Royalty Trust

Delisted

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

45 hedge funds and large institutions have $1.13M invested in BP Prudhoe Bay Royalty Trust in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $62K | Put options by funds: $43K

1.89% less ownership

Funds ownership: 6.81%4.92% (-1.9%)

17% less funds holding

Funds holding: 5445 (-9)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

69% less capital invested

Capital invested by funds: $3.6M → $1.13M (-$2.48M)

Holders
45
Holders Change
-9
Holders Change %
-16.67%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
8
Closed
14
Calls
$62K
Puts
$43K
Net Calls
+$19K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
26
Carolinas Wealth Consulting
North Carolina
$1.08K
NA
27
NewEdge Advisors
Louisiana
$965
CWM
28
Cranbrook Wealth Management
Michigan
$731
PCMC
29
Planning Capital Management Corporation
Pennsylvania
$729 +$1.19K +694 New
AF
30
Allworth Financial
California
$384
MG
31
Mather Group
Illinois
$324
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$216
PA
33
PSI Advisors
Florida
$216
SPIA
34
Steward Partners Investment Advisory
New York
$156
SS
35
Sunbelt Securities
Texas
$140 +$222 +130 New
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$108
TCOV
37
Trust Company of Vermont
Vermont
$108
ATC
38
Adirondack Trust Company
New York
$107
BF
39
BOK Financial
Oklahoma
$77 +$109 +64 New
GC
40
Gould Capital
Washington
$74
Barclays
41
Barclays
United Kingdom
$72
CAM
42
Creekmur Asset Management
Illinois
$56
CAS
43
Coppell Advisory Solutions
Texas
$41
DFA
44
DHJJ Financial Advisors
Illinois
$27
CIA
45
Cape Investment Advisory
Georgia
$17
OC
46
Oppenheimer & Co
New York
-$407K -164,910 Closed
FCH
47
Freestone Capital Holdings
Washington
-$206K -82,902 Closed
VF
48
Virtu Financial
New York
-$99K -40,205 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$89.3K -36,156 Closed
RCI
50
RS Crum Inc
California
-$49.6K -20,001 Closed

BPT Hedge Fund Activity: Q3 2024 in Review

45 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q3 2024, worth a combined $1.13M — down 69% from $3.6M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BPT and 6 opened new positions — a net loss of 8 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Simplex Trading, opening a new position worth an estimated $24.4K. The largest seller was Oppenheimer & Co, exiting entirely with an estimated $407K sold.

  • 45 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q3 2024, down from 54 in Q2 2024.
  • Funds reported $1.13M of BP Prudhoe Bay Royalty Trust stock for Q3 2024, down 69% quarter-over-quarter.
  • 6 funds opened new BP Prudhoe Bay Royalty Trust positions in Q3 2024 and 14 closed out, a net change of -8 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q3 2024 was Simplex Trading, an estimated $24.4K added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q3 2024 was Oppenheimer & Co, an estimated $407K sold.

Based on aggregated 13F filings for Q3 2024.