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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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55 hedge funds and large institutions have $886K invested in BP Prudhoe Bay Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

22% more funds holding

Funds holding: 45 → 55 (+10)

2.74% more ownership

Funds ownership: 4.92% → 7.66% (+2.7%)

21% less capital invested

Capital invested by funds: $1.13M → $886K (-$239K)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

77% less call options, than puts

Call options by funds: $8K | Put options by funds: $35K

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
6
Reduced
11
Closed
7
Calls
$8K
Puts
$35K
Net Calls
-$27K
Net Calls Change
-$46K

Top Buyers

Rank Fund Capital Flow
1
ATPW
Ashton Thomas Private Wealth
Arizona
+$433K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$61.5K
3
Citadel Advisors
Citadel Advisors
Florida
+$46.9K
4
Morgan Stanley
Morgan Stanley
New York
+$40.5K
5
VF
Virtu Financial
New York
+$31.7K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$46.8K
2
JP Morgan Chase
JP Morgan Chase
New York
-$27.5K
3
TYCC
Texas Yale Capital Corp
Florida
-$27.3K
4
Two Sigma Investments
Two Sigma Investments
New York
-$19.5K
5
Group One Trading
Group One Trading
Illinois
-$13K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$3.08K – – –
MCM
27
MAI Capital Management
Ohio
$1.26K +$2.34K +2,320 New
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$607 +$1.01K +999 +999%
Wells Fargo
29
Wells Fargo
California
$559 -$5.1K -5,056 -83%
US Bancorp
30
US Bancorp
Minnesota
$490 -$1.81K -1,800 -67%
NA
31
NewEdge Advisors
Louisiana
$486 – – –
CWM
32
Cranbrook Wealth Management
Michigan
$368 – – –
DP
33
Denver PWM
Colorado
$301 +$572 +567 New
CWC
34
Carolinas Wealth Consulting
North Carolina
$237 -$570 -565 -57%
AF
35
Allworth Financial
California
$197 +$28 +28 +8%
MG
36
Mather Group
Illinois
$163 – – –
FWM
37
FLP Wealth Management
Arkansas
$163 +$303 +300 New
PA
38
PSI Advisors
Florida
$109 – – –
SPIA
39
Steward Partners Investment Advisory
New York
$78 – – –
SS
40
Sunbelt Securities
Texas
$73 – – –
Jones Financial Companies
41
Jones Financial Companies
Missouri
$67 -$1.01K -1,004 -89%
ATC
42
Adirondack Trust Company
New York
$54 – – –
TCOV
43
Trust Company of Vermont
Vermont
$54 – – –
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54 +$101 +100 New
GC
45
Gould Capital
Washington
$37 – – –
Barclays
46
Barclays
United Kingdom
$36 – – –
BF
47
BOK Financial
Oklahoma
$35 – – –
CAM
48
Creekmur Asset Management
Illinois
$28 – – –
S
49
SignatureFD
Georgia
$25 +$47 +47 New
CAS
50
Coppell Advisory Solutions
Texas
$20 – – –
1
2
3

BPT Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q4 2024, worth a combined $886K — down 21% from $1.13M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BPT positions and 7 closed out — a net gain of 11 holders — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $433K. The largest seller was UBS Group, cutting an estimated $46.8K.

  • 55 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q4 2024, up from 45 in Q3 2024.
  • Funds reported $886K of BP Prudhoe Bay Royalty Trust stock for Q4 2024, down 21% quarter-over-quarter.
  • 18 funds opened new BP Prudhoe Bay Royalty Trust positions in Q4 2024 and 7 closed out, a net change of +11 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q4 2024 was Ashton Thomas Private Wealth, an estimated $433K added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q4 2024 was UBS Group, an estimated $46.8K sold.

Based on aggregated 13F filings for Q4 2024.