BPT

BP Prudhoe Bay Royalty Trust
BPT

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $199M invested in BP Prudhoe Bay Royalty Trust in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
4.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
45
Reduced
37
Closed
14
Calls
$6.11M
Puts
$8.67M
Net Calls
-$2.56M
Net Calls Change
-$5.02M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$17M
2
PWM
2
Perigon Wealth Management
California
$3.98M
3
GIM
3
Groesbeck Investment Management
New Jersey
$3.11M
4
TFMS
4
Trust & Fiduciary Management Services
Massachusetts
$9.3M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.43M

Top Sellers

1
SFSIG
1
San Francisco Sentry Investment Group
California
$2K
2
US Bancorp
2
US Bancorp
Minnesota
$1.5M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$2.21M
4
U
4
UBS
Switzerland
$3.46M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
USGIU
51
U.S. Global Investors (USGI)
Texas
$572K +$474K +4,812 +481%
FMW
52
Farr Miller & Washington
District of Columbia
$554K +$554K +5,600 New
KeyBank National Association
53
KeyBank National Association
Ohio
$544K -$74.2K -750 -12%
CNB
54
City National Bank
California
$543K +$295K +2,980 +119%
CAM
55
CG Asset Management
New York
$533K +$29.7K +300 +6%
BIT
56
BlackRock Institutional Trust
California
$532K -$262K -2,648 -33%
Bessemer Group
57
Bessemer Group
New Jersey
$528K – – –
ACP
58
Aviance Capital Partners
Florida
$513K +$14.8K +150 +3%
GT
59
Glenmede Trust
Pennsylvania
$512K – – –
CAL
60
Capital Analysts LLC
Pennsylvania
$503K – – –
DLG
61
Daniel L. Goodwin
$495K – – –
BAS
62
Brown Advisory Securities
Maryland
$495K +$495K +5,000 New
Citadel Advisors
63
Citadel Advisors
Florida
$494K -$575K -5,816 -54%
CAN
64
Cetera Advisor Networks
California
$473K +$47.4K +477 +11%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$472K -$272K -2,749 -37%
GC
66
Guggenheim Capital
Illinois
$457K +$52.8K +534 +13%
SWP
67
Stratos Wealth Partners
Ohio
$452K +$452K +4,567 New
Millennium Management
68
Millennium Management
New York
$442K +$442K +4,472 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$436K +$29.6K +300 +7%
Stifel Financial
70
Stifel Financial
Missouri
$434K +$20.8K +210 +5%
FIM
71
Fruth Investment Management
Texas
$398K +$9.71K +100 +3%
TAM
72
Tocqueville Asset Management
New York
$386K – – –
SFU
73
Stonehage Fleming (UK)
United Kingdom
$376K -$19.8K -200 -5%
BA
74
Birinyi Associates
Connecticut
$371K – – –
Prudential Financial
75
Prudential Financial
New Jersey
$348K +$348K +3,520 New
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