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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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101 hedge funds and large institutions have $41M invested in BP Prudhoe Bay Royalty Trust in 2015 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

1.07% more ownership

Funds ownership: 6.83% → 7.9% (+1.1%)

5% less funds holding

Funds holding: 106 → 101 (-5)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

32% less capital invested

Capital invested by funds: $60.1M → $41M (-$19M)

56% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $2.32M

Holders
101
Holders Change
-5
Holders Change %
-4.72%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
21
Reduced
15
Closed
31
Calls
$1.03M
Puts
$2.32M
Net Calls
-$1.29M
Net Calls Change
+$12.3M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$4.38M
2
Millennium Management
Millennium Management
New York
+$3M
3
TAM
TPH Asset Management
Texas
+$1.63M
4
ARTA
A.R.T. Advisors
New York
+$1.53M
5
Morgan Stanley
Morgan Stanley
New York
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$6.55M
2
PWM
Perigon Wealth Management
California
-$1.15M
3
CIA
Capital Investment Advisors
Georgia
-$1.05M
4
BHC
Bowen Hanes & Co
Florida
-$810K
5
BB
Bell Bank
North Dakota
-$658K
Name Holding Trade Value Shares
Change 		Change in
Stake
Toronto Dominion Bank
51
Toronto Dominion Bank
Ontario, Canada
$50K – – –
DADC
52
D.A. Davidson & Co
Montana
$41K -$24.4K -694 -29%
SFU
53
Stonehage Fleming (UK)
United Kingdom
$40K – – –
SIM
54
Sonora Investment Management
Arizona
$39K – – –
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$37K +$26.9K +765 +106%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$37K +$50.7K +1,440 +2,400%
PSI
57
Pinnacle Summer Investments
Virginia
$37K +$52.8K +1,500 New
EWM
58
Evercore Wealth Management
New York
$36K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$30K – – –
MFBTD
60
MB Financial Bank - Trust Department
Illinois
$25K – – –
FNBT
61
FineMark National Bank & Trust
Florida
$24K +$26.4K +750 +375%
AWMS
62
Advocacy Wealth Management Services
Georgia
$20K +$24.6K +700 New
SEI Investments
63
SEI Investments
Pennsylvania
$20K +$28.2K +800 New
S
64
SignatureFD
Georgia
$20K +$28.3K +804 New
CWM
65
Cranbrook Wealth Management
Michigan
$17K – – –
IWMPD
66
Integrated Wealth Management (Palm Desert)
California
$17K – – –
KPCM
67
Kings Point Capital Management
New York
$15K – – –
CCS
68
Crosspoint Capital Strategies
California
$15K +$7.67K +218 New
TFA
69
Transamerica Financial Advisors
Florida
$13K -$14.6K -414 -45%
WEC
70
Winslow Evans & Crocker
Massachusetts
$12.5K – – –
TCOV
71
Trust Company of Vermont
Vermont
$12K – – –
CAL
72
Capital Advisors Ltd
Ohio
$9K – – –
WA
73
WFG Advisors
Texas
$9K – – –
AIM
74
Advantage Investment Management
Iowa
$7K – – –
JIC
75
Joel Isaacson & Co
New York
$7K – – –
1 2
3
4 5

BPT Hedge Fund Activity: Q4 2015 in Review

101 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q4 2015, worth a combined $41M — down 32% from $60.1M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BPT and 26 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $4.38M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $6.55M sold.

  • 101 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q4 2015, down from 106 in Q3 2015.
  • Funds reported $41M of BP Prudhoe Bay Royalty Trust stock for Q4 2015, down 32% quarter-over-quarter.
  • 26 funds opened new BP Prudhoe Bay Royalty Trust positions in Q4 2015 and 31 closed out, a net change of -5 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q4 2015 was Two Sigma Investments, an estimated $4.38M added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q4 2015 was Guggenheim Capital, an estimated $6.55M sold.

Based on aggregated 13F filings for Q4 2015.