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BPT

BP Prudhoe Bay Royalty Trust

Delisted

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

63 hedge funds and large institutions have $16.7M invested in BP Prudhoe Bay Royalty Trust in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $9.62M → $16.7M (+$7.1M)

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 6263 (+1)

1.36% more ownership

Funds ownership: 2.11%3.47% (+1.4%)

77% less call options, than puts

Call options by funds: $1.5M | Put options by funds: $6.56M

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
11
Closed
9
Calls
$1.5M
Puts
$6.56M
Net Calls
-$5.06M
Net Calls Change
+$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$5K
FCMT
52
Founders Capital Management (Texas)
Texas
$5K
LNB
53
Ledyard National Bank
$4K
TRCT
54
Tower Research Capital (TRC)
New York
$4K +$4.07K +200 New
ST
55
Smithfield Trust
Pennsylvania
$3K -$4.07K -200 -58%
CCM
56
Cribstone Capital Management
Maine
$3K
HI
57
Hudock Inc
Pennsylvania
$3K
IWM
58
IHT Wealth Management
Illinois
$3K
ATC
59
Adirondack Trust Company
New York
$2K
CPA
60
Clear Perspective Advisors
Illinois
$2K +$61 +3 +5%
AOWM
61
Alpha Omega Wealth Management
Virginia
$1K
GWS
62
Glassman Wealth Services
Virginia
$1K
RFA
63
Reilly Financial Advisors
California
$1K
MFT
64
Moisand Fitzgerald Tamayo
Florida
$1K +$692 +34 New
DADC
65
D.A. Davidson & Co
Montana
-$73K -3,425 Closed
AIM
66
Acrospire Investment Management
Illinois
-$58K -2,670 Closed
NA
67
NewEdge Advisors
Louisiana
-$26.3K -1,200 Closed
KPCM
68
Kings Point Capital Management
New York
-$13K -600 Closed
SIM
69
Sonora Investment Management
Arizona
-$8.64K -400 Closed
CAL
70
Capital Advisors Ltd
Ohio
-$8K -367 Closed
PSUF
71
People's United Financial
Connecticut
-$5K -250 Closed
EWM
72
Evercore Wealth Management
New York
-$4K -200 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
-$1K -67 Closed

BPT Hedge Fund Activity: Q3 2017 in Review

63 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q3 2017, worth a combined $16.7M — up 74% from $9.62M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BPT positions and 9 closed out — a net gain of 2 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Mangrove Partners, opening a new position worth an estimated $1.42M. The largest seller was D.A. Davidson & Co, exiting entirely with an estimated $73K sold.

  • 63 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q3 2017, up from 62 in Q2 2017.
  • Funds reported $16.7M of BP Prudhoe Bay Royalty Trust stock for Q3 2017, up 74% quarter-over-quarter.
  • 11 funds opened new BP Prudhoe Bay Royalty Trust positions in Q3 2017 and 9 closed out, a net change of +2 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q3 2017 was Mangrove Partners, an estimated $1.42M added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q3 2017 was D.A. Davidson & Co, an estimated $73K sold.

Based on aggregated 13F filings for Q3 2017.