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BPT

BP Prudhoe Bay Royalty Trust

Delisted

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

74 hedge funds and large institutions have $20.7M invested in BP Prudhoe Bay Royalty Trust in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

24% more capital invested

Capital invested by funds: $16.7M → $20.7M (+$3.98M)

17% more funds holding

Funds holding: 6374 (+11)

1.33% more ownership

Funds ownership: 3.47%4.8% (+1.3%)

84% less call options, than puts

Call options by funds: $925K | Put options by funds: $5.7M

Holders
74
Holders Change
+11
Holders Change %
+17.46%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
18
Reduced
12
Closed
10
Calls
$925K
Puts
$5.7M
Net Calls
-$4.78M
Net Calls Change
+$278K
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
51
Reilly Financial Advisors
California
$9K +$8.14K +402 +804%
APA
52
American Portfolios Advisors
New York
$8.04K +$8.1K +400 New
WCM
53
Whitener Capital Management
North Carolina
$8K +$8.1K +400 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$7K
Deutsche Bank
55
Deutsche Bank
Germany
$6K
KF
56
Krilogy Financial
Missouri
$6K +$182 +9 +3%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$5K
MOS
58
MGO One Seven
Ohio
$5K +$4.7K +232 New
TCOV
59
Trust Company of Vermont
Vermont
$4K -$10.1K -500 -71%
ASN
60
Advisory Services Network
Georgia
$4K -$608 -30 -12%
FCMT
61
Founders Capital Management (Texas)
Texas
$4K
FGC
62
Financial Gravity Companies
Texas
$4K +$3.54K +175 New
JP Morgan Chase
63
JP Morgan Chase
New York
$4K +$4.05K +200 New
CCM
64
Cribstone Capital Management
Maine
$3K
HI
65
Hudock Inc
Pennsylvania
$3K
IWM
66
IHT Wealth Management
Illinois
$3K
ST
67
Smithfield Trust
Pennsylvania
$3K
ATC
68
Adirondack Trust Company
New York
$2K
CAC
69
Certified Advisory Corp
Florida
$2K +$2.49K +123 New
AOWM
70
Alpha Omega Wealth Management
Virginia
$1K
AIP
71
Ameritas Investment Partners
Nebraska
$1K
GWS
72
Glassman Wealth Services
Virginia
$1K
CPA
73
Clear Perspective Advisors
Illinois
$1K +$41 +2 +3%
VFA
74
Valeo Financial Advisors
Indiana
$1K +$648 +32 New
VF
75
Virtu Financial
New York
-$343K -15,259 Closed

BPT Hedge Fund Activity: Q4 2017 in Review

74 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q4 2017, worth a combined $20.7M — up 24% from $16.7M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BPT positions and 10 closed out — a net gain of 11 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $2.26M. The largest seller was Morgan Stanley, cutting an estimated $891K.

  • 74 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $20.7M of BP Prudhoe Bay Royalty Trust stock for Q4 2017, up 24% quarter-over-quarter.
  • 21 funds opened new BP Prudhoe Bay Royalty Trust positions in Q4 2017 and 10 closed out, a net change of +11 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q4 2017 was Arrowstreet Capital, an estimated $2.26M added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q4 2017 was Morgan Stanley, an estimated $891K sold.

Based on aggregated 13F filings for Q4 2017.