BP Prudhoe Bay Royalty Trust
BPT was delisted on the 30th of June, 2025.
41 hedge funds and large institutions have $562K invested in BP Prudhoe Bay Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 13 closing their positions.
1% less ownership
Funds ownership: 6.23% → 5.23% (-1%)
18% less funds holding
Funds holding: 50 → 41 (-9)
24% less capital invested
Capital invested by funds: $736K → $562K (-$174K)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
62% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$9.96K |
| 2 |
HF
HRT Financial
New York
|
+$9.71K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.14K |
| 4 |
VF
Virtu Financial
New York
|
+$4.04K |
| 5 |
AF
Alerus Financial
Grand Forks,
North Dakota
|
+$2.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$31.8K |
| 2 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$15.5K |
| 3 |
Two Sigma Investments
New York
|
-$13.3K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$13.1K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$12.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$54 | -100 | Closed |
|
|
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$55 | -100 | Closed |
|
|
CAM
53
Creekmur Asset Management
Morton,
Illinois
| – | -$29 | -53 | Closed |
|
BPT Hedge Fund Activity: Q2 2025 in Review
41 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q2 2025, worth a combined $562K — down 24% from $736K a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BPT and 5 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 5 added.
The largest buyer was Allworth Financial, adding an estimated $9.96K. The largest seller was UBS Group, cutting an estimated $31.8K.
- 41 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q2 2025, down from 50 in Q1 2025.
- Funds reported $562K of BP Prudhoe Bay Royalty Trust stock for Q2 2025, down 24% quarter-over-quarter.
- 5 funds opened new BP Prudhoe Bay Royalty Trust positions in Q2 2025 and 13 closed out, a net change of -8 holders.
- The largest BP Prudhoe Bay Royalty Trust buyer in Q2 2025 was Allworth Financial, an estimated $9.96K added.
- The largest BP Prudhoe Bay Royalty Trust seller in Q2 2025 was UBS Group, an estimated $31.8K sold.
Based on aggregated 13F filings for Q2 2025.