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BPT

BP Prudhoe Bay Royalty Trust

Delisted

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

115 hedge funds and large institutions have $85.8M invested in BP Prudhoe Bay Royalty Trust in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $82.6M → $85.8M (+$3.15M)

0.03% less ownership

Funds ownership: 6.54%6.51% (-0.03%)

3% less funds holding

Funds holding: 119115 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

19% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 32

63% less call options, than puts

Call options by funds: $6.74M | Put options by funds: $18.3M

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
32
Closed
13
Calls
$6.74M
Puts
$18.3M
Net Calls
-$11.5M
Net Calls Change
+$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
76
Transamerica Financial Advisors
Florida
$43K +$662 +10 +1%
Barclays
77
Barclays
United Kingdom
$43K +$46.3K +699 New
CWM
78
Cranbrook Wealth Management
Michigan
$42K
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$38.8K +$41.6K +629 New
KPCM
80
Kings Point Capital Management
New York
$37K
IWMPD
81
Integrated Wealth Management (Palm Desert)
California
$37K +$6.62K +100 +20%
GI
82
Gradient Investments
Minnesota
$31K
TCOV
83
Trust Company of Vermont
Vermont
$31K
FAM
84
Formidable Asset Management
Ohio
$31K +$33.1K +500 New
TCM
85
Tradewinds Capital Management
Washington
$31K +$33.1K +500 New
SSB
86
Sandy Spring Bank
Maryland
$25K
CAL
87
Capital Advisors Ltd
Ohio
$23K
PCM
88
Prelude Capital Management
New York
$22K -$23.2K -350 -50%
FANJ
89
Financial Architects (New Jersey)
New Jersey
$22K
EFSCE
90
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
JIC
91
Joel Isaacson & Co
New York
$19K
PFSC
92
Peoples Financial Services Corp
Pennsylvania
$19K
WT
93
Whittier Trust
California
$17K +$17.9K +270 New
PSUF
94
People's United Financial
Connecticut
$15K
VNA
95
Valley National Advisers
Pennsylvania
$15K
BFEC
96
Benjamin F. Edwards & Company
Missouri
$13K
AIM
97
Advantage Investment Management
Iowa
$12K
FMP
98
Financial Management Professionals
Texas
$12K
FNBT
99
FineMark National Bank & Trust
Florida
$12K
HCP
100
Holt Capital Partners
Texas
$11K

BPT Hedge Fund Activity: Q2 2015 in Review

115 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q2 2015, worth a combined $85.8M — up 3.8% from $82.6M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BPT and 11 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 26 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.89M. The largest seller was BlackRock Institutional Trust, cutting an estimated $2.11M.

  • 115 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q2 2015, down from 119 in Q1 2015.
  • Funds reported $85.8M of BP Prudhoe Bay Royalty Trust stock for Q2 2015, up 3.8% quarter-over-quarter.
  • 11 funds opened new BP Prudhoe Bay Royalty Trust positions in Q2 2015 and 13 closed out, a net change of -2 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q2 2015 was Citadel Advisors, an estimated $1.89M added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q2 2015 was BlackRock Institutional Trust, an estimated $2.11M sold.

Based on aggregated 13F filings for Q2 2015.