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BPT

BP Prudhoe Bay Royalty Trust

Delisted

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

119 hedge funds and large institutions have $82.6M invested in BP Prudhoe Bay Royalty Trust in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 45 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.11% less ownership

Funds ownership: 11.66%6.54% (-5.1%)

18% less funds holding

Funds holding: 145119 (-26)

47% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 45

51% less capital invested

Capital invested by funds: $169M → $82.6M (-$86.6M)

59% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 41

82% less call options, than puts

Call options by funds: $7.78M | Put options by funds: $43.6M

Holders
119
Holders Change
-26
Holders Change %
-17.93%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
24
Reduced
45
Closed
41
Calls
$7.78M
Puts
$43.6M
Net Calls
-$35.8M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
101
FineMark National Bank & Trust
Florida
$12K
CA
102
CapWealth Advisors
Tennessee
$12K +$13.9K +200 New
M
103
MOTCO
Texas
$10K
WA
104
Waverly Advisors
Alabama
$10K
HCP
105
Holt Capital Partners
Texas
$10K +$12.5K +180 New
HI
106
Hudock Inc
Pennsylvania
$9K
MBT
107
Monroe Bank & Trust
Michigan
$9K
AA
108
AlphaMark Advisors
Kentucky
$9K +$10.5K +150 New
ATC
109
Adirondack Trust Company
New York
$6K
NFG
110
Next Financial Group
Texas
$6K
WRM
111
Westport Resources Management
Connecticut
$6K
GWS
112
Glassman Wealth Services
Virginia
$3K
RFA
113
Reilly Financial Advisors
California
$3K
ONB
114
Old National Bancorp
Indiana
$3K +$3.35K +48 New
AllianceBernstein
115
AllianceBernstein
Tennessee
$3K +$3.48K +50 New
WCBA
116
Weaver C. Barksdale & Associates
Tennessee
$3K +$3.55K +51 New
Simplex Trading
117
Simplex Trading
Illinois
$3K +$3.9K +56 New
RIA
118
Regal Investment Advisors
Michigan
$2K -$12.4K -178 -82%
AF
119
Allworth Financial
California
$1K
SIA
120
Stancorp Investment Advisers
Oregon
$1K
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143 +$87.1K +1,250 +103%
Schroder Investment Management Group
122
Schroder Investment Management Group
United Kingdom
-$12.8M -189,315 Closed
VOAM
123
Vertex One Asset Management
British Columbia, Canada
-$12.6M -185,647 Closed
MGAM
124
McGowan Group Asset Management
Texas
-$7.54M -111,535 Closed
Renaissance Technologies
125
Renaissance Technologies
New York
-$7.48M -110,580 Closed

BPT Hedge Fund Activity: Q1 2015 in Review

119 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q1 2015, worth a combined $82.6M — down 51% from $169M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of BPT and 17 opened new positions — a net loss of 24 holders — while 45 trimmed existing stakes and 24 added.

The largest buyer was Brandywine Global Investment Management, opening a new position worth an estimated $3.48M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $12.8M sold.

  • 119 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q1 2015, down from 145 in Q4 2014.
  • Funds reported $82.6M of BP Prudhoe Bay Royalty Trust stock for Q1 2015, down 51% quarter-over-quarter.
  • 17 funds opened new BP Prudhoe Bay Royalty Trust positions in Q1 2015 and 41 closed out, a net change of -24 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q1 2015 was Brandywine Global Investment Management, an estimated $3.48M added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q1 2015 was Schroder Investment Management Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2015.