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BPT

BP Prudhoe Bay Royalty Trust

Delisted

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

147 hedge funds and large institutions have $162M invested in BP Prudhoe Bay Royalty Trust in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

51% more call options, than puts

Call options by funds: $7.3M | Put options by funds: $4.85M

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

7% more funds holding

Funds holding: 138147 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.85% less ownership

Funds ownership: 9.8%8.95% (-0.85%)

3% less capital invested

Capital invested by funds: $167M → $162M (-$4.83M)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
44
Reduced
40
Closed
13
Calls
$7.3M
Puts
$4.85M
Net Calls
+$2.46M
Net Calls Change
+$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
VOAM
1
Vertex One Asset Management
British Columbia, Canada
$34.9M +$12.7M +157,447 +62%
Morgan Stanley
2
Morgan Stanley
New York
$8.49M +$1.16M +14,381 +17%
BHC
3
Bowen Hanes & Co
Florida
$8.44M
CIA
4
Capital Investment Advisors
Georgia
$7.57M -$85.2K -1,060 -1%
TFMS
5
Trust & Fiduciary Management Services
Massachusetts
$6.59M +$732K +9,110 +13%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$6.26M
ACM
7
Advisors Capital Management
New Jersey
$6.14M +$443K +5,515 +8%
Bank of America
8
Bank of America
North Carolina
$5.91M -$5.69M -70,816 -50%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$4.39M +$40.2K +500 +1%
U
10
UBS
Switzerland
$4.32M -$180K -2,245 -4%
ANTB
11
AMG National Trust Bank
Colorado
$3.96M -$25.3K -315 -0.7%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$3.54M +$193K +2,400 +6%
US Bancorp
13
US Bancorp
Minnesota
$3.05M +$2.03M +25,200 +230%
SFSIG
14
San Francisco Sentry Investment Group
California
$2.77M +$452K +5,621 +21%
Wells Fargo
15
Wells Fargo
California
$2.62M -$1.4M -17,378 -36%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.05M -$52.3K -650 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.86M -$88.3K -1,099 -5%
Franklin Resources
18
Franklin Resources
California
$1.75M -$339K -4,223 -17%
KFS
19
KMS Financial Services
Washington
$1.53M +$476K +5,927 +49%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.4M +$133K +1,657 +11%
TYCC
21
Texas Yale Capital Corp
Florida
$1.35M
JP Morgan Chase
22
JP Morgan Chase
New York
$1.32M +$638K +7,934 +103%
RJA
23
Raymond James & Associates
Florida
$1.28M -$172K -2,144 -12%
GMCM
24
Gruber & McBaine Capital Management
California
$1.27M
LPL Financial
25
LPL Financial
California
$1.17M +$98.4K +1,224 +10%

BPT Hedge Fund Activity: Q1 2014 in Review

147 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q1 2014, worth a combined $162M — down 2.9% from $167M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BPT positions and 13 closed out — a net gain of 9 holders — while 44 added to existing stakes and 40 trimmed.

The largest buyer was Vertex One Asset Management, adding an estimated $12.7M. The largest seller was Guggenheim Capital, cutting an estimated $13M.

  • 147 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q1 2014, up from 138 in Q4 2013.
  • Funds reported $162M of BP Prudhoe Bay Royalty Trust stock for Q1 2014, down 2.9% quarter-over-quarter.
  • 22 funds opened new BP Prudhoe Bay Royalty Trust positions in Q1 2014 and 13 closed out, a net change of +9 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q1 2014 was Vertex One Asset Management, an estimated $12.7M added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q1 2014 was Guggenheim Capital, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2014.