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BPT

BP Prudhoe Bay Royalty Trust

Delisted

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

106 hedge funds and large institutions have $60.1M invested in BP Prudhoe Bay Royalty Trust in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% more ownership

Funds ownership: 6.51%6.83% (+0.31%)

8% less funds holding

Funds holding: 115106 (-9)

30% less capital invested

Capital invested by funds: $85.8M → $60.1M (-$25.7M)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

51% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 37

89% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $15.3M

Holders
106
Holders Change
-9
Holders Change %
-7.83%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
18
Reduced
37
Closed
22
Calls
$1.75M
Puts
$15.3M
Net Calls
-$13.6M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.55M +$1.07M +21,846 +16%
Morgan Stanley
2
Morgan Stanley
New York
$6.05M +$2.05M +41,950 +40%
Deutsche Bank
3
Deutsche Bank
Germany
$5.08M +$5.88M +120,530 +3,888%
Renaissance Technologies
4
Renaissance Technologies
New York
$4.94M +$5.87M +120,300 New
CIA
5
Capital Investment Advisors
Georgia
$4.58M -$110K -2,261 -2%
BHC
6
Bowen Hanes & Co
Florida
$3.82M -$341K -7,000 -7%
ANTB
7
AMG National Trust Bank
Colorado
$2.63M -$61.6K -1,263 -2%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$2.09M
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$2.06M
UBS Group
10
UBS Group
Switzerland
$1.83M +$155K +3,180 +8%
Bank of America
11
Bank of America
North Carolina
$1.51M -$42.2K -866 -2%
Wells Fargo
12
Wells Fargo
California
$1.47M -$346K -7,088 -17%
PWM
13
Perigon Wealth Management
California
$1.15M -$7.36K -151 -0.5%
LPL Financial
14
LPL Financial
California
$849K -$70.6K -1,448 -7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$837K -$45.2K -927 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$780K +$28.4K +582 +3%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$736K -$1.48M -30,319 -63%
RWM
18
Rezny Wealth Management
Florida
$735K -$39.6K -813 -4%
Creative Planning
19
Creative Planning
Kansas
$662K -$141K -2,882 -15%
BB
20
Bell Bank
North Dakota
$658K +$219K +4,490 +39%
OWIM
21
Old West Investment Management
California
$599K
RJFSA
22
Raymond James Financial Services Advisors
Florida
$546K +$648K +13,290 New
ICOA
23
Investment Centers of America
North Dakota
$534K +$25.5K +522 +4%
Stifel Financial
24
Stifel Financial
Missouri
$505K -$101K -2,076 -14%
AIG
25
American International Group
New York
$487K -$17.7K -362 -3%

BPT Hedge Fund Activity: Q3 2015 in Review

106 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q3 2015, worth a combined $60.1M — down 30% from $85.8M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BPT and 13 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 18 added.

The largest buyer was Deutsche Bank, adding an estimated $5.88M. The largest seller was Trust & Fiduciary Management Services, exiting entirely with an estimated $3.52M sold.

  • 106 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q3 2015, down from 115 in Q2 2015.
  • Funds reported $60.1M of BP Prudhoe Bay Royalty Trust stock for Q3 2015, down 30% quarter-over-quarter.
  • 13 funds opened new BP Prudhoe Bay Royalty Trust positions in Q3 2015 and 22 closed out, a net change of -9 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q3 2015 was Deutsche Bank, an estimated $5.88M added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q3 2015 was Trust & Fiduciary Management Services, an estimated $3.52M sold.

Based on aggregated 13F filings for Q3 2015.