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BPT

BP Prudhoe Bay Royalty Trust

Delisted

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

88 hedge funds and large institutions have $22M invested in BP Prudhoe Bay Royalty Trust in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 9 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

24% more capital invested

Capital invested by funds: $17.8M → $22M (+$4.26M)

7% more funds holding

Funds holding: 8288 (+6)

0.4% less ownership

Funds ownership: 5.97%5.57% (-0.4%)

63% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 24

71% less call options, than puts

Call options by funds: $1.99M | Put options by funds: $6.9M

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
9
Reduced
24
Closed
13
Calls
$1.99M
Puts
$6.9M
Net Calls
-$4.91M
Net Calls Change
+$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.1M +$2.5M +167,897 New
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$2.06M -$20.8K -1,400 -1%
UFF
3
USA Financial Formulas
Michigan
$1.68M +$1.35M +90,674 New
UBS Group
4
UBS Group
Switzerland
$1.39M +$78.9K +5,300 +8%
RA
5
RR Advisors
Texas
$1.29M +$1.04M +70,000 New
ANTB
6
AMG National Trust Bank
Colorado
$1.24M -$170K -11,436 -15%
FIM
7
Frontier Investment Management
Texas
$1.1M +$887K +59,565 New
Barclays
8
Barclays
United Kingdom
$987K +$795K +53,415 New
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$924K
ARTA
10
A.R.T. Advisors
New York
$809K -$474K -31,871 -42%
Morgan Stanley
11
Morgan Stanley
New York
$710K -$2.43M -162,930 -81%
Bank of America
12
Bank of America
North Carolina
$661K +$17.1K +1,149 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$565K +$238K +15,976 +109%
ST
14
Spot Trading
Illinois
$456K +$367K +24,670 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$366K -$11.4K -766 -4%
Creative Planning
16
Creative Planning
Kansas
$366K +$12.8K +862 +5%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$353K -$23.6K -1,587 -8%
Millennium Management
18
Millennium Management
New York
$326K -$2.1M -141,267 -89%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$321K +$7.03K +472 +3%
Wells Fargo
20
Wells Fargo
California
$316K -$261K -17,531 -51%
CAM
21
Concorde Asset Management
Michigan
$309K +$22.3K +1,500 +10%
OWIM
22
Old West Investment Management
California
$269K
GCP
23
GSA Capital Partners
United Kingdom
$259K +$208K +14,000 New
LPL Financial
24
LPL Financial
California
$234K -$338K -22,689 -63%
ICOA
25
Investment Centers of America
North Dakota
$230K +$185K +12,447 New

BPT Hedge Fund Activity: Q2 2016 in Review

88 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q2 2016, worth a combined $22M — up 24% from $17.8M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BPT positions and 13 closed out — a net gain of 6 holders — while 9 added to existing stakes and 24 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.5M. The largest seller was Morgan Stanley, cutting an estimated $2.43M.

  • 88 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q2 2016, up from 82 in Q1 2016.
  • Funds reported $22M of BP Prudhoe Bay Royalty Trust stock for Q2 2016, up 24% quarter-over-quarter.
  • 19 funds opened new BP Prudhoe Bay Royalty Trust positions in Q2 2016 and 13 closed out, a net change of +6 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q2 2016 was Susquehanna International Group, an estimated $2.5M added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q2 2016 was Morgan Stanley, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2016.