We are live on ! Find out more
BPT

BP Prudhoe Bay Royalty Trust

Delisted

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

79 hedge funds and large institutions have $25.2M invested in BP Prudhoe Bay Royalty Trust in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.88% more ownership

Funds ownership: 4.05%4.93% (+0.88%)

4% less capital invested

Capital invested by funds: $26.2M → $25.2M (-$955K)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 8179 (-2)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

77% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $6.03M

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
12
Reduced
19
Closed
16
Calls
$1.38M
Puts
$6.03M
Net Calls
-$4.65M
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.49M +$1.97M +89,351 +90%
VOAM
2
Vertex One Asset Management
British Columbia, Canada
$2.65M +$2.45M +111,500 New
RA
3
RR Advisors
Texas
$1.83M
ACP
4
Aveo Capital Partners
Colorado
$1.75M +$1.62M +73,613 New
UBS Group
5
UBS Group
Switzerland
$1.6M -$96.9K -4,402 -6%
FIM
6
Frontier Investment Management
Texas
$1.42M
Wells Fargo
7
Wells Fargo
California
$1.13M +$247K +11,213 +31%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$943K -$1.51M -68,800 -63%
Morgan Stanley
9
Morgan Stanley
New York
$865K -$113K -5,144 -12%
Bank of America
10
Bank of America
North Carolina
$742K -$23.4K -1,065 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$709K -$17.5K -794 -3%
ST
12
Spot Trading
Illinois
$569K
Group One Trading
13
Group One Trading
Illinois
$565K +$523K +23,778 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$501K +$73.6K +3,342 +19%
ANTB
15
AMG National Trust Bank
Colorado
$491K -$369K -16,781 -45%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$437K -$33.5K -1,523 -8%
LPL Financial
17
LPL Financial
California
$352K +$18K +817 +6%
OWIM
18
Old West Investment Management
California
$346K
Goldman Sachs
19
Goldman Sachs
New York
$315K +$292K +13,283 New
Creative Planning
20
Creative Planning
Kansas
$300K -$201K -9,119 -42%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$298K -$97K -4,408 -26%
SEI Investments
22
SEI Investments
Pennsylvania
$292K +$120K +5,456 New
AG
23
Advisor Group
Arizona
$253K +$47.9K +2,177 +26%
GIM
24
Greylin Investment Management
Virginia
$237K -$17.6K -800 -7%
ICOA
25
Investment Centers of America
North Dakota
$230K -$39K -1,772 -15%

BPT Hedge Fund Activity: Q4 2016 in Review

79 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q4 2016, worth a combined $25.2M — down 3.6% from $26.2M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BPT and 15 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 12 added.

The largest buyer was Vertex One Asset Management, opening a new position worth an estimated $2.45M. The largest seller was California Public Employees Retirement System, cutting an estimated $1.51M.

  • 79 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q4 2016, down from 81 in Q3 2016.
  • Funds reported $25.2M of BP Prudhoe Bay Royalty Trust stock for Q4 2016, down 3.6% quarter-over-quarter.
  • 15 funds opened new BP Prudhoe Bay Royalty Trust positions in Q4 2016 and 16 closed out, a net change of -1 holder.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q4 2016 was Vertex One Asset Management, an estimated $2.45M added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q4 2016 was California Public Employees Retirement System, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2016.