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BPT

BP Prudhoe Bay Royalty Trust

Delisted

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

79 hedge funds and large institutions have $37.9M invested in BP Prudhoe Bay Royalty Trust in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 22 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

8% more funds holding

Funds holding: 7379 (+6)

0.88% less ownership

Funds ownership: 6.01%5.13% (-0.88%)

1% less capital invested

Capital invested by funds: $38.4M → $37.9M (-$507K)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

29% less call options, than puts

Call options by funds: $8.64M | Put options by funds: $12.1M

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
19
Reduced
22
Closed
13
Calls
$8.64M
Puts
$12.1M
Net Calls
-$3.46M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.85M -$3.02M -100,816 -37%
Morgan Stanley
2
Morgan Stanley
New York
$5.34M +$2.61M +87,045 +128%
Parallax Volatility Advisers
3
Parallax Volatility Advisers
California
$3.34M -$2.23M -74,275 -43%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.96M +$70K +2,336 +3%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.68M +$6K +200 +0.3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.1M -$2.61M -87,016 -59%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$1.96M +$410K +13,686 +32%
Bank of America
8
Bank of America
North Carolina
$989K -$54K -1,800 -6%
ACI
9
Alpha Cubed Investments
California
$789K +$689K +22,992 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$671K +$19.5K +650 +3%
AG
11
Advisor Group
Arizona
$599K +$70.6K +2,356 +16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$544K -$1.95K -65 -0.4%
AA
13
ALPS Advisors
Colorado
$517K -$164K -5,483 -27%
UBS Group
14
UBS Group
Switzerland
$496K +$57.2K +1,908 +15%
GIM
15
Greylin Investment Management
Virginia
$493K -$3K -100 -0.7%
HI
16
HBK Investments
Texas
$479K -$206K -6,866 -33%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$475K +$7.38K +246 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$433K +$99.5K +3,318 +36%
CFMC
19
Curbstone Financial Management Corp
New Hampshire
$433K +$377K +12,560 New
Wells Fargo
20
Wells Fargo
California
$408K -$388K -12,930 -52%
Ameriprise
21
Ameriprise
Minnesota
$382K +$332K +11,077 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$377K +$321K +10,694 +4,419%
LPL Financial
23
LPL Financial
California
$370K -$25K -833 -7%
Citadel Advisors
24
Citadel Advisors
Florida
$364K -$410K -13,666 -56%
RJA
25
Raymond James & Associates
Florida
$362K +$36.4K +1,214 +13%

BPT Hedge Fund Activity: Q3 2018 in Review

79 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q3 2018, worth a combined $37.9M — down 1.3% from $38.4M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BPT positions and 13 closed out — a net gain of 6 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.61M. The largest seller was Arrowstreet Capital, cutting an estimated $3.02M.

  • 79 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q3 2018, up from 73 in Q2 2018.
  • Funds reported $37.9M of BP Prudhoe Bay Royalty Trust stock for Q3 2018, down 1.3% quarter-over-quarter.
  • 19 funds opened new BP Prudhoe Bay Royalty Trust positions in Q3 2018 and 13 closed out, a net change of +6 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q3 2018 was Morgan Stanley, an estimated $2.61M added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q3 2018 was Arrowstreet Capital, an estimated $3.02M sold.

Based on aggregated 13F filings for Q3 2018.