We are live on ! Find out more
BPT

BP Prudhoe Bay Royalty Trust

Delisted

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

51 hedge funds and large institutions have $4.2M invested in BP Prudhoe Bay Royalty Trust in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.25M

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1.08% less ownership

Funds ownership: 4.85%3.77% (-1.1%)

4% less funds holding

Funds holding: 5351 (-2)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

41% less capital invested

Capital invested by funds: $7.13M → $4.2M (-$2.93M)

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
12
Closed
11
Calls
$4.31M
Puts
$1.25M
Net Calls
+$3.06M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$1.14M +$1.42M +214,561 +16,505%
Morgan Stanley
2
Morgan Stanley
New York
$841K -$41K -6,184 -4%
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$369K +$463K +69,800 New
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$191K
GWM
5
Geneos Wealth Management
Colorado
$134K +$114K +17,120 +222%
MWM
6
Meridian Wealth Management
Kentucky
$116K +$146K +22,000 New
Lido Advisors
7
Lido Advisors
California
$115K +$45.2K +6,815 +45%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$113K +$19.7K +2,968 +16%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$109K -$435K -65,500 -76%
Wells Fargo
10
Wells Fargo
California
$109K -$1.41K -212 -1%
UBS Group
11
UBS Group
Switzerland
$106K +$19.3K +2,905 +17%
Osaic Holdings
12
Osaic Holdings
Arizona
$106K +$216K +32,555 New
Bank of America
13
Bank of America
North Carolina
$96K -$8.72K -1,314 -7%
BPA
14
Beacon Pointe Advisors
California
$86K +$108K +16,309 New
Citadel Advisors
15
Citadel Advisors
Florida
$85K -$9.18K -1,384 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$83K -$77.3K -11,644 -43%
DC
17
Davenport & Co
Virginia
$69K +$86.3K +13,000 New
Goldman Sachs
18
Goldman Sachs
New York
$63K +$79.5K +11,974 New
GCP
19
GSA Capital Partners
United Kingdom
$55K +$69.5K +10,473 New
Victory Capital Management
20
Victory Capital Management
Texas
$40K +$49.2K +7,414 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$33K -$8.94K -1,347 -18%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$22K +$27.2K +4,095 +58,500%
JP Morgan Chase
23
JP Morgan Chase
New York
$21K -$12.3K -1,853 -32%
GT
24
Glenmede Trust
Pennsylvania
$14K
US Bancorp
25
US Bancorp
Minnesota
$13K +$1.99K +300 +14%

BPT Hedge Fund Activity: Q1 2020 in Review

51 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q1 2020, worth a combined $4.2M — down 41% from $7.13M a quarter earlier.

Fund positioning in BPT was balanced in Q1 2020: 11 funds opened new positions, 11 closed out, 8 added to existing stakes and 12 trimmed.

The largest buyer was Citigroup, adding an estimated $1.42M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $2.94M sold.

  • 51 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q1 2020, down from 53 in Q4 2019.
  • Funds reported $4.2M of BP Prudhoe Bay Royalty Trust stock for Q1 2020, down 41% quarter-over-quarter.
  • 11 funds opened new BP Prudhoe Bay Royalty Trust positions in Q1 2020 and 11 closed out, a net change of 0 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q1 2020 was Citigroup, an estimated $1.42M added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q1 2020 was Two Sigma Investments, an estimated $2.94M sold.

Based on aggregated 13F filings for Q1 2020.