PBT

Permian Basin Royalty Trust

81 hedge funds and large institutions have $78.7M invested in Permian Basin Royalty Trust in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 8281 (-1)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

54% less call options, than puts

Call options by funds: $331K | Put options by funds: $720K

Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$331K
Puts
$720K
Net Calls
Net Calls Change

Top Sellers

1 -$6.5M
2 -$862K
3 -$718K
4
Morgan Stanley
Morgan Stanley
New York
-$581K
5
U
UBS
Switzerland
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$521K
27
$502K
28
$501K
29
$442K
30
$438K
31
$399K
32
$385K
33
$357K
34
$341K
35
$341K
36
$330K
37
$323K
38
$307K
39
$297K
40
$287K
41
$287K
42
$275K
43
$261K
44
$244K
45
$219K
46
$204K
47
$193K
48
$182K
49
$170K
50
$158K