PBT

Permian Basin Royalty Trust

87 hedge funds and large institutions have $284M invested in Permian Basin Royalty Trust in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

0.53% more ownership

Funds ownership: 28.1%28.62% (+0.53%)

13% less capital invested

Capital invested by funds: $326M → $284M (-$42.6M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.73M
Puts
$7.33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$783K
27
$726K
28
$608K
29
$579K
30
$547K
31
$538K
32
$536K
33
$516K
34
$509K
35
$468K
36
$450K
37
$421K
38
$414K
39
$402K
40
$374K
41
$364K
42
$340K
43
$323K
44
$316K
45
$296K
46
$294K
47
$287K
48
$280K
49
$273K
50
$264K