PBT
Permian Basin Royalty Trust
PBT
PBT
79 hedge funds and large institutions have $193M invested in Permian Basin Royalty Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less call options, than puts
Call options by funds: $ | Put options by funds: $
less funds holding
Funds holding: →
32% less capital invested
Capital invested by funds: $284M → $193M (-$91M)
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Holders
79
Holding in Top 10
2
Calls
$4.72M
Puts
$4.72M
Top Buyers
| 1 | +$5.71M | |
| 2 | +$3.25M | |
| 3 | +$1.78M | |
| 4 |
Group One Trading
Chicago,
Illinois
|
+$1.24M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.1M |
Top Sellers
| 1 | -$5.06M | |
| 2 | -$2.61M | |
| 3 | -$1.1M | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$943K |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$348K |