PBT

Permian Basin Royalty Trust
PBT

Overview Fund Activity

96 hedge funds and large institutions have $160M invested in Permian Basin Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
30
Reduced
20
Closed
9
Calls
$4.26M
Puts
$4.72M
Net Calls
-$454K
Net Calls Change
+$1.61M

Top Buyers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$43.7M
2
Wells Fargo
2
Wells Fargo
California
$2.59M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.62M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.44M
5
PA
5
Promethium Advisors
Maryland
$997K

Top Sellers

1
SMP
1
Santa Monica Partners
Florida
$0
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
UBS Group
3
UBS Group
Switzerland
$663K
4
MRI
4
Mad River Investors
Massachusetts
$2.73M
5
Group One Trading
5
Group One Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCG
26
Fielder Capital Group
Tennessee
$534K 48,218 – –
Jane Street
27
Jane Street
New York
$475K 42,885 +42,885 New
ECM
28
EagleClaw Capital Management
Massachusetts
$384K 34,700 -6,675 -16%
KWA
29
Kingswood Wealth Advisors
California
$384K 34,800 -17,130 -33%
BFIM
30
Beese Fulmer Investment Management
Ohio
$367K 33,217 – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$360K 32,487 -26,716 -45%
SPIA
32
Steward Partners Investment Advisory
New York
$326K 29,467 +9,179 +45%
HighTower Advisors
33
HighTower Advisors
Illinois
$323K 29,165 -121 -0.4%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$318K 28,682 – –
FIM
35
Fruth Investment Management
Texas
$279K 25,400 – –
BBHC
36
Brown Brothers Harriman & Co
New York
$251K 22,645 +22,645 New
NC
37
Napatree Capital
Rhode Island
$249K 22,563 +22,563 New
Simplex Trading
38
Simplex Trading
Illinois
$242K 21,862 +21,862 New
Bank of America
39
Bank of America
North Carolina
$234K 21,117 +743 +4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$229K 20,725 +743 +4%
BTI
41
Blue Trust Inc
Georgia
$226K 20,420 – –
ISL
42
Ingalls & Snyder LLC
New York
$225K 20,268 – –
FSA
43
Financial Sense Advisors
California
$222K 20,000 – –
RFA
44
Resurgent Financial Advisors
Georgia
$222K 20,000 – –
CIA
45
Capital Investment Advisors
Georgia
$218K 19,758 -1,498 -7%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$211K 19,087 +2,293 +14%
AWM
47
Avondale Wealth Management
Texas
$211K 19,000 +9,500 +100%
SOW
48
State of Wyoming
Wyoming
$200K 18,008 -785 -4%
AWM
49
Apollon Wealth Management
South Carolina
$171K 15,389 +244 +2%
State Street
50
State Street
Massachusetts
$164K 14,754 +406 +3%
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