PBT

Permian Basin Royalty Trust

93 hedge funds and large institutions have $148M invested in Permian Basin Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 9693 (-3)

8% less capital invested

Capital invested by funds: $160M → $148M (-$12.2M)

46% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $4.74M

Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.55M
Puts
$4.74M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCG
26
Fielder Capital Group
Tennessee
$478K
NC
27
Napatree Capital
Rhode Island
$457K
BFIM
28
Beese Fulmer Investment Management
Ohio
$328K
ECM
29
EagleClaw Capital Management
Massachusetts
$314K
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$311K
SOW
31
State of Wyoming
Wyoming
$308K
SPIA
32
Steward Partners Investment Advisory
New York
$306K
AWM
33
Avondale Wealth Management
Texas
$287K
HighTower Advisors
34
HighTower Advisors
Illinois
$287K
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$284K
Raymond James Financial
36
Raymond James Financial
Florida
$261K
FIM
37
Fruth Investment Management
Texas
$250K
FSA
38
Financial Sense Advisors
California
$248K
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$219K
KWA
40
Kingswood Wealth Advisors
California
$218K
BTI
41
Blue Trust Inc
Georgia
$202K
ISL
42
Ingalls & Snyder LLC
New York
$201K
RFA
43
Resurgent Financial Advisors
Georgia
$198K
CIA
44
Capital Investment Advisors
Georgia
$186K
WG
45
Welch Group
Alabama
$180K
State Street
46
State Street
Massachusetts
$176K
Group One Trading
47
Group One Trading
Illinois
$161K
AWM
48
Apollon Wealth Management
South Carolina
$155K
PHS
49
Pekin Hardy Strauss
Illinois
$154K
PI
50
PFG Investments
New York
$139K