PBT

Permian Basin Royalty Trust

94 hedge funds and large institutions have $241M invested in Permian Basin Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

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:

1% more funds holding

Funds holding: 9394 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

91% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $15.3M

Holders
94
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
$1.32M
Puts
$15.3M
Net Calls
Net Calls Change

Top Sellers

1 -$1.14M
2 -$669K
3 -$644K
4
Lazard Asset Management
Lazard Asset Management
New York
-$609K
5
Simplex Trading
Simplex Trading
Illinois
-$567K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$681K
27
$601K
28
$577K
29
$559K
30
$505K
31
$445K
32
$397K
33
$385K
34
$357K
35
$352K
36
$315K
37
$312K
38
$254K
39
$253K
40
$253K
41
$249K
42
$233K
43
$232K
44
$228K
45
$221K
46
$214K
47
$196K
48
$188K
49
$187K
50
$179K