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PBT

Permian Basin Royalty Trust

96 hedge funds and large institutions have $433M invested in Permian Basin Royalty Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $370K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more capital invested

Capital invested by funds: $346M → $433M (+$86.5M)

0.59% less ownership

Funds ownership: 43.73%43.14% (-0.59%)

7% less funds holding

Funds holding: 10396 (-7)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
8
Increased
26
Reduced
31
Closed
14
Calls
$2.04M
Puts
$370K
Net Calls
+$1.67M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$1.24M +$584 +30 +0.1%
EFS
27
Essex Financial Services
Connecticut
$1.24M -$33.1K -1,700 -3%
MWM
28
MOR Wealth Management
Pennsylvania
$1.13M
Bank of America
29
Bank of America
North Carolina
$1.11M -$149K -7,677 -13%
AWM
30
Avondale Wealth Management
Texas
$1.06M +$68.1K +3,500 +8%
FCG
31
Fielder Capital Group
Tennessee
$898K -$126K -6,492 -13%
ECM
32
EagleClaw Capital Management
Massachusetts
$763K +$34.1K +1,750 +5%
UBS Group
33
UBS Group
Switzerland
$760K -$274K -14,063 -28%
SPIA
34
Steward Partners Investment Advisory
New York
$693K
BFIM
35
Beese Fulmer Investment Management
Ohio
$638K -$44.8K -2,300 -7%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$579K -$51.6K -2,650 -9%
FIM
37
Fruth Investment Management
Texas
$546K
FSA
38
Financial Sense Advisors
California
$538K
Jane Street
39
Jane Street
New York
$479K -$6.74M -345,947 -94%
FM
40
Family Management
New York
$468K
BTI
41
Blue Trust Inc
Georgia
$439K
RFA
42
Resurgent Financial Advisors
Georgia
$430K
Ameriprise
43
Ameriprise
Minnesota
$427K +$2.92K +150 +0.8%
SWP
44
Stratos Wealth Partners
Ohio
$421K +$1.97K +101 +0.5%
WG
45
Welch Group
Alabama
$415K +$29.2K +1,500 +8%
Corient Private Wealth
46
Corient Private Wealth
Florida
$407K -$368K -18,891 -50%
CIA
47
Capital Investment Advisors
Georgia
$395K +$19 +1 +0%
ISL
48
Ingalls & Snyder LLC
New York
$393K
BFS
49
Bradley Foster & Sargent
Connecticut
$367K -$313K -16,074 -48%
SOW
50
State of Wyoming
Wyoming
$332K -$561K -28,815 -65%