We are live on ! Find out more
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
WA
51
Waverly Advisors
Alabama
$273K
KWA
52
Kingswood Wealth Advisors
California
$268K
IF
53
Ironwood Financial
Arizona
$265K
QC
54
Quadrature Capital
United Kingdom
$259K +$234K +12,015 New
FFB
55
First Financial Bankshares
Texas
$258K
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$246K -$33.8K -1,734 -13%
Walleye Capital
57
Walleye Capital
New York
$225K -$37.9K -1,945 -16%
CAM
58
Clark Asset Management
New Hampshire
$215K
Russell Investments Group
59
Russell Investments Group
United Kingdom
$173K -$25.6K -1,315 -14%
AUB
60
Atlantic Union Bankshares
Virginia
$163K +$78 +4 +0.1%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$162K -$44.3K -2,277 -23%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$127K
Group One Trading
63
Group One Trading
Illinois
$101K -$3.12M -160,494 -97%
AIM
64
Access Investment Management
Georgia
$64.6K -$19.5K -1,000 -25%
PWPS
65
Pinnacle Wealth Planning Services
Ohio
$61.1K +$17.2K +884 +45%
NA
66
NewEdge Advisors
Louisiana
$60.1K +$19 +1 +0%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$55.3K +$41.2K +2,118 +471%
GSWM
68
Golden State Wealth Management
California
$52.6K
LAM
69
Lummis Asset Management
Texas
$39.8K
Barclays
70
Barclays
United Kingdom
$38.8K +$29.8K +1,530 +560%
SRCM
71
Signature Resources Capital Management
California
$38.7K
GWM
72
Geneos Wealth Management
Colorado
$32.3K
TRCT
73
Tower Research Capital (TRC)
New York
$26.7K -$17.2K -884 -42%
Osaic Holdings
74
Osaic Holdings
Arizona
$25K -$16.7K -860 -43%
CI
75
CX Institutional
Indiana
$25K +$22.8K +1,170 New