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 -$784K
3 -$755K
4
Lazard Asset Management
Lazard Asset Management
New York
-$708K
5
Simplex Trading
Simplex Trading
Illinois
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$162K
WA
52
Waverly Advisors
Alabama
$157K
FM
53
Family Management
New York
$157K
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$154K
Russell Investments Group
55
Russell Investments Group
United Kingdom
$151K
FFB
56
First Financial Bankshares
Texas
$150K
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$148K
KI
58
Kapitalo Investimentos
Brazil
$147K
Simplex Trading
59
Simplex Trading
Illinois
$129K
CAM
60
Clark Asset Management
New Hampshire
$124K
IF
61
Ironwood Financial
Arizona
$122K
Lazard Asset Management
62
Lazard Asset Management
New York
$113K
AWM
63
Avondale Wealth Management
Texas
$93.5K
AUB
64
Atlantic Union Bankshares
Virginia
$81.3K
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$80K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$73.7K
AIM
67
Access Investment Management
Georgia
$64.4K
NA
68
NewEdge Advisors
Louisiana
$46.9K
GSWM
69
Golden State Wealth Management
California
$30.5K
Osaic Holdings
70
Osaic Holdings
Arizona
$26.5K
LAM
71
Lummis Asset Management
Texas
$23K
SRCM
72
Signature Resources Capital Management
California
$22.4K
PWA
73
Principia Wealth Advisory
Texas
$16.6K
AF
74
Alerus Financial
North Dakota
$12.5K
MCM
75
Manchester Capital Management
Vermont
$9.35K