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PBT

Permian Basin Royalty Trust
PBT

73 hedge funds and large institutions have $75.6M invested in Permian Basin Royalty Trust in 2013 Q2 according to their latest regulatory filings, with 73 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

12.2% more ownership

Funds ownership: 0% → 12.2% (+12%)

85% less call options, than puts

Call options by funds: $339K | Put options by funds: $2.19M

Holders
73
Holders Change
+73
Holders Change %
–
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
–
Reduced
–
Closed
–
Calls
$339K
Puts
$2.19M
Net Calls
-$1.85M
Net Calls Change
-$1.85M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$52K +$50.4K +3,900 New
SFS
52
Signator Financial Services
Massachusetts
$51K +$49.1K +3,800 New
1IC
53
1919 Investment Counsel
Maryland
$47K +$44.8K +3,467 New
ECM
54
Estabrook Capital Management
New York
$26.6K +$25.8K +2,000 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$26K +$25.8K +2,000 New
AIG
56
American International Group
New York
$23.9K +$23.2K +1,795 New
PSI
57
Pinnacle Summer Investments
Virginia
$21K +$20.6K +1,596 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$20K +$19K +1,472 New
US Bancorp
59
US Bancorp
Minnesota
$18K +$17.4K +1,350 New
M
60
MOTCO
Texas
$17K +$16.1K +1,245 New
Creative Planning
61
Creative Planning
Kansas
$17K +$16.1K +1,250 New
NES
62
New England Securities
New York
$14K +$13.4K +1,038 New
HCM
63
Horrell Capital Management
Arkansas
$13K +$12.9K +1,000 New
AWMS
64
Advocacy Wealth Management Services
Georgia
$12K +$12K +925 New
Invesco
65
Invesco
Georgia
$7K +$6.59K +510 New
GGPS
66
Gary Goldberg Planning Services
New York
$5K +$5.17K +400 New
MA
67
MUFG Americas
New York
$5K +$5.17K +400 New
AA
68
AlphaMark Advisors
Kentucky
$4K +$3.51K +272 New
CFS
69
Community Financial System
New York
$3K +$2.58K +200 New
PTC
70
Private Trust Company
Ohio
$3K +$2.58K +200 New
TRCT
71
Tower Research Capital (TRC)
New York
$3K +$3.26K +252 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.36K +183 New
Ameriprise
73
Ameriprise
Minnesota
– +$194 +15 New
1 2
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PBT Hedge Fund Activity: Q2 2013 in Review

73 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q2 2013, worth a combined $75.6M.

Buyers outnumbered sellers: 73 funds opened new PBT positions and 0 closed out — a net gain of 73 holders — while 0 added to existing stakes and 0 trimmed.

  • 73 institutional investors held Permian Basin Royalty Trust (PBT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $75.6M of Permian Basin Royalty Trust stock for Q2 2013.
  • 73 funds opened new Permian Basin Royalty Trust positions in Q2 2013 and 0 closed out, a net change of +73 holders.

Based on aggregated 13F filings for Q2 2013.