PBT

Permian Basin Royalty Trust

81 hedge funds and large institutions have $78.7M invested in Permian Basin Royalty Trust in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 8281 (-1)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

54% less call options, than puts

Call options by funds: $331K | Put options by funds: $720K

Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$331K
Puts
$720K
Net Calls
Net Calls Change

Top Sellers

1 -$6.5M
2 -$862K
3 -$718K
4
Morgan Stanley
Morgan Stanley
New York
-$581K
5
U
UBS
Switzerland
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
51
$155K
52
$145K
53
$143K
54
$125K
55
$116K
56
$66K
57
$66K
58
$42K
59
$26.4K
60
$19K
61
$17K
62
$14K
63
$13.5K
64
$11K
65
$10K
66
$10K
67
$7.92K
68
$7K
69
$6K
70
$5K
71
$4K
72
$4K
73
$3K
74
$3K
75
$3K