PBT

Permian Basin Royalty Trust

67 hedge funds and large institutions have $27.2M invested in Permian Basin Royalty Trust in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
20
Closed
9
Calls
$61K
Puts
Net Calls
+$61K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Shares
Change %
RE
51
RBC Europe
United Kingdom
$13.6K
SF
52
Synovus Financial
Georgia
$12K
QT
53
Quantamental Technologies
New York
$9K -$643 -100 -7%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$9K
SPIA
55
Steward Partners Investment Advisory
New York
$9K +$9K +1,580 New
AF
56
Advisornet Financial
Minnesota
$8K +$7.79K +1,200 +3,750%
CAL
57
Capital Analysts LLC
Pennsylvania
$7K
TRCT
58
Tower Research Capital (TRC)
New York
$6K +$6K +1,016 New
Barclays
59
Barclays
United Kingdom
$5K +$3.86K +608 +340%
RCAG
60
Rehmann Capital Advisory Group
Michigan
$4.59K -$1.97K -323 -30%
NFG
61
Next Financial Group
Texas
$4K
EWM
62
Edge Wealth Management
New York
$3K
CTC
63
Central Trust Company
Missouri
$3K +$3K +500 New
Simplex Trading
64
Simplex Trading
Illinois
$1K -$368 -67 -27%
FHA
65
Flagship Harbor Advisors
Massachusetts
$1K
EWM
66
Executive Wealth Management
Michigan
$1K +$13 +3 +1%
GT
67
Glenmede Trust
Pennsylvania
$30
HFS
68
Howard Financial Services
Texas
-$1.12M -148,473 Closed
PFS
69
Prospera Financial Services
Texas
-$177K -23,500 Closed
RJA
70
Raymond James & Associates
Florida
-$89K -11,761 Closed
William Blair & Company
71
William Blair & Company
Illinois
-$75K -10,000 Closed
AIM
72
Anchor Investment Management
South Carolina
-$26.5K -3,520 Closed
WAM
73
Wealthspire Advisors (Maryland)
Maryland
-$7K -975 Closed
ASN
74
Advisory Services Network
Georgia
-$7K -875 Closed
RFC
75
Regions Financial Corp
Alabama
-$5K -648 Closed