PBT

Permian Basin Royalty Trust
PBT

Overview Fund Activity

45 hedge funds and large institutions have $13.4M invested in Permian Basin Royalty Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
7
Reduced
14
Closed
10
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$64K

Top Buyers

1
SA
1
SoftVest Advisors
Texas
$5.47M
2
PFO
2
Pathstone Family Office
New Jersey
$188K
3
Ameriprise
3
Ameriprise
Minnesota
$69K
4
RJA
4
Raymond James & Associates
Florida
$61K
5
FI
5
FormulaFolio Investments
Michigan
$48K

Top Sellers

1
FRM
1
Foundation Resource Management
Arkansas
$2.57M
2
IAN
2
Integrated Advisors Network
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$161K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
51
Optimum Investment Advisors
Illinois
– -$5K -2,000 Closed
ASN
52
Advisory Services Network
Georgia
– -$1K -500 Closed
HCA
53
Horan Capital Advisors
Ohio
– -$1K -375 Closed
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