PBT

Permian Basin Royalty Trust
PBT

Overview Fund Activity

49 hedge funds and large institutions have $17.6M invested in Permian Basin Royalty Trust in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
12
Reduced
14
Closed
3
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$1K

Top Buyers

1
SA
SoftVest Advisors
Texas
+$928K
2
CAL
Capital Analysts LLC
Pennsylvania
+$630K
3
Morgan Stanley
Morgan Stanley
New York
+$298K
4
Citadel Advisors
Citadel Advisors
Florida
+$58K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$55.9K

Top Sellers

1
HKAM
Horizon Kinetics Asset Management
New York
-$204K
2
State Street
State Street
Massachusetts
-$191K
3
FRM
Foundation Resource Management
Arkansas
-$63.9K
4
FI
FormulaFolio Investments
Michigan
-$53.7K
5
Osaic Holdings
Osaic Holdings
Arizona
-$47.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
MUFG Americas
New York
– -$4K -1,066 Closed
AWG
52
Altus Wealth Group
Colorado
– -$1K -300 Closed
1 2
3