PBT

Permian Basin Royalty Trust

93 hedge funds and large institutions have $148M invested in Permian Basin Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 9693 (-3)

8% less capital invested

Capital invested by funds: $160M → $148M (-$12.2M)

46% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $4.74M

Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.55M
Puts
$4.74M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$138K
VIA
52
Virtus Investment Advisers
Connecticut
$133K
Creative Planning
53
Creative Planning
Kansas
$130K
WA
54
Waverly Advisors
Alabama
$125K
IF
55
Ironwood Financial
Arizona
$122K
Russell Investments Group
56
Russell Investments Group
United Kingdom
$120K
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$119K
FFB
58
First Financial Bankshares
Texas
$119K
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$113K
SWP
60
Stratos Wealth Partners
Ohio
$106K
Bank of America
61
Bank of America
North Carolina
$102K
SSB
62
Sandy Spring Bank
Maryland
$64.7K
SS
63
Sunbelt Securities
Texas
$62.8K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$58.6K
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$53K
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$44.3K
Osaic Holdings
67
Osaic Holdings
Arizona
$26.5K
NA
68
NewEdge Advisors
Louisiana
$24.4K
GSWM
69
Golden State Wealth Management
California
$24.2K
Bessemer Group
70
Bessemer Group
New Jersey
$20K
LAM
71
Lummis Asset Management
Texas
$18.3K
SRCM
72
Signature Resources Capital Management
California
$17.8K
PWA
73
Principia Wealth Advisory
Texas
$12.7K
CCM
74
Coldstream Capital Management
Washington
$9.91K
TRCT
75
Tower Research Capital (TRC)
New York
$9.3K