PBT

Permian Basin Royalty Trust

93 hedge funds and large institutions have $357M invested in Permian Basin Royalty Trust in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 9493 (-1)

91% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $25.5M

Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.23M
Puts
$25.5M
Net Calls
Net Calls Change

Top Buyers

1 +$4.73M
2 +$3.94M
3 +$2.16M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.92M
5
UBS Group
UBS Group
Switzerland
+$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
SCS Capital Management
Massachusetts
$318K
Creative Planning
52
Creative Planning
Kansas
$306K
FM
53
Family Management
New York
$269K
AWM
54
Avondale Wealth Management
Texas
$265K
HF
55
HRT Financial
New York
$247K
WA
56
Waverly Advisors
Alabama
$231K
IF
57
Ironwood Financial
Arizona
$225K
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$222K
FFB
59
First Financial Bankshares
Texas
$219K
CAM
60
Clark Asset Management
New Hampshire
$183K
VIA
61
Virtus Investment Advisers
Connecticut
$175K
Russell Investments Group
62
Russell Investments Group
United Kingdom
$171K
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$168K
AUB
64
Atlantic Union Bankshares
Virginia
$138K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$108K
AIM
66
Access Investment Management
Georgia
$73K
NA
67
NewEdge Advisors
Louisiana
$68.7K
GSWM
68
Golden State Wealth Management
California
$44.6K
Osaic Holdings
69
Osaic Holdings
Arizona
$43.4K
FDCP
70
Foster Dykema Cabot & Partners
Massachusetts
$40.3K
LAM
71
Lummis Asset Management
Texas
$33.8K
SRCM
72
Signature Resources Capital Management
California
$32.9K
TRCT
73
Tower Research Capital (TRC)
New York
$32.6K
GWM
74
Geneos Wealth Management
Colorado
$27.4K
AF
75
Alerus Financial
North Dakota
$18.3K