PBT

Permian Basin Royalty Trust

95 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 funds holding

Funds holding: 9595 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

91% less call options, than puts

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

Holders
95
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 +$4.04M
2 +$3.37M
3 +$1.84M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.64M
5
UBS Group
UBS Group
Switzerland
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$318K
52
$306K
53
$269K
54
$265K
55
$247K
56
$231K
57
$225K
58
$222K
59
$219K
60
$183K
61
$175K
62
$171K
63
$168K
64
$138K
65
$108K
66
$73K
67
$68.7K
68
$44.6K
69
$43.4K
70
$40.3K
71
$33.8K
72
$32.9K
73
$32.6K
74
$27.4K
75
$24.3K