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PBT

Permian Basin Royalty Trust

96 hedge funds and large institutions have $433M invested in Permian Basin Royalty Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $370K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more capital invested

Capital invested by funds: $346M → $433M (+$86.5M)

0.59% less ownership

Funds ownership: 43.73%43.14% (-0.59%)

7% less funds holding

Funds holding: 10396 (-7)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
8
Increased
26
Reduced
31
Closed
14
Calls
$2.04M
Puts
$370K
Net Calls
+$1.67M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Smartleaf Asset Management
Massachusetts
$21.8K +$19.5K +1,000 New
BIAS
77
Beacon Investment Advisory Services
New Jersey
$21.5K +$19.5K +1,000 New
Simplex Trading
78
Simplex Trading
Illinois
$11.1K -$1.14M -58,513 -99%
WB
79
Webster Bank
Connecticut
$8.97K +$8.12K +417 New
HI
80
Harbour Investments
Wisconsin
$8.33K +$2.04K +105 +37%
MWA
81
Medallion Wealth Advisors
Connecticut
$8.26K
W
82
WealthCollab
Washington
$6.97K -$915 -47 -13%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$6.73K +$5.9K +303 New
SIC
84
SJS Investment Consulting
Ohio
$4.32K -$2.59K -133 -40%
CA
85
CoreCap Advisors
Michigan
$4.3K
FGA
86
Fortis Group Advisors
New Jersey
$4.3K
PP
87
PFS Partners
New Jersey
$4.3K
AssetMark Inc
88
AssetMark Inc
California
$4.3K +$1.13K +58 +41%
IAIM
89
International Assets Investment Management
Florida
$4.1K
SS
90
Sunbelt Securities
Texas
$1.87K
S
91
SignatureFD
Georgia
$1.87K
MCA
92
McGuire Capital Advisors
Oklahoma
$1.01K +$876 +45 +2,250%
TWC
93
TD Waterhouse Canada
Ontario, Canada
$920
FFA
94
Farther Finance Advisors
California
$512
WWM
95
Wolff Wiese Magana
California
$386
Citigroup
96
Citigroup
New York
$215 +$195 +10 New
Citadel Advisors
97
Citadel Advisors
Florida
-$4.57M -234,748 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$2.09M -107,165 Closed
State Street
99
State Street
Massachusetts
-$305K -17,965 Closed
SCM
100
SCS Capital Management
Massachusetts
-$294K -17,295 Closed