PBT

Permian Basin Royalty Trust
PBT

Overview Fund Activity

69 hedge funds and large institutions have $39.9M invested in Permian Basin Royalty Trust in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
21
Closed
10
Calls
$329K
Puts
$1.17M
Net Calls
-$838K
Net Calls Change
+$1.57M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$588K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.18M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$169K
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$89K
5
FRM
5
Foundation Resource Management
Arkansas
$10.5M

Top Sellers

1
LCM
1
Lucas Capital Management
New Jersey
$188K
2
UBS Group
2
UBS Group
Switzerland
$612K
3
Millennium Management
3
Millennium Management
New York
$0
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
– – -2,400 Closed
MSFP
77
Mark Sheptoff Financial Planning
Connecticut
– – -1,575 Closed
PG
78
PEAK6 Group
Illinois
– – -100 Closed
HNB
79
Huntington National Bank
Ohio
$0 100 – –
HHAM
80
HITE Hedge Asset Management
Massachusetts
– – – –
VFA
81
Valeo Financial Advisors
Indiana
– – – –
1 2 3
4