PBT

Permian Basin Royalty Trust

95 hedge funds and large institutions have $241M invested in Permian Basin Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

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:

1% more funds holding

Funds holding: 9495 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

91% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $15.3M

Holders
95
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
$1.32M
Puts
$15.3M
Net Calls
Net Calls Change

Top Sellers

1 -$1.14M
2 -$669K
3 -$644K
4
Lazard Asset Management
Lazard Asset Management
New York
-$609K
5
Simplex Trading
Simplex Trading
Illinois
-$567K
Name Holding Trade Value Shares
Change
Change in
Stake
76
$5.76K
77
$5.49K
78
$5.43K
79
$4.85K
80
$4.84K
81
$3.74K
82
$3.74K
83
$3.73K
84
$2.49K
85
$2.49K
86
$2.27K
87
$2K
88
$1.77K
89
$1.25K
90
$1.24K
91
$1.08K
92
$940
93
$748
94
$223
95
$87
96
97
98
99
100