We are live on
!
Find out more
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: 3 → 4 (+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: 103 → 96 (-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
Top Buyers
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$4.41M |
| 2 |
HKAM
Horizon Kinetics Asset Management
New York
|
+$3.74M |
| 3 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$3.72M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$2.19M |
| 5 |
HF
HRT Financial
New York
|
+$1.63M |
Top Sellers
| 1 |
Jane Street
New York
|
-$6.74M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.57M |
| 3 |
Group One Trading
Chicago,
Illinois
|
-$3.12M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.09M |
| 5 |
HP
Hosking Partners
London,
United Kingdom
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Creative Planning
Overland Park,
Kansas
| – | -$241K | -14,208 | Closed |
|
|
XT
102
XTX Topco
George Town,
Cayman Islands
| – | -$230K | -13,541 | Closed |
|
|
KAS
103
Kestra Advisory Services
Austin,
Texas
| – | -$27.7K | -1,634 | Closed |
|
|
CIAM
104
Caitong International Asset Management
Hong Kong
| – | -$23.5K | -1,385 | Closed |
|
|
EBA
105
Eagle Bay Advisors
New York
| – | -$22K | -1,292 | Closed |
|
|
AF
106
Alerus Financial
Grand Forks,
North Dakota
| – | -$17K | -1,000 | Closed |
|
|
GAFA
107
Garton & Associates Financial Advisors
Louisville,
Kentucky
| – | -$10.5K | -617 | Closed |
|
|
CTB
108
Country Trust Bank
Bloomington,
Illinois
| – | -$5.09K | -300 | Closed |
|
|
WW
109
Winnow Wealth
Waco,
Texas
| – | -$2.29K | -135 | Closed |
|
110
BlackRock
New York
| – | -$849 | -50 | Closed |
|