PBT

Permian Basin Royalty Trust
PBT

Overview Fund Activity

96 hedge funds and large institutions have $160M invested in Permian Basin Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
30
Reduced
20
Closed
9
Calls
$4.26M
Puts
$4.72M
Net Calls
-$454K
Net Calls Change
+$1.61M

Top Buyers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$43.7M
2
Wells Fargo
2
Wells Fargo
California
$2.59M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.62M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.44M
5
PA
5
Promethium Advisors
Maryland
$997K

Top Sellers

1
SMP
1
Santa Monica Partners
Florida
$0
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
UBS Group
3
UBS Group
Switzerland
$663K
4
MRI
4
Mad River Investors
Massachusetts
$2.73M
5
Group One Trading
5
Group One Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCM
101
Fourpath Capital Management
Oklahoma
– – -9,271 Closed
IAIM
102
International Assets Investment Management
Florida
– – -8,323 Closed
Comerica Bank
103
Comerica Bank
Texas
– – -501 Closed
CFO
104
CVA Family Office
Colorado
– – -463 Closed
Fidelity Investments
105
Fidelity Investments
Massachusetts
– – -400 Closed
CFGS
106
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5