PBT
Permian Basin Royalty Trust
PBT
PBT
94 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
Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
30
Reduced
20
Closed
16
Calls
$1.32M
Puts
$15.3M
Net Calls
-$14M
Net Calls Change
-$11.8M
Top Buyers
| 1 |
SA
SoftVest Advisors
Abilene,
Texas
|
+$22.1M |
| 2 |
HKAM
Horizon Kinetics Asset Management
New York
|
+$21.3M |
| 3 |
MRI
Mad River Investors
Boston,
Massachusetts
|
+$5.14M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.53M |
| 5 |
Group One Trading
Chicago,
Illinois
|
+$2.26M |
Top Sellers
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$1.14M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$784K |
| 3 |
PA
Promethium Advisors
Bethesda,
Maryland
|
-$755K |
| 4 |
Lazard Asset Management
New York
|
-$708K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$662K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
PI
101
PFG Investments
Woodbury,
New York
| – | -$139K | -14,070 | Closed |
|
|
CCM
102
Coldstream Capital Management
Bellevue,
Washington
| – | -$9.91K | -1,000 | Closed |
|
|
SWM
103
Spire Wealth Management
Mclean,
Virginia
| – | -$7.4K | -750 | Closed |
|
|
WW
104
Winnow Wealth
Waco,
Texas
| – | -$5.59K | -565 | Closed |
|
|
VWM
105
Vermillion Wealth Management
Rosemount,
Minnesota
| – | -$5.01K | -508 | Closed |
|
106
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$862 | -87 | Closed |
|
|
CA
107
Clearstead Advisors
Cleveland,
Ohio
| – | -$857 | -86 | Closed |
|
|
BTD
108
BankPlus Trust Department
Jackson,
Mississippi
| – | -$119 | -12 | Closed |
|
109
BlackRock
New York
| – | -$50 | -5 | Closed |
|
110
Fidelity Investments
Boston,
Massachusetts
| – | -$28 | -3 | Closed |
|