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PBT
Permian Basin Royalty Trust
103 hedge funds and large institutions have $346M invested in Permian Basin Royalty Trust in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
58% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 19
8% more funds holding
Funds holding: 95 → 103 (+8)
1.79% more ownership
Funds ownership: 41.94% → 43.73% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $357M → $346M (-$10.5M)
91% less call options, than puts
Call options by funds: $1.55M | Put options by funds: $17.1M
Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
30
Reduced
19
Closed
7
Calls
$1.55M
Puts
$17.1M
Net Calls
-$15.6M
Net Calls Change
+$7.65M
Top Buyers
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$3.5M |
| 2 |
Jane Street
New York
|
+$1.9M |
| 3 |
HKAM
Horizon Kinetics Asset Management
New York
|
+$1.59M |
| 4 |
Morgan Stanley
New York
|
+$1.41M |
| 5 |
HF
HRT Financial
New York
|
+$1.31M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
101
Farther Finance Advisors
San Francisco,
California
| $425 | – | – | – |
|
|
WWM
102
Wolff Wiese Magana
Carslbad,
California
| $305 | – | – | – |
|
|
MCA
103
McGuire Capital Advisors
Bethany,
Oklahoma
| $34 | +$36 | +2 | New |
|
104
Bessemer Group
Woodbridge,
New Jersey
| – | -$1.75M | -96,021 | Closed |
|
|
KI
105
Kapitalo Investimentos
Sao Paulo,
Brazil
| – | -$560K | -30,677 | Closed |
|
|
VIA
106
Virtus Investment Advisers
Hartford,
Connecticut
| – | -$175K | -9,597 | Closed |
|
|
FDCP
107
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| – | -$40.3K | -2,193 | Closed |
|
|
MCM
108
Manchester Capital Management
Manchester,
Vermont
| – | -$16.2K | -890 | Closed |
|
|
GRP
109
Global Retirement Partners
San Rafael,
California
| – | -$3.65K | -200 | Closed |
|
|
ACM
110
Anfield Capital Management
Irvine,
California
| – | -$128 | -7 | Closed |
|