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PBT

Permian Basin Royalty Trust

70 hedge funds and large institutions have $81.2M invested in Permian Basin Royalty Trust in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $75.6M → $81.2M (+$5.58M)

1% more call options, than puts

Call options by funds: $1.5M | Put options by funds: $1.48M

0.02% more ownership

Funds ownership: 12.2%12.22% (+0.02%)

4% less funds holding

Funds holding: 7370 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
15
Reduced
24
Closed
11
Calls
$1.5M
Puts
$1.48M
Net Calls
+$18K
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1
Foundation Resource Management
Arkansas
$19.2M +$2.48M +182,966 +16%
Bank of America
2
Bank of America
North Carolina
$16.3M -$26.2K -1,937 -0.2%
LCM
3
Lucas Capital Management
New Jersey
$9.2M +$2.35M +173,380 +37%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.75M +$923K +68,171 +35%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$3.16M -$218K -16,100 -7%
Deutsche Bank
6
Deutsche Bank
Germany
$3.12M -$474K -34,993 -14%
I2I
7
Insight 2811 Inc
Illinois
$2.52M -$54.7K -4,039 -2%
Morgan Stanley
8
Morgan Stanley
New York
$2.52M +$8.49K +627 +0.4%
Citadel Advisors
9
Citadel Advisors
Florida
$2.28M +$507K +37,443 +31%
ANTB
10
AMG National Trust Bank
Colorado
$2.13M -$659K -48,714 -25%
Two Sigma Investments
11
Two Sigma Investments
New York
$2.03M -$73.6K -5,441 -4%
Barclays
12
Barclays
United Kingdom
$1.62M +$1.16M +85,610 +285%
U
13
UBS
Switzerland
$1.45M -$998K -73,728 -42%
Wells Fargo
14
Wells Fargo
California
$971K -$40.9K -3,020 -4%
TC
15
TFS Capital
Pennsylvania
$881K +$246K +18,186 +42%
PFS
16
Prospera Financial Services
Texas
$763K -$10.2K -750 -1%
Citigroup
17
Citigroup
New York
$760K -$3.38K -250 -0.5%
Renaissance Technologies
18
Renaissance Technologies
New York
$687K -$1.74M -128,700 -73%
CCM
19
Catawba Capital Management
Virginia
$614K
JWBC
20
J.W. Burns & Co
New York
$594K -$10.5K -775 -2%
MAA
21
Mraz Amerine & Associates
California
$489K +$20.3K +1,500 +5%
SNC
22
Stifel Nicolaus & Co
Missouri
$434K +$8.12K +600 +2%
SWA
23
SFMG Wealth Advisors
Texas
$416K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$411K -$55K -4,066 -12%
FMP
25
Financial Management Professionals
Texas
$309K

PBT Hedge Fund Activity: Q3 2013 in Review

70 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q3 2013, worth a combined $81.2M — up 7.4% from $75.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PBT and 8 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 15 added.

The largest buyer was Foundation Resource Management, adding an estimated $2.48M. The largest seller was Renaissance Technologies, cutting an estimated $1.74M.

  • 70 institutional investors held Permian Basin Royalty Trust (PBT) as of Q3 2013, down from 73 in Q2 2013.
  • Funds reported $81.2M of Permian Basin Royalty Trust stock for Q3 2013, up 7.4% quarter-over-quarter.
  • 8 funds opened new Permian Basin Royalty Trust positions in Q3 2013 and 11 closed out, a net change of -3 holders.
  • The largest Permian Basin Royalty Trust buyer in Q3 2013 was Foundation Resource Management, an estimated $2.48M added.
  • The largest Permian Basin Royalty Trust seller in Q3 2013 was Renaissance Technologies, an estimated $1.74M sold.

Based on aggregated 13F filings for Q3 2013.