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PBT

Permian Basin Royalty Trust

82 hedge funds and large institutions have $78.8M invested in Permian Basin Royalty Trust in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

17% more funds holding

Funds holding: 7082 (+12)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0.95% more ownership

Funds ownership: 12.22%13.17% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $81.2M → $78.8M (-$2.36M)

60% less call options, than puts

Call options by funds: $688K | Put options by funds: $1.71M

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
19
Reduced
18
Closed
8
Calls
$688K
Puts
$1.71M
Net Calls
-$1.02M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1
Foundation Resource Management
Arkansas
$17.9M +$581K +40,840 +3%
Bank of America
2
Bank of America
North Carolina
$14.6M -$74.1K -5,204 -0.5%
LCM
3
Lucas Capital Management
New Jersey
$8.3M -$3.2K -225 -0%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.4M +$1.12M +78,667 +30%
CIA
5
Capital Investment Advisors
Georgia
$2.94M +$3.25M +228,553 New
Citadel Advisors
6
Citadel Advisors
Florida
$2.61M +$614K +43,116 +27%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$2.49M -$400K -28,100 -13%
Two Sigma Investments
8
Two Sigma Investments
New York
$1.89M +$59.8K +4,203 +3%
Morgan Stanley
9
Morgan Stanley
New York
$1.83M -$498K -34,988 -20%
ANTB
10
AMG National Trust Bank
Colorado
$1.81M -$116K -8,143 -5%
Barclays
11
Barclays
United Kingdom
$1.67M +$334K +23,436 +20%
Deutsche Bank
12
Deutsche Bank
Germany
$1.52M -$1.44M -100,860 -46%
PP
13
Prospector Partners
Connecticut
$1.29M +$1.42M +100,000 New
U
14
UBS
Switzerland
$1.07M -$260K -18,277 -18%
MWR
15
McAdams Wright Ragen
Washington
$993K +$1.1M +77,229 New
Wells Fargo
16
Wells Fargo
California
$774K -$113K -7,968 -12%
MAA
17
Mraz Amerine & Associates
California
$731K +$320K +22,500 +66%
GAM
18
Gotham Asset Management
New York
$719K +$796K +55,897 New
Citigroup
19
Citigroup
New York
$710K +$26.7K +1,875 +4%
PFS
20
Prospera Financial Services
Texas
$627K -$62.6K -4,400 -8%
OC
21
Oppenheimer & Co
New York
$612K +$430K +30,217 +174%
CCS
22
Crosspoint Capital Strategies
California
$588K +$641K +45,000 New
CCM
23
Catawba Capital Management
Virginia
$554K
JWBC
24
J.W. Burns & Co
New York
$448K -$97.9K -6,875 -16%
Millennium Management
25
Millennium Management
New York
$436K +$482K +33,891 New

PBT Hedge Fund Activity: Q4 2013 in Review

82 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q4 2013, worth a combined $78.8M — down 2.9% from $81.2M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PBT positions and 8 closed out — a net gain of 15 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Prospector Partners, opening a new position worth an estimated $1.42M. The largest seller was Insight 2811 Inc, exiting entirely with an estimated $2.52M sold.

  • 82 institutional investors held Permian Basin Royalty Trust (PBT) as of Q4 2013, up from 70 in Q3 2013.
  • Funds reported $78.8M of Permian Basin Royalty Trust stock for Q4 2013, down 2.9% quarter-over-quarter.
  • 23 funds opened new Permian Basin Royalty Trust positions in Q4 2013 and 8 closed out, a net change of +15 holders.
  • The largest Permian Basin Royalty Trust buyer in Q4 2013 was Prospector Partners, an estimated $1.42M added.
  • The largest Permian Basin Royalty Trust seller in Q4 2013 was Insight 2811 Inc, an estimated $2.52M sold.

Based on aggregated 13F filings for Q4 2013.