PBT

Permian Basin Royalty Trust

92 hedge funds and large institutions have $81.5M invested in Permian Basin Royalty Trust in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

12% less call options, than puts

Call options by funds: $635K | Put options by funds: $725K

23% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$635K
Puts
$725K
Net Calls
Net Calls Change

Top Buyers

1 +$3.5M
2 +$722K
3 +$718K
4
U
UBS
Switzerland
+$680K
5
Renaissance Technologies
Renaissance Technologies
New York
+$570K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$19.5M
2
$9.11M
3
$4.92M
4
$4.75M
5
$4.2M
6
$3.5M
7
$3.38M
8
$2.95M
9
$1.89M
10
$1.88M
11
$1.57M
12
$1.49M
13
$1.47M
14
$1.47M
15
$1.31M
16
$1.15M
17
$885K
18
$877K
19
$850K
20
$829K
21
$764K
22
$752K
23
$673K
24
$670K
25
$643K