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PBT

Permian Basin Royalty Trust

91 hedge funds and large institutions have $74.6M invested in Permian Basin Royalty Trust in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

0.47% less ownership

Funds ownership: 12.27%11.81% (-0.47%)

1% less call options, than puts

Call options by funds: $958K | Put options by funds: $972K

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 9291 (-1)

8% less capital invested

Capital invested by funds: $81.5M → $74.6M (-$6.88M)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
25
Reduced
25
Closed
14
Calls
$958K
Puts
$972K
Net Calls
-$14K
Net Calls Change
+$76K
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1
Foundation Resource Management
Arkansas
$18.7M +$137K +9,760 +0.7%
Bank of America
2
Bank of America
North Carolina
$6.24M -$2.53M -180,109 -28%
MWR
3
McAdams Wright Ragen
Washington
$4.96M +$281K +20,000 +6%
NIM
4
NXG Investment Management
Texas
$3.53M +$3.51M +250,200 +2,502%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.53M -$494K -35,218 -12%
APCM
6
Arbiter Partners Capital Management
New York
$3.33M
CIA
7
Capital Investment Advisors
Georgia
$3.32M +$105K +7,467 +3%
LCM
8
Lucas Capital Management
New Jersey
$3.21M -$1.35M -96,327 -29%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$2.48M -$344K -24,500 -12%
Morgan Stanley
10
Morgan Stanley
New York
$1.78M +$376K +26,801 +26%
Two Sigma Investments
11
Two Sigma Investments
New York
$1.6M -$197K -14,045 -11%
PP
12
Prospector Partners
Connecticut
$1.55M +$56.2K +4,000 +4%
Citadel Advisors
13
Citadel Advisors
Florida
$1.31M -$93K -6,623 -6%
ANTB
14
AMG National Trust Bank
Colorado
$1.19M -$639K -45,497 -34%
U
15
UBS
Switzerland
$1.19M -$60.5K -4,312 -5%
Barclays
16
Barclays
United Kingdom
$1.08M -$315K -22,434 -21%
Wells Fargo
17
Wells Fargo
California
$1.02M +$394K +28,090 +60%
MAA
18
Mraz Amerine & Associates
California
$893K +$107K +7,600 +13%
Deutsche Bank
19
Deutsche Bank
Germany
$831K -$12.5K -892 -1%
Citigroup
20
Citigroup
New York
$728K
BFIM
21
Beese Fulmer Investment Management
Ohio
$707K +$68.8K +4,900 +10%
US Bancorp
22
US Bancorp
Minnesota
$675K -$139K -9,900 -17%
Millennium Management
23
Millennium Management
New York
$629K -$214K -15,218 -25%
PFS
24
Prospera Financial Services
Texas
$611K -$1.71K -122 -0.3%
CCM
25
Catawba Capital Management
Virginia
$591K

PBT Hedge Fund Activity: Q3 2014 in Review

91 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q3 2014, worth a combined $74.6M — down 8.4% from $81.5M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PBT and 13 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 25 added.

The largest buyer was NXG Investment Management, adding an estimated $3.51M. The largest seller was Bank of America, cutting an estimated $2.53M.

  • 91 institutional investors held Permian Basin Royalty Trust (PBT) as of Q3 2014, down from 92 in Q2 2014.
  • Funds reported $74.6M of Permian Basin Royalty Trust stock for Q3 2014, down 8.4% quarter-over-quarter.
  • 13 funds opened new Permian Basin Royalty Trust positions in Q3 2014 and 14 closed out, a net change of -1 holder.
  • The largest Permian Basin Royalty Trust buyer in Q3 2014 was NXG Investment Management, an estimated $3.51M added.
  • The largest Permian Basin Royalty Trust seller in Q3 2014 was Bank of America, an estimated $2.53M sold.

Based on aggregated 13F filings for Q3 2014.