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PBT

Permian Basin Royalty Trust

62 hedge funds and large institutions have $34.8M invested in Permian Basin Royalty Trust in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more call options, than puts

Call options by funds: $101K | Put options by funds: $18K

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

0.09% less ownership

Funds ownership: 12.3%12.21% (-0.09%)

16% less funds holding

Funds holding: 7462 (-12)

25% less capital invested

Capital invested by funds: $46.2M → $34.8M (-$11.4M)

75% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 16

Holders
62
Holders Change
-12
Holders Change %
-16.22%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
16
Closed
16
Calls
$101K
Puts
$18K
Net Calls
+$83K
Net Calls Change
+$178K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$7.9M +$485K +69,634 +6%
FRM
2
Foundation Resource Management
Arkansas
$7.7M +$216K +30,956 +3%
APCM
3
Arbiter Partners Capital Management
New York
$5.9M +$733K +105,192 +12%
Bank of America
4
Bank of America
North Carolina
$3.13M +$253K +36,306 +8%
CIA
5
Capital Investment Advisors
Georgia
$1.13M -$249K -35,760 -16%
LCM
6
Lucas Capital Management
New Jersey
$1.12M +$12K +1,726 +0.9%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$819K +$101K +14,500 +12%
ANTB
8
AMG National Trust Bank
Colorado
$699K -$15.6K -2,244 -2%
Morgan Stanley
9
Morgan Stanley
New York
$686K -$246K -35,349 -24%
Citadel Advisors
10
Citadel Advisors
Florida
$557K -$23.9K -3,426 -4%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$529K -$62K -8,900 -9%
MAA
12
Mraz Amerine & Associates
California
$474K +$13.9K +2,000 +3%
UBS Group
13
UBS Group
Switzerland
$381K +$12.2K +1,750 +3%
Citigroup
14
Citigroup
New York
$321K -$1.63K -234 -0.4%
PFS
15
Prospera Financial Services
Texas
$310K
BFIM
16
Beese Fulmer Investment Management
Ohio
$287K +$4.18K +600 +1%
William Blair & Company
17
William Blair & Company
Illinois
$265K -$8.71K -1,250 -3%
Wells Fargo
18
Wells Fargo
California
$239K -$75.8K -10,869 -22%
Stifel Financial
19
Stifel Financial
Missouri
$220K -$15K -2,146 -6%
CCM
20
Catawba Capital Management
Virginia
$209K -$8.75K -1,255 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$206K +$110K +15,747 +88%
US Bancorp
22
US Bancorp
Minnesota
$142K
DI
23
Diligent Investors
California
$139K -$12.5K -1,800 -8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$129K -$5.26K -754 -3%
FIM
25
Fruth Investment Management
Texas
$121K

PBT Hedge Fund Activity: Q3 2015 in Review

62 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q3 2015, worth a combined $34.8M — down 25% from $46.2M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PBT and 4 opened new positions — a net loss of 12 holders — while 16 trimmed existing stakes and 18 added.

The largest buyer was Arbiter Partners Capital Management, adding an estimated $733K. The largest seller was Deutsche Bank, exiting entirely with an estimated $643K sold.

  • 62 institutional investors held Permian Basin Royalty Trust (PBT) as of Q3 2015, down from 74 in Q2 2015.
  • Funds reported $34.8M of Permian Basin Royalty Trust stock for Q3 2015, down 25% quarter-over-quarter.
  • 4 funds opened new Permian Basin Royalty Trust positions in Q3 2015 and 16 closed out, a net change of -12 holders.
  • The largest Permian Basin Royalty Trust buyer in Q3 2015 was Arbiter Partners Capital Management, an estimated $733K added.
  • The largest Permian Basin Royalty Trust seller in Q3 2015 was Deutsche Bank, an estimated $643K sold.

Based on aggregated 13F filings for Q3 2015.