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PBT

Permian Basin Royalty Trust

63 hedge funds and large institutions have $32.4M invested in Permian Basin Royalty Trust in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more call options, than puts

Call options by funds: $54K | Put options by funds: $3K

22% more capital invested

Capital invested by funds: $26.6M → $32.4M (+$5.76M)

0% less ownership

Funds ownership: 11.28%11.28% (-0%)

3% less funds holding

Funds holding: 6563 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
21
Closed
10
Calls
$54K
Puts
$3K
Net Calls
+$51K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1
Foundation Resource Management
Arkansas
$7.57M +$138K +25,003 +2%
RA
2
Royce & Associates
New York
$7.44M
APCM
3
Arbiter Partners Capital Management
New York
$6.41M +$414K +75,111 +8%
Bank of America
4
Bank of America
North Carolina
$2.19M -$86.3K -15,652 -4%
LCM
5
Lucas Capital Management
New Jersey
$1.06M -$67.6K -12,255 -7%
ANTB
6
AMG National Trust Bank
Colorado
$867K -$17.3K -3,134 -2%
UBS Group
7
UBS Group
Switzerland
$698K +$231K +41,947 +59%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$521K +$28.1K +5,100 +6%
Citadel Advisors
9
Citadel Advisors
Florida
$489K -$17K -3,092 -4%
MAA
10
Mraz Amerine & Associates
California
$475K -$2.76K -500 -0.6%
Morgan Stanley
11
Morgan Stanley
New York
$465K -$9.38K -1,701 -2%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$464K +$416K +75,400 New
CIA
13
Capital Investment Advisors
Georgia
$436K -$375K -67,941 -49%
BFIM
14
Beese Fulmer Investment Management
Ohio
$318K +$5.51K +1,000 +2%
Wells Fargo
15
Wells Fargo
California
$276K +$11.5K +2,093 +5%
Millennium Management
16
Millennium Management
New York
$275K +$133K +24,144 +118%
Stifel Financial
17
Stifel Financial
Missouri
$260K -$4.8K -870 -2%
PFS
18
Prospera Financial Services
Texas
$254K -$11K -2,000 -5%
SCM
19
Sterling Capital Management
North Carolina
$201K +$180K +32,700 New
MFP
20
Michael F. Price
$147K
CCM
21
Catawba Capital Management
Virginia
$145K
William Blair & Company
22
William Blair & Company
Illinois
$135K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$129K +$259 +47 +0.2%
FIM
24
Fruth Investment Management
Texas
$122K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$115K +$11.6K +2,103 +13%

PBT Hedge Fund Activity: Q1 2016 in Review

63 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q1 2016, worth a combined $32.4M — up 22% from $26.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBT and 9 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 16 added.

The largest buyer was California Public Employees Retirement System, opening a new position worth an estimated $416K. The largest seller was Capital Investment Advisors, cutting an estimated $375K.

  • 63 institutional investors held Permian Basin Royalty Trust (PBT) as of Q1 2016, down from 65 in Q4 2015.
  • Funds reported $32.4M of Permian Basin Royalty Trust stock for Q1 2016, up 22% quarter-over-quarter.
  • 9 funds opened new Permian Basin Royalty Trust positions in Q1 2016 and 10 closed out, a net change of -1 holder.
  • The largest Permian Basin Royalty Trust buyer in Q1 2016 was California Public Employees Retirement System, an estimated $416K added.
  • The largest Permian Basin Royalty Trust seller in Q1 2016 was Capital Investment Advisors, an estimated $375K sold.

Based on aggregated 13F filings for Q1 2016.