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PBT

Permian Basin Royalty Trust

66 hedge funds and large institutions have $35M invested in Permian Basin Royalty Trust in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $404K | Put options by funds: $136K

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3% more funds holding

Funds holding: 6466 (+2)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

0.65% less ownership

Funds ownership: 11.41%10.77% (-0.65%)

10% less capital invested

Capital invested by funds: $39M → $35M (-$4.03M)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
16
Closed
6
Calls
$404K
Puts
$136K
Net Calls
+$268K
Net Calls Change
+$271K
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1
Foundation Resource Management
Arkansas
$8.63M -$13.2K -1,900 -0.2%
RA
2
Royce & Associates
New York
$8.42M
HK
3
Horizon Kinetics
New York
$2.59M +$355K +50,953 +16%
Bank of America
4
Bank of America
North Carolina
$2.46M -$15.8K -2,264 -0.6%
LCM
5
Lucas Capital Management
New Jersey
$1.46M -$4.95K -711 -0.3%
APCM
6
Arbiter Partners Capital Management
New York
$1.33M -$2.79M -401,120 -68%
UBS Group
7
UBS Group
Switzerland
$964K -$41.5K -5,953 -4%
Deutsche Bank
8
Deutsche Bank
Germany
$756K +$219K +31,426 +41%
Renaissance Technologies
9
Renaissance Technologies
New York
$755K +$231K +33,100 +44%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$582K +$18.1K +2,600 +3%
MAA
11
Mraz Amerine & Associates
California
$538K
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$526K
ANTB
13
AMG National Trust Bank
Colorado
$467K -$369K -52,990 -44%
Citadel Advisors
14
Citadel Advisors
Florida
$466K -$75K -10,774 -14%
CIA
15
Capital Investment Advisors
Georgia
$442K -$5.48K -787 -1%
Morgan Stanley
16
Morgan Stanley
New York
$426K -$55.9K -8,033 -12%
BFIM
17
Beese Fulmer Investment Management
Ohio
$369K +$6.96K +1,000 +2%
PFS
18
Prospera Financial Services
Texas
$288K
SCM
19
Sterling Capital Management
North Carolina
$268K
Wells Fargo
20
Wells Fargo
California
$255K -$5.25K -754 -2%
Stifel Financial
21
Stifel Financial
Missouri
$253K -$33K -4,740 -12%
Two Sigma Investments
22
Two Sigma Investments
New York
$219K +$219K +31,438 New
William Blair & Company
23
William Blair & Company
Illinois
$178K -$10.4K -1,500 -6%
MFP
24
Michael F. Price
$166K
HC
25
Hawkins Capital
Texas
$156K +$156K +22,400 New

PBT Hedge Fund Activity: Q3 2016 in Review

66 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q3 2016, worth a combined $35M — down 10% from $39M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBT positions and 6 closed out — a net gain of 3 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Horizon Kinetics, adding an estimated $355K. The largest seller was Arbiter Partners Capital Management, cutting an estimated $2.79M.

  • 66 institutional investors held Permian Basin Royalty Trust (PBT) as of Q3 2016, up from 64 in Q2 2016.
  • Funds reported $35M of Permian Basin Royalty Trust stock for Q3 2016, down 10% quarter-over-quarter.
  • 9 funds opened new Permian Basin Royalty Trust positions in Q3 2016 and 6 closed out, a net change of +3 holders.
  • The largest Permian Basin Royalty Trust buyer in Q3 2016 was Horizon Kinetics, an estimated $355K added.
  • The largest Permian Basin Royalty Trust seller in Q3 2016 was Arbiter Partners Capital Management, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2016.