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PBT

Permian Basin Royalty Trust

69 hedge funds and large institutions have $39.9M invested in Permian Basin Royalty Trust in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% less ownership

Funds ownership: 10.5%9.83% (-0.67%)

3% less funds holding

Funds holding: 7169 (-2)

6% less capital invested

Capital invested by funds: $42.6M → $39.9M (-$2.69M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

72% less call options, than puts

Call options by funds: $329K | Put options by funds: $1.17M

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
21
Closed
10
Calls
$329K
Puts
$1.17M
Net Calls
-$838K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1
Foundation Resource Management
Arkansas
$10.5M +$44.8K +5,167 +0.4%
RA
2
Royce & Associates
New York
$8.21M +$28.1K +3,241 +0.3%
HK
3
Horizon Kinetics
New York
$4.3M -$19.1K -2,202 -0.4%
Deutsche Bank
4
Deutsche Bank
Germany
$1.52M -$85.8K -9,900 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.51M -$85.8K -9,900 -5%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$1.18M +$267K +30,840 +29%
Bank of America
7
Bank of America
North Carolina
$1.09M +$4.18K +482 +0.4%
Wells Fargo
8
Wells Fargo
California
$792K +$39K +4,496 +5%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$787K -$23K -2,650 -3%
MAA
10
Mraz Amerine & Associates
California
$651K -$14.7K -1,700 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$643K +$22K +2,534 +4%
HC
12
Hawkins Capital
Texas
$630K
UBS Group
13
UBS Group
Switzerland
$612K -$340K -39,214 -36%
Morgan Stanley
14
Morgan Stanley
New York
$588K +$284K +32,725 +94%
BFIM
15
Beese Fulmer Investment Management
Ohio
$530K +$18.2K +2,100 +4%
Stifel Financial
16
Stifel Financial
Missouri
$517K -$2.23K -258 -0.4%
AZA
17
Arthur Zaske & Associates
Michigan
$475K
Citadel Advisors
18
Citadel Advisors
Florida
$456K -$26.4K -3,043 -5%
CIA
19
Capital Investment Advisors
Georgia
$434K -$10.8K -1,252 -2%
PFS
20
Prospera Financial Services
Texas
$390K +$39K +4,500 +11%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$305K
State Street
22
State Street
Massachusetts
$247K -$5.53K -638 -2%
LPL Financial
23
LPL Financial
California
$240K +$21.9K +2,533 +10%
MFP
24
Michael F. Price
$208K
HW
25
Hancock Whitney
Mississippi
$200K +$18.3K +2,110 +10%

PBT Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q3 2017, worth a combined $39.9M — down 6.3% from $42.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBT and 8 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was Morgan Stanley, adding an estimated $284K. The largest seller was Lucas Capital Management, cutting an estimated $1.84M.

  • 69 institutional investors held Permian Basin Royalty Trust (PBT) as of Q3 2017, down from 71 in Q2 2017.
  • Funds reported $39.9M of Permian Basin Royalty Trust stock for Q3 2017, down 6.3% quarter-over-quarter.
  • 8 funds opened new Permian Basin Royalty Trust positions in Q3 2017 and 10 closed out, a net change of -2 holders.
  • The largest Permian Basin Royalty Trust buyer in Q3 2017 was Morgan Stanley, an estimated $284K added.
  • The largest Permian Basin Royalty Trust seller in Q3 2017 was Lucas Capital Management, an estimated $1.84M sold.

Based on aggregated 13F filings for Q3 2017.