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PBT

Permian Basin Royalty Trust

65 hedge funds and large institutions have $45.4M invested in Permian Basin Royalty Trust in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $659K | Put options by funds: $339K

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $42.6M → $45.4M (+$2.78M)

2% more funds holding

Funds holding: 6465 (+1)

0.22% less ownership

Funds ownership: 10.31%10.09% (-0.22%)

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
22
Closed
5
Calls
$659K
Puts
$339K
Net Calls
+$320K
Net Calls Change
+$414K
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1
Foundation Resource Management
Arkansas
$10.8M +$285K +30,690 +3%
RA
2
Royce & Associates
New York
$8.84M
HK
3
Horizon Kinetics
New York
$4.74M -$26.5K -2,851 -0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.53M +$1.16M +125,243 +91%
Deutsche Bank
5
Deutsche Bank
Germany
$1.97M -$74.2K -7,980 -4%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$1.85M -$134K -14,438 -7%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.74M -$63K -6,773 -4%
Morgan Stanley
8
Morgan Stanley
New York
$1.51M -$83.4K -8,969 -5%
SWM
9
SeaCrest Wealth Management
New York
$1.35M +$13.4K +1,440 +1%
Bank of America
10
Bank of America
North Carolina
$1.17M -$9.45K -1,017 -0.8%
MGAM
11
McGowan Group Asset Management
Texas
$836K +$134K +14,440 +20%
MAA
12
Mraz Amerine & Associates
California
$711K -$9.3K -1,000 -1%
BFIM
13
Beese Fulmer Investment Management
Ohio
$573K
Two Sigma Advisers
14
Two Sigma Advisers
New York
$565K -$175K -18,800 -24%
PW
15
Price Wealth
Texas
$548K +$528K +56,820 New
Stifel Financial
16
Stifel Financial
Missouri
$514K -$62.4K -6,715 -11%
CIA
17
Capital Investment Advisors
Georgia
$423K -$13K -1,400 -3%
AG
18
Advisor Group
Arizona
$309K +$40.1K +4,309 +16%
PFS
19
Prospera Financial Services
Texas
$301K -$78.1K -8,400 -21%
KA
20
Kovack Advisors
Florida
$290K
Millennium Management
21
Millennium Management
New York
$285K -$125K -13,466 -31%
State Street
22
State Street
Massachusetts
$266K -$55.4K -5,963 -18%
Two Sigma Investments
23
Two Sigma Investments
New York
$239K +$59.6K +6,410 +35%
MFP
24
Michael F. Price
$230K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$205K +$3.14K +338 +2%

PBT Hedge Fund Activity: Q1 2018 in Review

65 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q1 2018, worth a combined $45.4M — up 6.5% from $42.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBT positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 22 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.16M. The largest seller was Citadel Advisors, cutting an estimated $776K.

  • 65 institutional investors held Permian Basin Royalty Trust (PBT) as of Q1 2018, up from 64 in Q4 2017.
  • Funds reported $45.4M of Permian Basin Royalty Trust stock for Q1 2018, up 6.5% quarter-over-quarter.
  • 7 funds opened new Permian Basin Royalty Trust positions in Q1 2018 and 5 closed out, a net change of +2 holders.
  • The largest Permian Basin Royalty Trust buyer in Q1 2018 was Fidelity Investments, an estimated $1.16M added.
  • The largest Permian Basin Royalty Trust seller in Q1 2018 was Citadel Advisors, an estimated $776K sold.

Based on aggregated 13F filings for Q1 2018.