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PBT

Permian Basin Royalty Trust

68 hedge funds and large institutions have $28M invested in Permian Basin Royalty Trust in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

8% more funds holding

Funds holding: 6368 (+5)

0.4% less ownership

Funds ownership: 10.63%10.23% (-0.4%)

29% less capital invested

Capital invested by funds: $39.5M → $28M (-$11.5M)

59% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 27

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1
Foundation Resource Management
Arkansas
$6.5M -$138K -19,645 -2%
RA
2
Royce & Associates
New York
$5.2M -$161K -22,886 -3%
HK
3
Horizon Kinetics
New York
$2.77M -$125K -17,690 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.02M +$14 +2 +0%
Deutsche Bank
5
Deutsche Bank
Germany
$1.13M -$394K -56,000 -23%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.13M +$213K +30,199 +19%
MGAM
7
McGowan Group Asset Management
Texas
$923K +$12.8K +1,819 +1%
HFS
8
Howard Financial Services
Texas
$875K +$1.05M +148,473 New
Bank of America
9
Bank of America
North Carolina
$693K -$9.13K -1,296 -1%
Two Sigma Investments
10
Two Sigma Investments
New York
$646K +$771K +109,427 New
Baird Financial Group
11
Baird Financial Group
Wisconsin
$622K -$363K -51,502 -33%
SWM
12
SeaCrest Wealth Management
New York
$485K -$430K -61,084 -43%
MAA
13
Mraz Amerine & Associates
California
$410K
Two Sigma Advisers
14
Two Sigma Advisers
New York
$372K +$104K +14,700 +30%
Morgan Stanley
15
Morgan Stanley
New York
$363K -$50.3K -7,140 -10%
PW
16
Price Wealth
Texas
$335K
BFIM
17
Beese Fulmer Investment Management
Ohio
$332K -$7.75K -1,100 -2%
AG
18
Advisor Group
Arizona
$262K -$24.7K -3,511 -7%
CIA
19
Capital Investment Advisors
Georgia
$236K -$1.58K -225 -0.6%
Stifel Financial
20
Stifel Financial
Missouri
$218K -$29.4K -4,178 -10%
VF
21
Virtu Financial
New York
$180K +$215K +30,587 New
State Street
22
State Street
Massachusetts
$166K +$15.6K +2,220 +9%
KA
23
Kovack Advisors
Florida
$165K -$17.6K -2,500 -8%
HH
24
Hilltop Holdings
Texas
$156K -$18.2K -2,581 -9%
PFS
25
Prospera Financial Services
Texas
$139K -$12.7K -1,800 -7%

PBT Hedge Fund Activity: Q4 2018 in Review

68 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q4 2018, worth a combined $28M — down 29% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PBT positions and 7 closed out — a net gain of 5 holders — while 11 added to existing stakes and 27 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $771K. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $2.13M sold.

  • 68 institutional investors held Permian Basin Royalty Trust (PBT) as of Q4 2018, up from 63 in Q3 2018.
  • Funds reported $28M of Permian Basin Royalty Trust stock for Q4 2018, down 29% quarter-over-quarter.
  • 12 funds opened new Permian Basin Royalty Trust positions in Q4 2018 and 7 closed out, a net change of +5 holders.
  • The largest Permian Basin Royalty Trust buyer in Q4 2018 was Two Sigma Investments, an estimated $771K added.
  • The largest Permian Basin Royalty Trust seller in Q4 2018 was Arrowstreet Capital, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2018.