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PBT

Permian Basin Royalty Trust

45 hedge funds and large institutions have $13.4M invested in Permian Basin Royalty Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more capital invested

Capital invested by funds: $7.35M → $13.4M (+$6.08M)

2.34% more ownership

Funds ownership: 6.36%8.7% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

6% less funds holding

Funds holding: 4845 (-3)

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
7
Reduced
14
Closed
10
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SoftVest Advisors
Texas
$5.47M +$3.19M +1,153,737 +231%
FRM
2
Foundation Resource Management
Arkansas
$2.57M -$65.9K -23,805 -3%
HKAM
3
Horizon Kinetics Asset Management
New York
$1.29M +$27K +9,767 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.1M +$3 +1 +0%
MGAM
5
McGowan Group Asset Management
Texas
$363K +$1.33K +480 +0.4%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$333K -$24.1K -8,699 -8%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$308K
LPL Financial
8
LPL Financial
California
$210K -$11.6K -4,189 -6%
State Street
9
State Street
Massachusetts
$191K -$24.6K -8,874 -13%
PFO
10
Pathstone Family Office
New Jersey
$188K +$157K +56,820 New
WWM
11
Western Wealth Management
Colorado
$185K -$16.6K -6,000 -10%
Morgan Stanley
12
Morgan Stanley
New York
$161K -$36.5K -13,185 -21%
BFIM
13
Beese Fulmer Investment Management
Ohio
$146K
CIA
14
Capital Investment Advisors
Georgia
$101K -$3.04K -1,100 -3%
KA
15
Kovack Advisors
Florida
$80K
FIM
16
Fruth Investment Management
Texas
$79K
Ameriprise
17
Ameriprise
Minnesota
$69K +$57.4K +20,720 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$65K -$1.08K -390 -2%
RJA
19
Raymond James & Associates
Florida
$61K +$51.3K +18,550 New
Osaic Holdings
20
Osaic Holdings
Arizona
$56K -$9.84K -3,556 -17%
UBS Group
21
UBS Group
Switzerland
$51K +$9.19K +3,320 +27%
FI
22
FormulaFolio Investments
Michigan
$48K +$40.1K +14,491 New
Creative Planning
23
Creative Planning
Kansas
$46K
MFP
24
Michael F. Price
$46K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$43K -$476 -172 -1%

PBT Hedge Fund Activity: Q4 2020 in Review

45 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q4 2020, worth a combined $13.4M — up 83% from $7.35M a quarter earlier.

Fund positioning in PBT was balanced in Q4 2020: 10 funds opened new positions, 10 closed out, 7 added to existing stakes and 14 trimmed.

The largest buyer was SoftVest Advisors, adding an estimated $3.19M. The largest seller was Foundation Resource Management, cutting an estimated $65.9K.

  • 45 institutional investors held Permian Basin Royalty Trust (PBT) as of Q4 2020, down from 48 in Q3 2020.
  • Funds reported $13.4M of Permian Basin Royalty Trust stock for Q4 2020, up 83% quarter-over-quarter.
  • 10 funds opened new Permian Basin Royalty Trust positions in Q4 2020 and 10 closed out, a net change of 0 holders.
  • The largest Permian Basin Royalty Trust buyer in Q4 2020 was SoftVest Advisors, an estimated $3.19M added.
  • The largest Permian Basin Royalty Trust seller in Q4 2020 was Foundation Resource Management, an estimated $65.9K sold.

Based on aggregated 13F filings for Q4 2020.