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PBT

Permian Basin Royalty Trust

77 hedge funds and large institutions have $189M invested in Permian Basin Royalty Trust in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

26% more funds holding

Funds holding: 6177 (+16)

9% more capital invested

Capital invested by funds: $173M → $189M (+$15.7M)

2.39% more ownership

Funds ownership: 22.47%24.86% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

59% less call options, than puts

Call options by funds: $4.07M | Put options by funds: $9.81M

Holders
77
Holders Change
+16
Holders Change %
+26.23%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
19
Reduced
15
Closed
4
Calls
$4.07M
Puts
$9.81M
Net Calls
-$5.74M
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SoftVest Advisors
Texas
$67.1M
HKAM
2
Horizon Kinetics Asset Management
New York
$50.2M +$17.1M +985,353 +47%
FRM
3
Foundation Resource Management
Arkansas
$11.3M -$96.4K -5,540 -0.8%
HP
4
Hosking Partners
United Kingdom
$6.56M +$3.32M +190,637 +90%
MRI
5
Mad River Investors
Massachusetts
$5.45M +$131K +7,522 +2%
Group One Trading
6
Group One Trading
Illinois
$4.87M -$4.5M -258,599 -46%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$4.05M -$2.04M -116,995 -32%
UBS Group
8
UBS Group
Switzerland
$3.91M +$3.83M +220,421 +1,167%
EFS
9
Essex Financial Services
Connecticut
$3.74M -$895K -51,470 -18%
RWA
10
RGT Wealth Advisors
Texas
$3.44M
CAL
11
Capital Analysts LLC
Pennsylvania
$2.65M +$18.8K +1,080 +0.7%
PFO
12
Pathstone Family Office
New Jersey
$2.6M +$1.78M +102,380 +180%
SC
13
Sinecera Capital
Texas
$2.01M +$9.95K +572 +0.5%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$1.8M -$112K -6,450 -6%
Simplex Trading
15
Simplex Trading
Illinois
$1.58M +$346K +19,864 +26%
Morgan Stanley
16
Morgan Stanley
New York
$1.53M -$232K -13,327 -12%
SMP
17
Santa Monica Partners
Florida
$1.41M +$1.5M +86,500 New
LPL Financial
18
LPL Financial
California
$1.41M +$1.29K +74 +0.1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.16M +$46.4K +2,665 +4%
MC
20
Moors & Cabot
Massachusetts
$1M +$1.07M +61,500 New
RFA
21
Resurgent Financial Advisors
Georgia
$784K
Wells Fargo
22
Wells Fargo
California
$760K +$605K +34,781 +296%
BFIM
23
Beese Fulmer Investment Management
Ohio
$683K
Osaic Holdings
24
Osaic Holdings
Arizona
$617K -$10.2K -586 -2%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$610K -$1.06M -61,216 -62%

PBT Hedge Fund Activity: Q3 2022 in Review

77 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q3 2022, worth a combined $189M — up 9% from $173M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PBT positions and 4 closed out — a net gain of 17 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Horizon Kinetics Asset Management, adding an estimated $17.1M. The largest seller was Group One Trading, cutting an estimated $4.5M.

  • 77 institutional investors held Permian Basin Royalty Trust (PBT) as of Q3 2022, up from 61 in Q2 2022.
  • Funds reported $189M of Permian Basin Royalty Trust stock for Q3 2022, up 9% quarter-over-quarter.
  • 21 funds opened new Permian Basin Royalty Trust positions in Q3 2022 and 4 closed out, a net change of +17 holders.
  • The largest Permian Basin Royalty Trust buyer in Q3 2022 was Horizon Kinetics Asset Management, an estimated $17.1M added.
  • The largest Permian Basin Royalty Trust seller in Q3 2022 was Group One Trading, an estimated $4.5M sold.

Based on aggregated 13F filings for Q3 2022.