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PBT

Permian Basin Royalty Trust

86 hedge funds and large institutions have $326M invested in Permian Basin Royalty Trust in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

41% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $2.1M

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more funds holding

Funds holding: 8286 (+4)

2% more capital invested

Capital invested by funds: $321M → $326M (+$5.39M)

0.18% less ownership

Funds ownership: 28.28%28.1% (-0.18%)

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.35%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
12
Increased
31
Reduced
22
Closed
8
Calls
$2.97M
Puts
$2.1M
Net Calls
+$869K
Net Calls Change
+$8.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SoftVest Advisors
Texas
$103M
HKAM
2
Horizon Kinetics Asset Management
New York
$99.6M -$1.1M -44,662 -1%
FRM
3
Foundation Resource Management
Arkansas
$17.1M -$53K -2,145 -0.3%
UBS Group
4
UBS Group
Switzerland
$11.8M -$1.67M -67,429 -12%
HP
5
Hosking Partners
United Kingdom
$11.1M +$853K +34,545 +8%
SIC
6
Schwartz Investment Counsel
Michigan
$11M
MRI
7
Mad River Investors
Massachusetts
$8.09M +$64.8K +2,624 +0.8%
Morgan Stanley
8
Morgan Stanley
New York
$7.57M +$635K +25,695 +9%
Wells Fargo
9
Wells Fargo
California
$5.92M +$1.04M +42,118 +22%
MC
10
Moors & Cabot
Massachusetts
$4.95M +$120K +4,852 +3%
BPA
11
Beacon Pointe Advisors
California
$4.4M +$1.51M +61,260 +53%
LPL Financial
12
LPL Financial
California
$4.18M +$1.96M +79,360 +90%
SC
13
Sinecera Capital
Texas
$3.06M +$2.17K +88 +0.1%
PFO
14
Pathstone Family Office
New Jersey
$2.73M
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$2.63M
SMP
16
Santa Monica Partners
Florida
$2.16M
CAL
17
Capital Analysts LLC
Pennsylvania
$1.85M -$978K -39,595 -35%
RJA
18
Raymond James & Associates
Florida
$1.77M +$85.7K +3,472 +5%
AA
19
Advisory Alpha
Michigan
$1.59M +$1.57M +63,611 New
AWP
20
Atlas Wealth Partners
Pennsylvania
$1.5M +$1.58M +64,143 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.44M -$67.4K -2,730 -5%
EFS
22
Essex Financial Services
Connecticut
$1.42M -$4.3M -174,253 -75%
RFA
23
Resurgent Financial Advisors
Georgia
$1.2M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$922K +$26.4K +1,067 +3%
BFIM
25
Beese Fulmer Investment Management
Ohio
$919K -$66K -2,672 -7%

PBT Hedge Fund Activity: Q2 2023 in Review

86 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q2 2023, worth a combined $326M — up 1.7% from $321M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PBT positions and 8 closed out — a net gain of 4 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.96M. The largest seller was Essex Financial Services, cutting an estimated $4.3M.

  • 86 institutional investors held Permian Basin Royalty Trust (PBT) as of Q2 2023, up from 82 in Q1 2023.
  • Funds reported $326M of Permian Basin Royalty Trust stock for Q2 2023, up 1.7% quarter-over-quarter.
  • 12 funds opened new Permian Basin Royalty Trust positions in Q2 2023 and 8 closed out, a net change of +4 holders.
  • The largest Permian Basin Royalty Trust buyer in Q2 2023 was LPL Financial, an estimated $1.96M added.
  • The largest Permian Basin Royalty Trust seller in Q2 2023 was Essex Financial Services, an estimated $4.3M sold.

Based on aggregated 13F filings for Q2 2023.