PBT

Permian Basin Royalty Trust

87 hedge funds and large institutions have $284M invested in Permian Basin Royalty Trust in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

0.53% more ownership

Funds ownership: 28.1%28.62% (+0.53%)

13% less capital invested

Capital invested by funds: $326M → $284M (-$42.6M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.73M
Puts
$7.33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$88.1M
2
$83.9M
3
$14.4M
4
$12.2M
5
$10.2M
6
$10M
7
$7.13M
8
$6.5M
9
$5.34M
10
$4.63M
11
$3.72M
12
$3.04M
13
$3.02M
14
$2.61M
15
$2.33M
16
$2.3M
17
$1.84M
18
$1.47M
19
$1.16M
20
$1.12M
21
$1.02M
22
$921K
23
$909K
24
$878K
25
$787K