PBT

Permian Basin Royalty Trust
PBT

Overview Fund Activity

96 hedge funds and large institutions have $160M invested in Permian Basin Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
30
Reduced
20
Closed
9
Calls
$4.26M
Puts
$4.72M
Net Calls
-$454K
Net Calls Change
+$1.61M

Top Buyers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$43.7M
2
Wells Fargo
2
Wells Fargo
California
$2.59M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.62M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.44M
5
PA
5
Promethium Advisors
Maryland
$997K

Top Sellers

1
SMP
1
Santa Monica Partners
Florida
$0
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
UBS Group
3
UBS Group
Switzerland
$663K
4
MRI
4
Mad River Investors
Massachusetts
$2.73M
5
Group One Trading
5
Group One Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SA
1
SoftVest Advisors
Texas
$49.1M 4,429,695 – –
HKAM
2
Horizon Kinetics Asset Management
New York
$43.7M 3,946,083 +261,819 +7%
SIC
3
Schwartz Investment Counsel
Michigan
$15.3M 1,386,902 -15,500 -1%
FRM
4
Foundation Resource Management
Arkansas
$7.34M 662,541 -6,793 -1%
MC
5
Moors & Cabot
Massachusetts
$6.58M 594,221 +59,070 +11%
HP
6
Hosking Partners
United Kingdom
$3.41M 307,551 +67,858 +28%
LPL Financial
7
LPL Financial
California
$3.24M 292,045 +20,496 +8%
MRI
8
Mad River Investors
Massachusetts
$2.73M 246,293 -30,089 -11%
Wells Fargo
9
Wells Fargo
California
$2.59M 233,493 +158,403 +211%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.44M 220,527 +102,568 +87%
Morgan Stanley
11
Morgan Stanley
New York
$1.62M 145,944 +117,271 +409%
BPA
12
Beacon Pointe Advisors
California
$1.53M 138,924 +41,167 +42%
OIAM
13
OFI Invest Asset Management
France
$1.33M 124,017 +124,017 New
Lido Advisors
14
Lido Advisors
California
$1.27M 114,642 +60,926 +113%
BP
15
BWM Planning
Texas
$1.16M 104,397 +672 +0.6%
PA
16
Promethium Advisors
Maryland
$997K 90,032 +90,032 New
CAL
17
Capital Analysts LLC
Pennsylvania
$863K 77,918 +500 +0.6%
Citadel Advisors
18
Citadel Advisors
Florida
$763K 68,882 +14,570 +27%
AWP
19
Atlas Wealth Partners
Pennsylvania
$730K 66,098 +2,542 +4%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$699K 63,052 +809 +1%
EFS
21
Essex Financial Services
Connecticut
$675K 60,926 +1 +0%
UBS Group
22
UBS Group
Switzerland
$663K 59,829 -32,522 -35%
Lazard Asset Management
23
Lazard Asset Management
New York
$623K 56,268 +56,268 New
Raymond James Financial
24
Raymond James Financial
Florida
$622K 56,180 +56,180 New
GM
25
GeoWealth Management
Illinois
$550K 49,947 +9,176 +23%
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