PermRock Royalty Trust Unit
10 hedge funds and large institutions have $690K invested in PermRock Royalty Trust Unit in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
59% more capital invested
Capital invested by funds: $435K → $690K (+$255K)
43% more funds holding
Funds holding: 7 → 10 (+3)
0.13% more ownership
Funds ownership: 0.51% → 0.64% (+0.13%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OQS
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
+$141K |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
+$106K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$26.2K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$15.2K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$81K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$38K |
| 3 |
VRM
Vectors Research Management
New York
|
-$14K |
PRT Hedge Fund Activity: Q1 2022 in Review
10 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in PermRock Royalty Trust Unit (PRT) for Q1 2022, worth a combined $690K — up 59% from $435K a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PRT positions and 2 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Occudo Quantitative Strategies, opening a new position worth an estimated $141K. The largest seller was Truist Financial, exiting entirely with an estimated $81K sold.
- 10 institutional investors held PermRock Royalty Trust Unit (PRT) as of Q1 2022, up from 7 in Q4 2021.
- Funds reported $690K of PermRock Royalty Trust Unit stock for Q1 2022, up 59% quarter-over-quarter.
- 6 funds opened new PermRock Royalty Trust Unit positions in Q1 2022 and 2 closed out, a net change of +4 holders.
- The largest PermRock Royalty Trust Unit buyer in Q1 2022 was Occudo Quantitative Strategies, an estimated $141K added.
- The largest PermRock Royalty Trust Unit seller in Q1 2022 was Truist Financial, an estimated $81K sold.
Based on aggregated 13F filings for Q1 2022.