PermRock Royalty Trust Unit
PRT
17 hedge funds and large institutions have $892K invested in PermRock Royalty Trust Unit in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
21% more funds holding
Funds holding: 14 → 17 (+3)
3% more capital invested
Capital invested by funds: $867K → $892K (+$25.4K)
0.18% more ownership
Funds ownership: 1.7% → 1.88% (+0.18%)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$88.9K |
| 2 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
+$22.9K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$19.7K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$1.28K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$544 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$41.5K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.31K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.57K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.19K |
| 5 |
CAM
Creekmur Asset Management
Morton,
Illinois
|
-$777 |
PRT Hedge Fund Activity: Q2 2024 in Review
17 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PermRock Royalty Trust Unit (PRT) for Q2 2024, worth a combined $892K — up 2.9% from $867K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PRT positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 7 trimmed.
The largest buyer was BlackRock, adding an estimated $88.9K. The largest seller was Susquehanna International Group, cutting an estimated $41.5K.
- 17 institutional investors held PermRock Royalty Trust Unit (PRT) as of Q2 2024, up from 14 in Q1 2024.
- Funds reported $892K of PermRock Royalty Trust Unit stock for Q2 2024, up 2.9% quarter-over-quarter.
- 4 funds opened new PermRock Royalty Trust Unit positions in Q2 2024 and 1 closed out, a net change of +3 holders.
- The largest PermRock Royalty Trust Unit buyer in Q2 2024 was BlackRock, an estimated $88.9K added.
- The largest PermRock Royalty Trust Unit seller in Q2 2024 was Susquehanna International Group, an estimated $41.5K sold.
Based on aggregated 13F filings for Q2 2024.