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PRT

PermRock Royalty Trust Unit
PRT

14 hedge funds and large institutions have $1.06M invested in PermRock Royalty Trust Unit in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

14% more capital invested

Capital invested by funds: $928K → $1.06M (+$131K)

0.12% less ownership

Funds ownership: 2.14% → 2.02% (-0.12%)

26% less funds holding

Funds holding: 19 → 14 (-5)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
14
Holders Change
-5
Holders Change %
-26.32%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$58.2K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$48.7K
3
Osaic Holdings
Osaic Holdings
Arizona
+$58
4
Morgan Stanley
Morgan Stanley
New York
+$4

Top Sellers

Rank Fund Capital Flow
1
EGM
Engineers Gate Manager
New York
-$58.1K
2
Millennium Management
Millennium Management
New York
-$35.6K
3
UBS Group
UBS Group
Switzerland
-$33.2K
4
AG
AmeriFlex Group
Nevada
-$10.4K
5
TAM
Tucker Asset Management
Colorado
-$6.88K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$318K – – –
C
2
Certuity
Florida
$237K – – –
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$157K -$4.93K -1,186 -3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$106K +$48.7K +11,736 +91%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$64.5K +$58.2K +14,000 +1,400%
CAMG
6
CWA Asset Management Group
Florida
$62.6K – – –
AG
7
AmeriFlex Group
Nevada
$56.3K -$10.4K -2,500 -16%
HWA
8
HHM Wealth Advisors
Tennessee
$18.4K – – –
Barclays
9
Barclays
United Kingdom
$13.8K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$11.8K +$58 +14 +0.5%
UBS Group
11
UBS Group
Switzerland
$7.12K -$33.2K -7,985 -83%
Morgan Stanley
12
Morgan Stanley
New York
$6.3K +$4 +1 +0.1%
HI
13
Harbour Investments
Wisconsin
$430 – – –
SIS
14
Sound Income Strategies
Florida
$209 – – –
EGM
15
Engineers Gate Manager
New York
– -$58.1K -16,518 Closed
Millennium Management
16
Millennium Management
New York
– -$35.6K -10,124 Closed
TAM
17
Tucker Asset Management
Colorado
– -$6.88K -1,960 Closed
CAM
18
Creekmur Asset Management
Illinois
– -$12 -3 Closed
Wells Fargo
19
Wells Fargo
California
– -$4 -1 Closed

PRT Hedge Fund Activity: Q1 2025 in Review

14 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PermRock Royalty Trust Unit (PRT) for Q1 2025, worth a combined $1.06M — up 14% from $928K a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PRT and 0 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 4 added.

The largest buyer was PNC Financial Services Group, adding an estimated $58.2K. The largest seller was Engineers Gate Manager, exiting entirely with an estimated $58.1K sold.

  • 14 institutional investors held PermRock Royalty Trust Unit (PRT) as of Q1 2025, down from 19 in Q4 2024.
  • Funds reported $1.06M of PermRock Royalty Trust Unit stock for Q1 2025, up 14% quarter-over-quarter.
  • 0 funds opened new PermRock Royalty Trust Unit positions in Q1 2025 and 5 closed out, a net change of -5 holders.
  • The largest PermRock Royalty Trust Unit buyer in Q1 2025 was PNC Financial Services Group, an estimated $58.2K added.
  • The largest PermRock Royalty Trust Unit seller in Q1 2025 was Engineers Gate Manager, an estimated $58.1K sold.

Based on aggregated 13F filings for Q1 2025.