We are live on ! Find out more
PRT

PermRock Royalty Trust Unit

19 hedge funds and large institutions have $797K invested in PermRock Royalty Trust Unit in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% less ownership

Funds ownership: 2.49%1.98% (-0.5%)

6% less capital invested

Capital invested by funds: $844K → $797K (-$47.2K)

10% less funds holding

Funds holding: 2119 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 4

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$204K
C
2
Certuity
Florida
$182K
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$103K -$31.3K -9,523 -23%
HFS
4
Howard Financial Services
Texas
$95.1K
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$50.7K +$50.4K +15,353 New
CAMG
6
CWA Asset Management Group
Florida
$48.5K
Jane Street
7
Jane Street
New York
$33.7K -$29K -8,820 -46%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17K
AG
9
AmeriFlex Group
Nevada
$16.5K
HWA
10
HHM Wealth Advisors
Tennessee
$14.2K
AUB
11
Atlantic Union Bankshares
Virginia
$11.6K
Barclays
12
Barclays
United Kingdom
$10.6K
UBS Group
13
UBS Group
Switzerland
$5.78K -$1.92K -585 -25%
Morgan Stanley
14
Morgan Stanley
New York
$4.84K
HI
15
Harbour Investments
Wisconsin
$331
Osaic Holdings
16
Osaic Holdings
Arizona
$191 -$7.88K -2,400 -98%
SIS
17
Sound Income Strategies
Florida
$158
Wells Fargo
18
Wells Fargo
California
$3
CIAM
19
Caitong International Asset Management
Hong Kong
$3 +$3 +1 New
Citadel Advisors
20
Citadel Advisors
Florida
-$106K -37,958 Closed
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
-$41.9K -15,000 Closed
Bank of America
22
Bank of America
North Carolina
-$751 -269 Closed