PVL

Permianville Royalty Trust
PVL

Overview Fund Activity

28 hedge funds and large institutions have $5.7M invested in Permianville Royalty Trust in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
7
Reduced
5
Closed
4
Calls
$488K
Puts
$39K
Net Calls
+$449K
Net Calls Change
+$243K

Top Buyers

1
EFS
1
Essex Financial Services
Connecticut
$196K
2
Citadel Advisors
2
Citadel Advisors
Florida
$277K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$68K
4
Morgan Stanley
4
Morgan Stanley
New York
$76.2K
5
CFB
5
Cullen/Frost Bankers
Texas
$8.9K

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$0
2
JCG
2
John C. Goff
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$87K
4
OQS
4
Occudo Quantitative Strategies
Florida
$0
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
26
RFP Financial Group
Georgia
$670 +$670 +200 New
UBS Group
27
UBS Group
Switzerland
$392 -$20.4K -6,083 -98%
SPIA
28
Steward Partners Investment Advisory
New York
$261 – – –
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
– -$773K -232,817 Closed
JCG
30
John C. Goff
– -$413K -125,186 Closed
OQS
31
Occudo Quantitative Strategies
Florida
– -$69K -20,652 Closed
SSA
32
Schonfeld Strategic Advisors
New York
– -$52K -15,500 Closed
1
2