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PVL

Permianville Royalty Trust
PVL

24 hedge funds and large institutions have $6.61M invested in Permianville Royalty Trust in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5.73% more ownership

Funds ownership: 0% → 5.73% (+5.7%)

80% less call options, than puts

Call options by funds: $29K | Put options by funds: $143K

Holders
24
Holders Change
+24
Holders Change %
–
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
–
Reduced
–
Closed
–
Calls
$29K
Puts
$143K
Net Calls
-$114K
Net Calls Change
-$114K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.51M
2
AI
ArchPoint Investors
Florida
+$1.33M
3
MGAM
McGowan Group Asset Management
Texas
+$938K
4
RJA
Raymond James & Associates
Florida
+$269K
5
HCP
Holt Capital Partners
Texas
+$252K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.47M +$2.51M +706,247 New
AI
2
ArchPoint Investors
Florida
$1.31M +$1.33M +374,859 New
MGAM
3
McGowan Group Asset Management
Texas
$924K +$938K +264,012 New
RJA
4
Raymond James & Associates
Florida
$265K +$269K +75,812 New
HCP
5
Holt Capital Partners
Texas
$245K +$252K +70,980 New
FM
6
Fondren Management
Texas
$239K +$243K +68,262 New
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$198K +$201K +56,500 New
ANBT
8
American National Bank & Trust
Texas
$144K +$146K +41,000 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$136K +$138K +38,800 New
Morgan Stanley
10
Morgan Stanley
New York
$104K +$106K +29,757 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$91K +$92.1K +25,923 New
Group One Trading
12
Group One Trading
Illinois
$87K +$88.5K +24,900 New
UBS Group
13
UBS Group
Switzerland
$80K +$81.1K +22,829 New
MIM
14
Marco Investment Management
Georgia
$55K +$56.9K +16,000 New
ACI
15
AMP Capital Investors
Australia
$48K +$49K +13,800 New
MFP
16
Michael F. Price
$47K +$47.4K +13,342 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$42K +$42.2K +11,872 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$39K +$39.1K +11,000 New
MM
19
Midas Management
New York
$28K +$28.4K +8,000 New
RA
20
RR Advisors
Texas
$28K +$28.4K +8,000 New
LF
21
Lee Financial
Texas
$19K +$19.5K +5,500 New
US Bancorp
22
US Bancorp
Minnesota
$7K +$7.46K +2,100 New
IA
23
IFP Advisors
Florida
$2K +$1.78K +500 New
Barclays
24
Barclays
United Kingdom
– +$78 +22 New

PVL Hedge Fund Activity: Q3 2018 in Review

24 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Permianville Royalty Trust (PVL) for Q3 2018, worth a combined $6.61M.

Buyers outnumbered sellers: 24 funds opened new PVL positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $2.51M.

  • 24 institutional investors held Permianville Royalty Trust (PVL) as of Q3 2018, up from 0 in Q2 2018.
  • Funds reported $6.61M of Permianville Royalty Trust stock for Q3 2018.
  • 24 funds opened new Permianville Royalty Trust positions in Q3 2018 and 0 closed out, a net change of +24 holders.
  • The largest Permianville Royalty Trust buyer in Q3 2018 was Wells Fargo, an estimated $2.51M added.

Based on aggregated 13F filings for Q3 2018.