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PVL

Permianville Royalty Trust

27 hedge funds and large institutions have $5.45M invested in Permianville Royalty Trust in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $3.16M → $5.45M (+$2.3M)

0.16% less ownership

Funds ownership: 5.08%4.92% (-0.16%)

13% less funds holding

Funds holding: 3127 (-4)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $60K

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
6
Closed
5
Calls
Puts
$60K
Net Calls
-$60K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.49M -$180K -67,892 -8%
MGAM
2
McGowan Group Asset Management
Texas
$950K +$22.4K +8,450 +3%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$299K
RJA
4
Raymond James & Associates
Florida
$234K -$14.4K -5,412 -7%
HCP
5
Holt Capital Partners
Texas
$231K
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$188K
AI
7
ArchPoint Investors
Florida
$160K
HNB
8
Huntington National Bank
Ohio
$133K +$106K +40,000 New
VF
9
Virtu Financial
New York
$101K +$50.5K +19,021 +169%
Morgan Stanley
10
Morgan Stanley
New York
$92K +$2.59K +974 +4%
SWM
11
SeaCrest Wealth Management
New York
$86K
Group One Trading
12
Group One Trading
Illinois
$83K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$77K -$16.4K -6,175 -21%
ACI
14
AMP Capital Investors
Australia
$47K
MIM
15
Marco Investment Management
Georgia
$40K
RIA
16
Regal Investment Advisors
Michigan
$40K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$37K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$35K +$1.32K +497 +5%
Simplex Trading
19
Simplex Trading
Illinois
$29K +$23.5K +8,843 +68,023%
MM
20
Midas Management
New York
$27K
Bank of America
21
Bank of America
North Carolina
$25K
RFC
22
Regions Financial Corp
Alabama
$19K
LF
23
Lee Financial
Texas
$18K
AG
24
Advisor Group
Arizona
$7K
TRCT
25
Tower Research Capital (TRC)
New York
$2K -$5.85K -2,203 -80%

PVL Hedge Fund Activity: Q1 2019 in Review

27 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Permianville Royalty Trust (PVL) for Q1 2019, worth a combined $5.45M — up 73% from $3.16M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PVL and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was Huntington National Bank, opening a new position worth an estimated $106K. The largest seller was Wells Fargo, cutting an estimated $180K.

  • 27 institutional investors held Permianville Royalty Trust (PVL) as of Q1 2019, down from 31 in Q4 2018.
  • Funds reported $5.45M of Permianville Royalty Trust stock for Q1 2019, up 73% quarter-over-quarter.
  • 1 fund opened new Permianville Royalty Trust positions in Q1 2019 and 5 closed out, a net change of -4 holders.
  • The largest Permianville Royalty Trust buyer in Q1 2019 was Huntington National Bank, an estimated $106K added.
  • The largest Permianville Royalty Trust seller in Q1 2019 was Wells Fargo, an estimated $180K sold.

Based on aggregated 13F filings for Q1 2019.