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PVL

Permianville Royalty Trust
PVL

18 hedge funds and large institutions have $1.82M invested in Permianville Royalty Trust in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding

Funds holding: 16 → 18 (+2)

0.93% less ownership

Funds ownership: 6.27% → 5.34% (-0.93%)

35% less capital invested

Capital invested by funds: $2.8M → $1.82M (-$980K)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
5
Closed
–
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$93K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$89.3K
2
UBS Group
UBS Group
Switzerland
+$35.5K
3
CAM
Cresset Asset Management
Illinois
+$31.8K
4
SS
Sunbelt Securities
Texas
+$451
5
Simplex Trading
Simplex Trading
Illinois
+$148

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$448K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$66.7K
3
PP
Pingora Partners
Wyoming
-$33.5K
4
Osaic Holdings
Osaic Holdings
Arizona
-$11.3K
5
Morgan Stanley
Morgan Stanley
New York
-$1
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1
Pingora Partners
Wyoming
$929K -$33.5K -24,400 -3%
Wells Fargo
2
Wells Fargo
California
$587K -$448K -326,498 -37%
Citadel Advisors
3
Citadel Advisors
Florida
$133K +$89.3K +65,076 +104%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$50.1K -$66.7K -48,626 -50%
UBS Group
5
UBS Group
Switzerland
$32.9K +$35.5K +25,873 +445%
CAM
6
Cresset Asset Management
Illinois
$24.1K +$31.8K +23,207 New
Osaic Holdings
7
Osaic Holdings
Arizona
$17.3K -$11.3K -8,240 -33%
Morgan Stanley
8
Morgan Stanley
New York
$15.6K -$1 -1 -0%
GWM
9
Geneos Wealth Management
Colorado
$14.8K – – –
MIM
10
Marco Investment Management
Georgia
$12.4K – – –
CFB
11
Cullen/Frost Bankers
Texas
$3.26K – – –
IA
12
IFP Advisors
Florida
$1.78K – – –
IFAM
13
Institutional & Family Asset Management
Colorado
$827 – – –
TAM
14
Tucker Asset Management
Colorado
$515 – – –
SS
15
Sunbelt Securities
Texas
$342 +$451 +329 New
RFG
16
RFP Financial Group
Georgia
$208 – – –
Group One Trading
17
Group One Trading
Illinois
$3 – – –
Simplex Trading
18
Simplex Trading
Illinois
– +$148 +108 New

PVL Hedge Fund Activity: Q2 2024 in Review

18 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Permianville Royalty Trust (PVL) for Q2 2024, worth a combined $1.82M — down 35% from $2.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PVL positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $89.3K. The largest seller was Wells Fargo, cutting an estimated $448K.

  • 18 institutional investors held Permianville Royalty Trust (PVL) as of Q2 2024, up from 16 in Q1 2024.
  • Funds reported $1.82M of Permianville Royalty Trust stock for Q2 2024, down 35% quarter-over-quarter.
  • 3 funds opened new Permianville Royalty Trust positions in Q2 2024 and 0 closed out, a net change of +3 holders.
  • The largest Permianville Royalty Trust buyer in Q2 2024 was Citadel Advisors, an estimated $89.3K added.
  • The largest Permianville Royalty Trust seller in Q2 2024 was Wells Fargo, an estimated $448K sold.

Based on aggregated 13F filings for Q2 2024.