PVL

Permianville Royalty Trust
PVL

Overview Fund Activity

18 hedge funds and large institutions have $2M invested in Permianville Royalty Trust in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
3
Closed
3
Calls
$14K
Puts
$4K
Net Calls
+$10K
Net Calls Change
+$13K

Top Buyers

1
MGAM
1
McGowan Group Asset Management
Texas
$214K
2
SPIA
2
Steward Partners Investment Advisory
New York
$20K
3
PAG
3
Private Advisor Group
New Jersey
$17K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$79.8K
5
PP
5
Pingora Partners
Wyoming
$1.44M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$107K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$802
4
Osaic Holdings
4
Osaic Holdings
Arizona
$0
5
RFG
5
RFP Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1
Pingora Partners
Wyoming
$1.44M +$1.6K +1,000 +0.1%
MGAM
2
McGowan Group Asset Management
Texas
$214K +$214K +131,931 New
Wells Fargo
3
Wells Fargo
California
$107K -$809K -499,578 -88%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$79.8K +$1.62K +1,000 +2%
CAM
5
Cresset Asset Management
Illinois
$39K +$1.06K +648 +3%
Morgan Stanley
6
Morgan Stanley
New York
$24.3K – – –
GWM
7
Geneos Wealth Management
Colorado
$23.1K – – –
SPIA
8
Steward Partners Investment Advisory
New York
$20K +$20K +12,318 New
MIM
9
Marco Investment Management
Georgia
$19.2K – – –
PAG
10
Private Advisor Group
New Jersey
$17K +$17K +10,626 New
CFB
11
Cullen/Frost Bankers
Texas
$5.23K +$143 +88 +3%
IA
12
IFP Advisors
Florida
$2.77K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1K +$1K +500 New
UBS Group
14
UBS Group
Switzerland
$802 -$50.5K -31,190 -98%
TAM
15
Tucker Asset Management
Colorado
$800 – – –
SS
16
Sunbelt Securities
Texas
$533 – – –
Group One Trading
17
Group One Trading
Illinois
$5 – – –
Citadel Advisors
18
Citadel Advisors
Florida
– -$133K -127,836 Closed
Osaic Holdings
19
Osaic Holdings
Arizona
– -$17.3K -16,600 Closed
RFG
20
RFP Financial Group
Georgia
– -$208 -200 Closed