Permianville Royalty Trust
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.
250% more call options, than puts
Call options by funds: $14K | Put options by funds: $4K
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
0% more funds holding
Funds holding: 18 → 18 (0)
1.57% less ownership
Funds ownership: 5.34% → 3.77% (-1.6%)
76% less capital inflows, than outflows
Capital inflows: $248K | Capital outflows: $1.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
McGowan Group Asset Management
Dallas,
Texas
|
+$207K |
| 2 |
Steward Partners Investment Advisory
New York
|
+$19.3K |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
+$16.7K |
| 4 |
PP
Pingora Partners
Wilson,
Wyoming
|
+$1.57K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$784K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$201K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$49K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.3K |
| 5 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
-$208 |
PVL Hedge Fund Activity: Q3 2024 in Review
18 of the 6,986 institutional investors tracked by Wall St. Rank reported a position in Permianville Royalty Trust (PVL) for Q3 2024, worth a combined $2M — up 9.6% from $1.82M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PVL positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was McGowan Group Asset Management, opening a new position worth an estimated $207K. The largest seller was Wells Fargo, cutting an estimated $784K.
- 18 institutional investors held Permianville Royalty Trust (PVL) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $2M of Permianville Royalty Trust stock for Q3 2024, up 9.6% quarter-over-quarter.
- 4 funds opened new Permianville Royalty Trust positions in Q3 2024 and 3 closed out, a net change of +1 holder.
- The largest Permianville Royalty Trust buyer in Q3 2024 was McGowan Group Asset Management, an estimated $207K added.
- The largest Permianville Royalty Trust seller in Q3 2024 was Wells Fargo, an estimated $784K sold.
Based on aggregated 13F filings for Q3 2024.