Permianville Royalty Trust
21 hedge funds and large institutions have $3.83M invested in Permianville Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
92% more capital invested
Capital invested by funds: $2M → $3.83M (+$1.83M)
17% more funds holding
Funds holding: 18 → 21 (+3)
4.79% more ownership
Funds ownership: 3.77% → 8.56% (+4.8%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$2.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$63.3K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$30.7K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.3K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.09K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
-$214K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$73.5K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$9.22K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$802 |
PVL Hedge Fund Activity: Q4 2024 in Review
21 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Permianville Royalty Trust (PVL) for Q4 2024, worth a combined $3.83M — up 92% from $2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PVL positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $2.6M. The largest seller was McGowan Group Asset Management, exiting entirely with an estimated $214K sold.
- 21 institutional investors held Permianville Royalty Trust (PVL) as of Q4 2024, up from 18 in Q3 2024.
- Funds reported $3.83M of Permianville Royalty Trust stock for Q4 2024, up 92% quarter-over-quarter.
- 5 funds opened new Permianville Royalty Trust positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest Permianville Royalty Trust buyer in Q4 2024 was Ashton Thomas Private Wealth, an estimated $2.6M added.
- The largest Permianville Royalty Trust seller in Q4 2024 was McGowan Group Asset Management, an estimated $214K sold.
Based on aggregated 13F filings for Q4 2024.