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PVL

Permianville Royalty Trust

21 hedge funds and large institutions have $4.54M invested in Permianville Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more call options, than puts

Call options by funds: $48K | Put options by funds: $10K

19% more capital invested

Capital invested by funds: $3.83M → $4.54M (+$712K)

0.25% more ownership

Funds ownership: 8.56%8.81% (+0.25%)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
4
Closed
4
Calls
$48K
Puts
$10K
Net Calls
+$38K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
1
Ashton Thomas Private Wealth
Arizona
$2.53M -$108K -72,664 -4%
PP
2
Pingora Partners
Wyoming
$1.41M
MGAM
3
McGowan Group Asset Management
Texas
$203K +$192K +129,686 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$78.5K -$59.7K -40,268 -45%
CAM
5
Cresset Asset Management
Illinois
$38.5K
Simplex Trading
6
Simplex Trading
Illinois
$35K +$29.4K +19,807 +744%
Osaic Holdings
7
Osaic Holdings
Arizona
$31.6K +$24K +16,150 +408%
Mariner
8
Mariner
Kansas
$31.2K +$10 +7 +0%
GCP
9
GSA Capital Partners
United Kingdom
$27K +$26.1K +17,570 New
Wells Fargo
10
Wells Fargo
California
$24.9K -$3.05K -2,059 -11%
Morgan Stanley
11
Morgan Stanley
New York
$23.5K
JWCA
12
J.W. Cole Advisors
Florida
$19.6K +$18.6K +12,517 New
GWM
13
Geneos Wealth Management
Colorado
$19.5K -$2.74K -1,845 -13%
MIM
14
Marco Investment Management
Georgia
$18.7K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$17K +$15.7K +10,558 New
PAG
16
Private Advisor Group
New Jersey
$16.6K
SPIA
17
Steward Partners Investment Advisory
New York
$9.89K
CFB
18
Cullen/Frost Bankers
Texas
$5.18K
IA
19
IFP Advisors
Florida
$2.67K
SRCM
20
Signature Resources Capital Management
California
$936
SS
21
Sunbelt Securities
Texas
$515
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$10K -7,200 Closed
Bank of America
23
Bank of America
North Carolina
-$816 -600 Closed
TAM
24
Tucker Asset Management
Colorado
-$675 -500 Closed
Group One Trading
25
Group One Trading
Illinois
-$4 -3 Closed

PVL Hedge Fund Activity: Q1 2025 in Review

21 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Permianville Royalty Trust (PVL) for Q1 2025, worth a combined $4.54M — up 19% from $3.83M a quarter earlier.

Fund positioning in PVL was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 4 trimmed.

The largest buyer was McGowan Group Asset Management, opening a new position worth an estimated $192K. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $108K.

  • 21 institutional investors held Permianville Royalty Trust (PVL) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $4.54M of Permianville Royalty Trust stock for Q1 2025, up 19% quarter-over-quarter.
  • 4 funds opened new Permianville Royalty Trust positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest Permianville Royalty Trust buyer in Q1 2025 was McGowan Group Asset Management, an estimated $192K added.
  • The largest Permianville Royalty Trust seller in Q1 2025 was Ashton Thomas Private Wealth, an estimated $108K sold.

Based on aggregated 13F filings for Q1 2025.