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PVL

Permianville Royalty Trust
PVL

24 hedge funds and large institutions have $5.33M invested in Permianville Royalty Trust in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

191% more call options, than puts

Call options by funds: $32K | Put options by funds: $11K

26% more funds holding

Funds holding: 19 → 24 (+5)

6% more capital invested

Capital invested by funds: $5.01M → $5.33M (+$321K)

8.21% less ownership

Funds ownership: 8.21% → 0% (-8.2%)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
1
Closed
–
Calls
$32K
Puts
$11K
Net Calls
+$21K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$125K
2
CHAM
Clear Harbor Asset Management
Connecticut
+$84.6K
3
PP
Pingora Partners
Wyoming
+$56.8K
4
Citadel Advisors
Citadel Advisors
Florida
+$52.7K
5
KPWS
Kestra Private Wealth Services
Texas
+$38.5K

Top Sellers

Rank Fund Capital Flow
1
Simplex Trading
Simplex Trading
Illinois
-$1.64K
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
1
Ashton Thomas Private Wealth
Arizona
$2.85M +$14.8K +7,890 +0.5%
PP
2
Pingora Partners
Wyoming
$1.65M +$56.8K +30,216 +3%
MGAM
3
McGowan Group Asset Management
Texas
$235K – – –
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$171K +$125K +66,583 +239%
CHAM
5
Clear Harbor Asset Management
Connecticut
$81.5K +$84.6K +45,006 New
Citadel Advisors
6
Citadel Advisors
Florida
$50.7K +$52.7K +28,028 New
CAM
7
Cresset Asset Management
Illinois
$45.5K +$366 +195 +0.8%
KPWS
8
Kestra Private Wealth Services
Texas
$37.1K +$38.5K +20,500 New
Osaic Holdings
9
Osaic Holdings
Arizona
$30K +$133 +71 +0.4%
MML Investors Services
10
MML Investors Services
Massachusetts
$28.7K +$29.8K +15,879 New
Wells Fargo
11
Wells Fargo
California
$27.8K +$4.19K +2,231 +17%
Morgan Stanley
12
Morgan Stanley
New York
$27.2K +$2 +1 +0%
JWCA
13
J.W. Cole Advisors
Florida
$22.7K – – –
MIM
14
Marco Investment Management
Georgia
$21.7K – – –
PAG
15
Private Advisor Group
New Jersey
$18.4K +$11 +6 +0.1%
SPIA
16
Steward Partners Investment Advisory
New York
$11.4K – – –
GWM
17
Geneos Wealth Management
Colorado
$10.1K – – –
CFB
18
Cullen/Frost Bankers
Texas
$6.07K +$51 +27 +0.8%
Simplex Trading
19
Simplex Trading
Illinois
$5K -$1.64K -873 -24%
IA
20
IFP Advisors
Florida
$3.09K – – –
Group One Trading
21
Group One Trading
Illinois
$1.63K +$1.5K +796 +765%
SRCM
22
Signature Resources Capital Management
California
$1.09K – – –
SS
23
Sunbelt Securities
Texas
$595 – – –
UBS Group
24
UBS Group
Switzerland
$60 +$62 +33 New

PVL Hedge Fund Activity: Q3 2025 in Review

24 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Permianville Royalty Trust (PVL) for Q3 2025, worth a combined $5.33M — up 6.4% from $5.01M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PVL positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $125K. The largest seller was Simplex Trading, cutting an estimated $1.64K.

  • 24 institutional investors held Permianville Royalty Trust (PVL) as of Q3 2025, up from 19 in Q2 2025.
  • Funds reported $5.33M of Permianville Royalty Trust stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 5 funds opened new Permianville Royalty Trust positions in Q3 2025 and 0 closed out, a net change of +5 holders.
  • The largest Permianville Royalty Trust buyer in Q3 2025 was Susquehanna International Group, an estimated $125K added.
  • The largest Permianville Royalty Trust seller in Q3 2025 was Simplex Trading, an estimated $1.64K sold.

Based on aggregated 13F filings for Q3 2025.