Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PERMIAN BASIN RTY TR (PBT)

103 + Investors. Track Smart Money conviction in PBT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — PBT

Based on 98 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PBT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
98 hedge funds hold PBT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

44 buying27 selling
Last quarter: 44 funds were net buyers (14 opened a brand new position + 30 added to an existing one). Only 27 were sellers (20 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 16 → 11 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 17% medium ■ 27% new
55 out of 98 hedge funds have held PBT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~14 new funds/quarter

17 → 10 → 16 → 11 → 14 new funds/Q
New funds entering each quarter: 10 → 16 → 11 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 10% 1-2yr ■ 27% new
Of 103 current holders: 65 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
11 of 98 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PBT

How many hedge funds hold PBT — quarterly history vs. share price
Quarterly hedge fund ownership of PBT vs. share price

Market Analysis: PBT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PBT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: PBT
2026 Q1 Stats Unlock in 11 days 103 + Investors

Track Smart Money conviction in PBT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 103 96 7.29%
13F Shares 21M 21M 1.71%
Total Value $355M $374M -5.34%
New Positions 14 11 +3
Increased Positions 35 44 -9
Closed Positions 7 12 -5
Reduced Positions 31 26 +5
Total Calls 2 2 -
Total Puts 3 3 -
PUT/CALL Ratio 1.5 1.5 Bearish

Statistics: PBT

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

103 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PBT. Verified SEC 13F-HR filings.

Top 25 institutional holders of PBT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MAD RIVER INVESTORS 7.77% 1,003,140 $21.6M
2 MSRH, LLC 4.53% 239,040 $4.1M
3 Atlas Wealth Partners, LLC 1.80% 81,144 $1.7M
4 FOUNDATION RESOURCE MANAGEMENT INC 1.53% 630,207 $13.6M
5 PROMETHIUM ADVISORS,LLC 0.76% 68,298 $1.5M
6 SCHWARTZ INVESTMENT COUNSEL INC 0.71% 933,719 $20.1M
7 BWM Planning, LLC 0.59% 104,397 $2.2M
8 Moors & Cabot, Inc. 0.54% 588,642 $12.7M
9 Avondale Wealth Management 0.52% 49,250 $1.1M
10 MOR Wealth Management, LLC 0.52% 52,534 $1.1M
11 Hosking Partners LLP 0.22% 280,292 $6.0M
12 Fruth Investment Management 0.14% 25,400 —
13 SteelPeak Wealth, LLC 0.13% 191,103 $4.1M
14 EagleClaw Capital Managment, LLC 0.11% 35,450 $763K
15 Essex Financial Services, Inc. 0.07% 57,477 $1.2M
16 Ironwood Financial, llc 0.05% 12,300 $265K
17 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.04% 29,617 $638K
18 SteelPeak Wealth, LLC 0.03% 44,000 $947K
19 Clark Asset Management, LLC 0.02% 10,000 $215K
20 Signature Resources Capital Management, LLC 0.02% 1,800 $39K
21 Welch Group, LLC 0.02% 19,298 $415K
22 KINGSWOOD WEALTH ADVISORS, LLC 0.01% 12,439 $268K
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 268,985 $5.8M
24 Capital Investment Advisors, LLC 0.01% 18,367 $395K
25 Golden State Wealth Management, LLC 0.01% 2,446 $53K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PERMIAN BASIN RTY TR (PBT)

What does the Smart Money Trend signal show for PBT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PBT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PBT?

More buyers than sellers — 62% buying: Last quarter: 44 funds were net buyers (14 opened a brand new position + 30 added to an existing one). Only 27 were sellers (20 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PBT holders?

Smaller funds dominant — 5% AUM from top-100: 11 of 98 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PBT?

56% of holders stayed for 2+ years: 55 out of 98 hedge funds have held PBT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.