Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Permianville Rty Tr (PVL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — PVL

Based on 25 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
25 hedge funds hold PVL 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.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

9 buying9 selling
Last quarter: 9 funds bought or added vs 9 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 24% medium 24% new
13 out of 25 hedge funds have held PVL 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 — ~3 new funds/quarter

2 → 4 → 5 → 6 → 3 new funds/Q
New funds entering each quarter: 4 → 5 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 31% newcomers

58% veterans 12% 1-2yr 31% new
Entry-cohort mix of 26 holders: 15 (58%) are 2+ year veterans, 3 entered 1–2 years ago, and 8 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
4 of 25 holders rank in the top 100 by AUM, but together hold only 3% 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.

Institutional Sentiment Summary — PVL

In 2026 Q2, 9 hedge funds were net buyers of PVL (3 opened a new position, 6 added to an existing one), while 9 reduced or exited (6 trimmed, 3 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 25.

Hedge Fund Ownership: PVL

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

Market Analysis: PVL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PVL

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: PVL
25 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 25 -
13F Shares 2M 3M -21.51%
Total Value $4M $6M -28.36%
New Positions 3 6 -3
Increased Positions 7 4 +3
Closed Positions 3 4 -1
Reduced Positions 5 7 -2
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PVL

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:
Top 25 PVL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pingora Partners LLC 1.07% 1,088,873 $1.8M
2 Ashton Thomas Private Wealth, LLC 0.03% 726,581 $1.2M
3 LexAurum Advisors, LLC 0.02% 128,000 $216K
4 Diesslin Group, Inc. 0.02% 27,715 $47K
5 McGowan Group Asset Management, Inc. 0.01% 60,038 $101K
6 Clear Harbor Asset Management, LLC 0.00% 19,386 $33K
7 Marco Investment Management LLC 0.00% 12,000 $20K
8 XTX Topco Ltd 0.00% 36,900 $62K
9 Signature Resources Capital Management, LLC 0.00% 600 $1K
10 HUB Investment Partners, LLC 0.00% 12,397 $21K
11 J.W. Cole Advisors, INC. 0.00% 12,517 $21K
12 Kestra Private Wealth Services, LLC 0.00% 15,500 $26K
13 Cullen/Frost Bankers, INC. 0.00% 3,659 $6K
14 Steward Partners Investment Advisory, LLC 0.00% 6,318 $11K
15 IFP Advisors, Inc 0.00% 1,709 $3K
16 Mml Investors Services, LLC 0.00% 10,903 $18K
17 Osaic Holdings, INC. 0.00% 17,116 $29K
18 Citadel Advisors LLC 0.00% 73,600 $124K
19 Simplex Trading, LLC 0.00% 14,128 $24K
20 Susquehanna International Group, LLP 0.00% 58,770 $99K
21 Citadel Advisors LLC 0.00% 24,489 $41K
22 Caitong International Asset Management Co., Ltd 0.00% 11
23 Wells Fargo & Company/Mn 0.00% 8,601 $15K
24 Group One Trading LLC 0.00% 800 $1K
25 Morgan Stanley 0.00% 16,002 $27K
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 — Permianville Rty Tr (PVL)

What does the Smart Money Trend signal show for PVL?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PVL?

Slight buying edge — 50% buying: Last quarter: 9 funds bought or added vs 9 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PVL holders?

Smaller funds dominant — 3% AUM from top-100: 4 of 25 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PVL?

52% of holders stayed for 2+ years: 13 out of 25 hedge funds have held PVL 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.

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