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
↑ +2
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — PVL

Based on 25 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PVL 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
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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

10 buying11 selling
Last quarter: 11 funds reduced or exited vs 10 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

48% conviction (2yr+) 12% medium 40% new
12 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 — ~6 new funds/quarter

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

Deep conviction — 52% of holders stayed 2+ years

52% veterans 8% 1-2yr 40% new
Of 25 current holders: 13 (52%) 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 — 7% AUM from top-100

7% from top-100 AUM funds
5 of 25 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 10 hedge funds were net buyers of PVL (6 opened a new position, 4 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +2 funds (more new holders than closures). 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

-- --

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

Is It Too Late to Buy PERMIANVILLE RTY TR (PVL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PVL has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 72d ago
PVL
nan%
XLE
-6.3%

PVL outperformed XLE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 27d ago
PVL
nan%
XLE
-3.4%

Since the filing became public, PVL outperformed XLE by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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 Q1) Prior (2025 Q4) Change
Funds Holding 25 23 8.7%
13F Shares 3M 3M -4.84%
Total Value $6M $6M -4.26%
New Positions 6 4 +2
Increased Positions 4 10 -6
Closed Positions 4 5 -1
Reduced Positions 7 2 +5
Total Calls 1 0 100%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PVL

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Financial Highlights

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Institutional Holders (2026 Q1)

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 institutional holders of PVL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pingora Partners LLC 1.19% 1,085,184 $2.0M
2 Ashton Thomas Private Wealth, LLC 0.06% 1,448,012 $2.7M
3 McGowan Group Asset Management, Inc. 0.03% 127,543 $236K
4 Diesslin Group, Inc. 0.02% 27,715 $51K
5 Davis Wealth Advisors, LLC 0.02% 10,176 $19K
6 Clear Harbor Asset Management, LLC 0.01% 41,386 $77K
7 MARCO INVESTMENT MANAGEMENT LLC 0.00% 12,000 $22K
8 J.W. COLE ADVISORS, INC. 0.00% 12,517 $23K
9 HUB Investment Partners, LLC 0.00% 12,397 $23K
10 Signature Resources Capital Management, LLC 0.00% 600 $1K
11 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 15,500 $29K
12 ACADIAN ASSET MANAGEMENT LLC 0.00% 49,513
13 CULLEN/FROST BANKERS, INC. 0.00% 3,594 $7K
14 IFP Advisors, Inc 0.00% 1,709 $3K
15 Steward Partners Investment Advisory, LLC 0.00% 6,318 $12K
16 MML INVESTORS SERVICES, LLC 0.00% 10,711 $20K
17 CITADEL ADVISORS LLC 0.00% 84,900 $157K
18 OSAIC HOLDINGS, INC. 0.00% 9,000 $17K
19 JANE STREET GROUP, LLC 0.00% 44,254 $82K
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 49,782 $92K
21 WELLS FARGO & COMPANY/MN 0.00% 10,132 $19K
22 Caitong International Asset Management Co., Ltd 0.00% 10
23 GROUP ONE TRADING LLC 0.00% 800 $1K
24 MORGAN STANLEY 0.00% 16,002 $30K
25 Rockefeller Capital Management L.P. 0.00% 401
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PVL 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 PVL?

More sellers than buyers — 48% buying: Last quarter: 11 funds reduced or exited vs 10 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PVL holders?

Smaller funds dominant — 7% AUM from top-100: 5 of 25 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PVL?

48% of holders stayed for 2+ years: 12 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.

Is it too late to buy PERMIANVILLE RTY TR (PVL) following the 2026 Q1 hedge fund 13F filings?

As of today, PVL has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.4% for the XLE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PVL has gained nan% vs -6.3% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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