Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Permrock Royalty Trust (PRT)

19 + Investors. Track Smart Money conviction in PRT. 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
43%

Smart Money Signals — PRT

Based on 19 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
19 funds currently hold this stock — 90% of the 3.0-year high of 21 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+27% 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.
🟠

More sellers than buyers — 43% buying

6 buying8 selling
Last quarter: 8 funds reduced or exited vs 6 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 — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 2 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 26% medium 21% new
10 out of 19 hedge funds have held PRT 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.
💎

Buying through price weakness — shares +61%, value +9%

Value
+9%
Shares
+60%
Last quarter: funds added +61% more shares while total portfolio value only changed +9%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

4 → 2 → 5 → 2 → 3 new funds/Q
New funds entering each quarter: 2 → 5 → 2 → 3. PRT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 53% veterans vs 26% newcomers

53% veterans 21% 1-2yr 26% new
Entry-cohort mix of 19 holders: 10 (53%) are 2+ year veterans, 4 entered 1–2 years ago, and 5 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
7 of 19 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — PRT

In 2026 Q2, 6 hedge funds were net buyers of PRT (3 opened a new position, 3 added to an existing one), while 8 reduced or exited (5 trimmed, 3 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 21% of total institutional value in PRT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 19.

Hedge Fund Ownership: PRT

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

Market Analysis: PRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PRT

-- --

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

Is It Too Late to Buy Permrock Royalty Trust (PRT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PRT has moved relative to its sector benchmark (XLE) since the 2026 Q2 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 June 30, 2026 · 79d ago
PRT
-8.9%
XLE
+20.6%

PRT outperformed XLE by -29.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 34d ago
PRT
-5.9%
XLE
+3.4%

Since the filing became public, PRT outperformed XLE by -9.3% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: PRT
19 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 19 19 -
13F Shares 388K 241K 60.84%
Total Value $869K $797K 9.02%
New Positions 3 2 +1
Increased Positions 3 0 +3
Closed Positions 3 3 -
Reduced Positions 5 4 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PRT

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Institutional Holders (2026 Q2)

19 + investors

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

QUARTER:
Top 19 PRT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saber Capital Managment, LLC 0.22% 143,576 $322K
2 Certuity, LLC 0.01% 55,000 $123K
3 Ameriflex Group, INC. 0.00% 3,500 $8K
4 CWA Asset Management Group, LLC 0.00% 14,665 $33K
5 HHM Wealth Advisors, LLC 0.00% 4,300 $10K
6 XTX Topco Ltd 0.00% 29,048 $65K
7 Atlantic Union Bankshares Corp 0.00% 3,500 $8K
8 Cetera Investment Advisers 0.00% 14,453 $32K
9 Susquehanna International Group, LLP 0.00% 39,504 $88K
10 Citadel Advisors LLC 0.00% 14,675 $33K
11 Harbour Investments, INC. 0.00% 100
12 BlackRock, Inc. 0.00% 55,405 $124K
13 Royal Bank of Canada 0.00% 5,000 $11K
14 Barclays plc 0.00% 1,970 $4K
15 Caitong International Asset Management Co., Ltd 0.00% 2
16 UBS Group AG 0.00% 1,819 $4K
17 Morgan Stanley 0.00% 1,465 $3K
18 Osaic Holdings, INC. 0.00% 58
19 Wells Fargo & Company/Mn 0.00% 1
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 — Permrock Royalty Trust (PRT)

What does the Smart Money Trend signal show for PRT?

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 PRT?

More sellers than buyers — 43% buying: Last quarter: 8 funds reduced or exited vs 6 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 PRT holders?

Strong quality — 21% AUM from major funds: 7 of 19 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PRT?

53% of holders stayed for 2+ years: 10 out of 19 hedge funds have held PRT 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 Permrock Royalty Trust (PRT) following the 2026 Q2 hedge fund 13F filings?

As of today, PRT has moved -5.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.4% for the XLE sector ETF — an outperformance of -9.3%. Since the quarter end (June 30, 2026), PRT has gained -8.9% vs +20.6% 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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