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
↓ -1
Streak
1Q ▼
Buyers last Q
22%

Smart Money Signals — PRT

Based on 19 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PRT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
19 hedge funds hold PRT 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 — +36% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+36% 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.
🔴

Heavy selling pressure — only 22% buying

2 buying7 selling
Last quarter: 7 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

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

47% of holders stayed for 2+ years

47% conviction (2yr+) 32% medium 21% new
9 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.
➡️

Steady discovery — ~2 new funds/quarter

0 → 4 → 2 → 4 → 2 new funds/Q
New funds entering each quarter: 4 → 2 → 4 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 47% veterans vs 21% newcomers

47% veterans 32% 1-2yr 21% new
Entry-cohort mix of 19 holders: 9 (47%) are 2+ year veterans, 6 entered 1–2 years ago, and 4 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
7 of 19 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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 — PRT

In 2026 Q1, 2 hedge funds were net buyers of PRT (2 opened a brand-new position), while 7 reduced or exited (4 trimmed, 3 sold completely) — a 22% buyer ratio, indicating net institutional distribution. 22% of total institutional value in PRT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). 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 · 24d ago
PRT
-0.9%
XLE
+12.3%

PRT outperformed XLE by -13.2% since June 30, 2026.

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
0.0
/ 10
conviction
Hedge Fund Positioning: PRT
2026 Q2 Stats Unlock in 26 days 19 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 19 20 -5.0%
13F Shares 241K 300K -19.7%
Total Value $797K $839K -4.97%
New Positions 2 4 -2
Increased Positions 0 2 -2
Closed Positions 3 0 +3
Reduced Positions 4 3 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PRT

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Financial Highlights

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Certuity, LLC 0.01% 55,000 $182K
2 Howard Financial Services, LTD. 0.01% 28,741 $95K
3 Ameriflex Group, INC. 0.01% 5,000 $16K
4 CWA Asset Management Group, LLC 0.00% 14,665 $49K
5 HHM Wealth Advisors, LLC 0.00% 4,300 $14K
6 Atlantic Union Bankshares Corp 0.00% 3,500 $12K
7 Cetera Investment Advisers 0.00% 15,353 $51K
8 Susquehanna International Group, LLP 0.00% 31,104 $103K
9 Sound Income Strategies, LLC 0.00% 49
10 Harbour Investments, INC. 0.00% 100
11 Jane Street Group, LLC 0.00% 10,203 $34K
12 BlackRock, Inc. 0.00% 61,739 $204K
13 Royal Bank of Canada 0.00% 5,000 $17K
14 Barclays plc 0.00% 3,221 $11K
15 UBS Group AG 0.00% 1,751 $6K
16 Caitong International Asset Management Co., Ltd 0.00% 1
17 Morgan Stanley 0.00% 1,466 $5K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PRT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PRT?

Heavy selling pressure — only 22% buying: Last quarter: 7 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for PRT holders?

Strong quality — 22% AUM from major funds: 7 of 19 holders rank in the top 100 by AUM, accounting for 22% 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?

47% of holders stayed for 2+ years: 9 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?

Since the quarter end (June 30, 2026), PRT has gained -0.9% vs +12.3% 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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