Cross Timbers Royalty Trust
28 hedge funds and large institutions have $8.67M invested in Cross Timbers Royalty Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 0 closing their positions.
47% more funds holding
Funds holding: 19 → 28 (+9)
3% more capital invested
Capital invested by funds: $8.43M → $8.67M (+$248K)
0.6% less ownership
Funds ownership: 10.13% → 9.53% (-0.6%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$227K |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$52K |
| 3 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$37K |
| 4 |
LPL Financial
San Diego,
California
|
+$36.9K |
| 5 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$36.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$604K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$402K |
| 3 |
Morgan Stanley
New York
|
-$37.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$18.7K |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$13K |
CRT Hedge Fund Activity: Q2 2022 in Review
28 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q2 2022, worth a combined $8.67M — up 2.9% from $8.43M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CRT positions and 0 closed out — a net gain of 9 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $227K. The largest seller was Fidelity Investments, cutting an estimated $604K.
- 28 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q2 2022, up from 19 in Q1 2022.
- Funds reported $8.67M of Cross Timbers Royalty Trust stock for Q2 2022, up 2.9% quarter-over-quarter.
- 9 funds opened new Cross Timbers Royalty Trust positions in Q2 2022 and 0 closed out, a net change of +9 holders.
- The largest Cross Timbers Royalty Trust buyer in Q2 2022 was Ameriprise, an estimated $227K added.
- The largest Cross Timbers Royalty Trust seller in Q2 2022 was Fidelity Investments, an estimated $604K sold.
Based on aggregated 13F filings for Q2 2022.