Cross Timbers Royalty Trust
23 hedge funds and large institutions have $9.99M invested in Cross Timbers Royalty Trust in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
15% more capital invested
Capital invested by funds: $8.67M → $9.99M (+$1.31M)
0.84% less ownership
Funds ownership: 9.53% → 8.69% (-0.84%)
18% less funds holding
Funds holding: 28 → 23 (-5)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$213K |
| 2 |
LPL Financial
San Diego,
California
|
+$46.3K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.9K |
| 5 |
Morgan Stanley
New York
|
+$16.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$731K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$143K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$48K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$29K |
| 5 |
CCM
Chilton Capital Management
Houston,
Texas
|
-$21K |
CRT Hedge Fund Activity: Q3 2022 in Review
23 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q3 2022, worth a combined $9.99M — up 15% from $8.67M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CRT and 4 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 6 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $213K. The largest seller was Fidelity Investments, exiting entirely with an estimated $731K sold.
- 23 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q3 2022, down from 28 in Q2 2022.
- Funds reported $9.99M of Cross Timbers Royalty Trust stock for Q3 2022, up 15% quarter-over-quarter.
- 4 funds opened new Cross Timbers Royalty Trust positions in Q3 2022 and 7 closed out, a net change of -3 holders.
- The largest Cross Timbers Royalty Trust buyer in Q3 2022 was Citadel Advisors, an estimated $213K added.
- The largest Cross Timbers Royalty Trust seller in Q3 2022 was Fidelity Investments, an estimated $731K sold.
Based on aggregated 13F filings for Q3 2022.