Cross Timbers Royalty Trust
28 hedge funds and large institutions have $15.5M invested in Cross Timbers Royalty Trust in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
55% more capital invested
Capital invested by funds: $9.99M → $15.5M (+$5.47M)
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
22% more funds holding
Funds holding: 23 → 28 (+5)
1.44% more ownership
Funds ownership: 8.69% → 10.13% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$1.11M |
| 2 |
Morgan Stanley
New York
|
+$406K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$224K |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$121K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$37.4K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$22.4K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.1K |
| 4 |
JP Morgan Chase
New York
|
-$17K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$16.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $611 | +$538 | +24 | New |
|
|
27
Wells Fargo
San Francisco,
California
| $25 | -$22.4K | -999 | -100% |
|
28
Fidelity Investments
Boston,
Massachusetts
| $25 | +$22 | +1 | New |
|
|
29
JP Morgan Chase
New York
| – | -$17K | -900 | Closed |
|
CRT Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q4 2022, worth a combined $15.5M — up 55% from $9.99M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CRT positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Essex Financial Services, opening a new position worth an estimated $1.11M. The largest seller was Ameriprise, cutting an estimated $37.4K.
- 28 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q4 2022, up from 23 in Q3 2022.
- Funds reported $15.5M of Cross Timbers Royalty Trust stock for Q4 2022, up 55% quarter-over-quarter.
- 7 funds opened new Cross Timbers Royalty Trust positions in Q4 2022 and 2 closed out, a net change of +5 holders.
- The largest Cross Timbers Royalty Trust buyer in Q4 2022 was Essex Financial Services, an estimated $1.11M added.
- The largest Cross Timbers Royalty Trust seller in Q4 2022 was Ameriprise, an estimated $37.4K sold.
Based on aggregated 13F filings for Q4 2022.