CRT

Cross Timbers Royalty Trust
CRT

Overview Fund Activity

27 hedge funds and large institutions have $9.7M invested in Cross Timbers Royalty Trust in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$499K
2
US Bancorp
2
US Bancorp
Minnesota
$71.1K
3
LTI
3
Laffer Tengler Investments
Tennessee
$47.1K
4
LPL Financial
4
LPL Financial
California
$375K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$23.6K

Top Sellers

1
EFS
1
Essex Financial Services
Connecticut
$204K
2
Morgan Stanley
2
Morgan Stanley
New York
$2.9K
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
BPA
4
Beacon Pointe Advisors
California
$0
5
MAA
5
Mraz Amerine & Associates
California
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
26
Aspire Private Capital
North Carolina
$111 +$111 +6 New
GRP
27
Global Retirement Partners
California
$20 -$880 -44 -98%
Ameriprise
28
Ameriprise
Minnesota
– -$343K -13,468 Closed
BPA
29
Beacon Pointe Advisors
California
– -$254K -10,000 Closed
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
– -$160K -6,280 Closed
DWA
31
Dorsey Wright & Associates
California
– -$34.3K -1,347 Closed
Fidelity Investments
32
Fidelity Investments
Massachusetts
– -$25 -1 Closed
1
2