Cross Timbers Royalty Trust
24 hedge funds and large institutions have $10.8M invested in Cross Timbers Royalty Trust in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
0.01% less ownership
Funds ownership: 9.29% → 9.28% (-0.01%)
4% less funds holding
Funds holding: 25 → 24 (-1)
12% less capital invested
Capital invested by funds: $12.3M → $10.8M (-$1.43M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$91.6K |
| 2 |
Morgan Stanley
New York
|
+$19.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$11.1K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$9.12K |
| 5 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$4.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$97.2K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$39.8K |
| 3 |
FBC
Fairfield, Bush & Co
Darien,
Connecticut
|
-$10.2K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.06K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$969 |
CRT Hedge Fund Activity: Q3 2023 in Review
24 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q3 2023, worth a combined $10.8M — down 12% from $12.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CRT and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.
The largest buyer was Citadel Advisors, adding an estimated $91.6K. The largest seller was Mraz Amerine & Associates, cutting an estimated $97.2K.
- 24 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q3 2023, down from 25 in Q2 2023.
- Funds reported $10.8M of Cross Timbers Royalty Trust stock for Q3 2023, down 12% quarter-over-quarter.
- 1 fund opened new Cross Timbers Royalty Trust positions in Q3 2023 and 2 closed out, a net change of -1 holder.
- The largest Cross Timbers Royalty Trust buyer in Q3 2023 was Citadel Advisors, an estimated $91.6K added.
- The largest Cross Timbers Royalty Trust seller in Q3 2023 was Mraz Amerine & Associates, an estimated $97.2K sold.
Based on aggregated 13F filings for Q3 2023.