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CRT

Cross Timbers Royalty Trust
CRT

37 hedge funds and large institutions have $19.2M invested in Cross Timbers Royalty Trust in 2013 Q2 according to their latest regulatory filings, with 37 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

11.81% more ownership

Funds ownership: 0% → 11.81% (+12%)

Holders
37
Holders Change
+37
Holders Change %
–
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.79M +$5.01M +176,818 New
LCM
2
Lucas Capital Management
New Jersey
$3.1M +$3.24M +114,235 New
FBC
3
Fairfield, Bush & Co
Connecticut
$1.62M +$1.69M +59,676 New
IWC
4
Integrated Wealth Counsel
California
$1.42M +$1.49M +52,445 New
Two Sigma Advisers
5
Two Sigma Advisers
New York
$788K +$839K +29,600 New
Two Sigma Investments
6
Two Sigma Investments
New York
$658K +$700K +24,699 New
EIA
7
Edgemoor Investment Advisors
Maryland
$577K +$604K +21,290 New
Morgan Stanley
8
Morgan Stanley
New York
$565K +$592K +20,871 New
DC
9
Deere & Company
Illinois
$543K +$568K +20,047 New
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$504K +$536K +18,922 New
Renaissance Technologies
11
Renaissance Technologies
New York
$424K +$444K +15,654 New
TC
12
TFS Capital
Pennsylvania
$419K +$438K +15,451 New
TAM
13
Tocqueville Asset Management
New York
$407K +$425K +15,000 New
Wells Fargo
14
Wells Fargo
California
$392K +$411K +14,490 New
DLG
15
Daniel L. Goodwin
$335K +$351K +12,390 New
U
16
UBS
Switzerland
$334K +$349K +12,316 New
ANTB
17
AMG National Trust Bank
Colorado
$317K +$331K +11,682 New
Northern Trust
18
Northern Trust
Illinois
$287K +$300K +10,582 New
Deutsche Bank
19
Deutsche Bank
Germany
$281K +$294K +10,386 New
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$244K +$255K +9,000 New
LWCFA
21
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K +$215K +7,598 New
Barclays
22
Barclays
United Kingdom
$203K +$213K +7,500 New
PRHC
23
P.R. Herzig & Co
New York
$200K +$209K +7,365 New
First Manhattan
24
First Manhattan
New York
$151K +$156K +5,500 New
BIM
25
Bridgecreek Investment Management
Oklahoma
$140K +$147K +5,181 New
1
2

CRT Hedge Fund Activity: Q2 2013 in Review

37 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q2 2013, worth a combined $19.2M.

Buyers outnumbered sellers: 37 funds opened new CRT positions and 0 closed out — a net gain of 37 holders — while 0 added to existing stakes and 0 trimmed.

  • 37 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $19.2M of Cross Timbers Royalty Trust stock for Q2 2013.
  • 37 funds opened new Cross Timbers Royalty Trust positions in Q2 2013 and 0 closed out, a net change of +37 holders.

Based on aggregated 13F filings for Q2 2013.