Cross Timbers Royalty Trust
23 hedge funds and large institutions have $6M invested in Cross Timbers Royalty Trust in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.76% less ownership
Funds ownership: 9.83% → 9.07% (-0.76%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
31% less capital invested
Capital invested by funds: $8.71M → $6M (-$2.71M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$190K |
| 2 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
+$111K |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$85.1K |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$40.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$23.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$557K |
| 2 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$207K |
| 3 |
LPL Financial
San Diego,
California
|
-$161K |
| 4 |
PAMG
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
-$83K |
| 5 |
Renaissance Technologies
New York
|
-$81.7K |
CRT Hedge Fund Activity: Q4 2018 in Review
23 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q4 2018, worth a combined $6M — down 31% from $8.71M a quarter earlier.
Fund positioning in CRT was balanced in Q4 2018: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $190K. The largest seller was Deutsche Bank, cutting an estimated $557K.
- 23 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $6M of Cross Timbers Royalty Trust stock for Q4 2018, down 31% quarter-over-quarter.
- 4 funds opened new Cross Timbers Royalty Trust positions in Q4 2018 and 4 closed out, a net change of 0 holders.
- The largest Cross Timbers Royalty Trust buyer in Q4 2018 was Morgan Stanley, an estimated $190K added.
- The largest Cross Timbers Royalty Trust seller in Q4 2018 was Deutsche Bank, an estimated $557K sold.
Based on aggregated 13F filings for Q4 2018.