Cross Timbers Royalty Trust
21 hedge funds and large institutions have $6.2M invested in Cross Timbers Royalty Trust in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 5 closing their positions.
3% more capital invested
Capital invested by funds: $6M → $6.2M (+$199K)
0.03% less ownership
Funds ownership: 9.07% → 9.05% (-0.03%)
9% less funds holding
Funds holding: 23 → 21 (-2)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$196K |
| 2 |
Morgan Stanley
New York
|
+$168K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$23.2K |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$14.2K |
| 5 |
JP Morgan Chase
New York
|
+$10.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$218K |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$67K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$40.1K |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$31K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$14.9K |
CRT Hedge Fund Activity: Q1 2019 in Review
21 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q1 2019, worth a combined $6.2M — up 3.3% from $6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CRT and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 4 added.
The largest buyer was Wells Fargo, adding an estimated $196K. The largest seller was Baird Financial Group, exiting entirely with an estimated $218K sold.
- 21 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q1 2019, down from 23 in Q4 2018.
- Funds reported $6.2M of Cross Timbers Royalty Trust stock for Q1 2019, up 3.3% quarter-over-quarter.
- 3 funds opened new Cross Timbers Royalty Trust positions in Q1 2019 and 5 closed out, a net change of -2 holders.
- The largest Cross Timbers Royalty Trust buyer in Q1 2019 was Wells Fargo, an estimated $196K added.
- The largest Cross Timbers Royalty Trust seller in Q1 2019 was Baird Financial Group, an estimated $218K sold.
Based on aggregated 13F filings for Q1 2019.