Cross Timbers Royalty Trust
19 hedge funds and large institutions have $4.57M invested in Cross Timbers Royalty Trust in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
23% more capital invested
Capital invested by funds: $3.71M → $4.57M (+$857K)
12% more funds holding
Funds holding: 17 → 19 (+2)
1.4% more ownership
Funds ownership: 7.33% → 8.73% (+1.4%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$453K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$129K |
| 3 |
Morgan Stanley
New York
|
+$126K |
| 4 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$103K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$12.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FBC
Fairfield, Bush & Co
Darien,
Connecticut
|
-$86K |
| 2 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$67K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$13.7K |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$9K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.16K |
CRT Hedge Fund Activity: Q4 2019 in Review
19 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q4 2019, worth a combined $4.57M — up 23% from $3.71M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CRT positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $453K. The largest seller was Fairfield, Bush & Co, exiting entirely with an estimated $86K sold.
- 19 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q4 2019, up from 17 in Q3 2019.
- Funds reported $4.57M of Cross Timbers Royalty Trust stock for Q4 2019, up 23% quarter-over-quarter.
- 6 funds opened new Cross Timbers Royalty Trust positions in Q4 2019 and 4 closed out, a net change of +2 holders.
- The largest Cross Timbers Royalty Trust buyer in Q4 2019 was CAPTRUST Financial Advisors, an estimated $453K added.
- The largest Cross Timbers Royalty Trust seller in Q4 2019 was Fairfield, Bush & Co, an estimated $86K sold.
Based on aggregated 13F filings for Q4 2019.