Cross Timbers Royalty Trust
17 hedge funds and large institutions have $3.51M invested in Cross Timbers Royalty Trust in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.
2.01% more ownership
Funds ownership: 8.73% → 10.74% (+2%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
11% less funds holding
Funds holding: 19 → 17 (-2)
23% less capital invested
Capital invested by funds: $4.57M → $3.51M (-$1.05M)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.59M |
| 2 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$71.3K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$7.86K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$7.57K |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$757 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$369K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$180K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$117K |
| 4 |
AA
Argent Advisors
Monroe,
Louisiana
|
-$26K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$16K |
CRT Hedge Fund Activity: Q1 2020 in Review
17 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q1 2020, worth a combined $3.51M — down 23% from $4.57M a quarter earlier.
Fund positioning in CRT was balanced in Q1 2020: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 6 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $1.59M. The largest seller was Morgan Stanley, cutting an estimated $369K.
- 17 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q1 2020, down from 19 in Q4 2019.
- Funds reported $3.51M of Cross Timbers Royalty Trust stock for Q1 2020, down 23% quarter-over-quarter.
- 4 funds opened new Cross Timbers Royalty Trust positions in Q1 2020 and 4 closed out, a net change of 0 holders.
- The largest Cross Timbers Royalty Trust buyer in Q1 2020 was CAPTRUST Financial Advisors, an estimated $1.59M added.
- The largest Cross Timbers Royalty Trust seller in Q1 2020 was Morgan Stanley, an estimated $369K sold.
Based on aggregated 13F filings for Q1 2020.