Cross Timbers Royalty Trust
15 hedge funds and large institutions have $4.87M invested in Cross Timbers Royalty Trust in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 5 closing their positions.
38% more capital invested
Capital invested by funds: $3.52M → $4.87M (+$1.35M)
0.36% more ownership
Funds ownership: 10.76% → 11.12% (+0.36%)
12% less funds holding
Funds holding: 17 → 15 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$138K |
| 2 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$29.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.19K |
| 4 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$6.59K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.63K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$15.6K |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$12K |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$5K |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$5K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$3K |
CRT Hedge Fund Activity: Q2 2020 in Review
15 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q2 2020, worth a combined $4.87M — up 38% from $3.52M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CRT and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 3 added.
The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $138K. The largest seller was Bank of America, cutting an estimated $15.6K.
- 15 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q2 2020, down from 17 in Q1 2020.
- Funds reported $4.87M of Cross Timbers Royalty Trust stock for Q2 2020, up 38% quarter-over-quarter.
- 3 funds opened new Cross Timbers Royalty Trust positions in Q2 2020 and 5 closed out, a net change of -2 holders.
- The largest Cross Timbers Royalty Trust buyer in Q2 2020 was Steward Partners Investment Advisory, an estimated $138K added.
- The largest Cross Timbers Royalty Trust seller in Q2 2020 was Bank of America, an estimated $15.6K sold.
Based on aggregated 13F filings for Q2 2020.