CRT

Cross Timbers Royalty Trust
CRT

Overview Fund Activity

18 hedge funds and large institutions have $4.18M invested in Cross Timbers Royalty Trust in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LB
1
Leo Brokerage
Texas
$348K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$220K
3
Wells Fargo
3
Wells Fargo
California
$160K
4
CAMG
4
CWA Asset Management Group
Florida
$168K
5
UBS Group
5
UBS Group
Switzerland
$81K

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$0
2
MAA
2
Mraz Amerine & Associates
California
$653K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$1.45M 265,822 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$797K 144,991 – –
MAA
3
Mraz Amerine & Associates
California
$653K 118,801 -919 -0.8%
LB
4
Leo Brokerage
Texas
$348K 47,184 +47,184 New
HighTower Advisors
5
HighTower Advisors
Illinois
$220K 40,000 +40,000 New
CAMG
6
CWA Asset Management Group
Florida
$168K 30,479 +3,888 +15%
Wells Fargo
7
Wells Fargo
California
$160K 29,007 +5,334 +23%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$115K 20,900 – –
Osaic Holdings
9
Osaic Holdings
Arizona
$113K 19,749 – –
UBS Group
10
UBS Group
Switzerland
$81K 14,660 +960 +7%
Bank of America
11
Bank of America
North Carolina
$24K 4,398 +584 +15%
Morgan Stanley
12
Morgan Stanley
New York
$21K 3,854 – –
CFB
13
Cullen/Frost Bankers
Texas
$6K 1,002 – –
GWM
14
Geneos Wealth Management
Colorado
$6K 1,068 – –
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$5K 900 – –
ASN
16
Advisory Services Network
Georgia
$3K 463 +463 New
HCP
17
Hexagon Capital Partners
Arkansas
$3K 500 +500 New
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$2K 300 +300 New
SPIA
19
Steward Partners Investment Advisory
New York
– – -21,000 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
– – -117 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –