Cross Timbers Royalty Trust
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.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
20% more funds holding
Funds holding: 15 → 18 (+3)
1.29% more ownership
Funds ownership: 11.12% → 12.4% (+1.3%)
14% less capital invested
Capital invested by funds: $4.87M → $4.18M (-$686K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$251K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$33.5K |
| 3 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$24.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.02K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$155K |
| 2 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$5.76K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1K |
CRT Hedge Fund Activity: Q3 2020 in Review
18 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q3 2020, worth a combined $4.18M — down 14% from $4.87M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CRT positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $251K. The largest seller was Steward Partners Investment Advisory, exiting entirely with an estimated $155K sold.
- 18 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q3 2020, up from 15 in Q2 2020.
- Funds reported $4.18M of Cross Timbers Royalty Trust stock for Q3 2020, down 14% quarter-over-quarter.
- 5 funds opened new Cross Timbers Royalty Trust positions in Q3 2020 and 2 closed out, a net change of +3 holders.
- The largest Cross Timbers Royalty Trust buyer in Q3 2020 was HighTower Advisors, an estimated $251K added.
- The largest Cross Timbers Royalty Trust seller in Q3 2020 was Steward Partners Investment Advisory, an estimated $155K sold.
Based on aggregated 13F filings for Q3 2020.