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CRT

Cross Timbers Royalty Trust
CRT

16 hedge funds and large institutions have $5.44M invested in Cross Timbers Royalty Trust in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $4.18M → $5.44M (+$1.26M)

1.41% less ownership

Funds ownership: 12.4% → 10.99% (-1.4%)

11% less funds holding

Funds holding: 18 → 16 (-2)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
16
Holders Change
-2
Holders Change %
-11.11%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$73.1K

Top Sellers

Rank Fund Capital Flow
1
LB
Leo Brokerage
Texas
-$348K
2
HighTower Advisors
HighTower Advisors
Illinois
-$153K
3
MAA
Mraz Amerine & Associates
California
-$95.2K
4
CAMG
CWA Asset Management Group
Florida
-$64K
5
Wells Fargo
Wells Fargo
California
-$18.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$2.2M – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.2M – – –
MAA
3
Mraz Amerine & Associates
California
$869K -$95.2K -13,024 -11%
Wells Fargo
4
Wells Fargo
California
$218K -$18.3K -2,501 -9%
CAMG
5
CWA Asset Management Group
Florida
$179K -$64K -8,758 -29%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$172K – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$162K -$789 -108 -0.5%
HighTower Advisors
8
HighTower Advisors
Illinois
$157K -$153K -21,000 -53%
Morgan Stanley
9
Morgan Stanley
New York
$114K +$73.1K +10,000 +259%
UBS Group
10
UBS Group
Switzerland
$105K -$14.2K -1,948 -13%
Bank of America
11
Bank of America
North Carolina
$36K – – –
GWM
12
Geneos Wealth Management
Colorado
$9K – – –
CFB
13
Cullen/Frost Bankers
Texas
$8K – – –
JP Morgan Chase
14
JP Morgan Chase
New York
$7K – – –
ASN
15
Advisory Services Network
Georgia
$4K – – –
HCP
16
Hexagon Capital Partners
Arkansas
$4K – – –
LB
17
Leo Brokerage
Texas
– -$348K -47,184 Closed
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
– -$2K -300 Closed

CRT Hedge Fund Activity: Q4 2020 in Review

16 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q4 2020, worth a combined $5.44M — up 30% from $4.18M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CRT and 0 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 1 added.

The largest buyer was Morgan Stanley, adding an estimated $73.1K. The largest seller was Leo Brokerage, exiting entirely with an estimated $348K sold.

  • 16 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q4 2020, down from 18 in Q3 2020.
  • Funds reported $5.44M of Cross Timbers Royalty Trust stock for Q4 2020, up 30% quarter-over-quarter.
  • 0 funds opened new Cross Timbers Royalty Trust positions in Q4 2020 and 2 closed out, a net change of -2 holders.
  • The largest Cross Timbers Royalty Trust buyer in Q4 2020 was Morgan Stanley, an estimated $73.1K added.
  • The largest Cross Timbers Royalty Trust seller in Q4 2020 was Leo Brokerage, an estimated $348K sold.

Based on aggregated 13F filings for Q4 2020.