Cross Timbers Royalty Trust
22 hedge funds and large institutions have $6.26M invested in Cross Timbers Royalty Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
38% more funds holding
Funds holding: 16 → 22 (+6)
15% more capital invested
Capital invested by funds: $5.44M → $6.26M (+$815K)
1.32% more ownership
Funds ownership: 10.99% → 12.31% (+1.3%)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$372K |
| 2 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$361K |
| 3 |
VF
Virtu Financial
New York
|
+$90.6K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$54.7K |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
+$8.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$157K |
| 2 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
-$26.4K |
| 3 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$24.1K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.06K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.57K |
CRT Hedge Fund Activity: Q1 2021 in Review
22 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q1 2021, worth a combined $6.26M — up 15% from $5.44M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CRT positions and 2 closed out — a net gain of 6 holders — while 1 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $372K. The largest seller was HighTower Advisors, exiting entirely with an estimated $157K sold.
- 22 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q1 2021, up from 16 in Q4 2020.
- Funds reported $6.26M of Cross Timbers Royalty Trust stock for Q1 2021, up 15% quarter-over-quarter.
- 8 funds opened new Cross Timbers Royalty Trust positions in Q1 2021 and 2 closed out, a net change of +6 holders.
- The largest Cross Timbers Royalty Trust buyer in Q1 2021 was Morgan Stanley, an estimated $372K added.
- The largest Cross Timbers Royalty Trust seller in Q1 2021 was HighTower Advisors, an estimated $157K sold.
Based on aggregated 13F filings for Q1 2021.