CRT

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.

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
1
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$2.26M 265,822
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.23M 144,991
MAA
3
Mraz Amerine & Associates
California
$871K 103,005 -2,772 -3%
Morgan Stanley
4
Morgan Stanley
New York
$479K 56,656 +42,802 +309%
CAL
5
Capital Analysts LLC
Pennsylvania
$352K 41,559 +41,559 New
Wells Fargo
6
Wells Fargo
California
$219K 25,924 -582 -2%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$175K 20,671 -229 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$162K 19,116 -525 -3%
CAMG
9
CWA Asset Management Group
Florida
$158K 18,682 -3,039 -14%
UBS Group
10
UBS Group
Switzerland
$104K 12,287 -425 -3%
VF
11
Virtu Financial
New York
$88K 10,419 +10,419 New
CFA
12
Carroll Financial Associates
North Carolina
$53K 6,290 +6,290 New
Bank of America
13
Bank of America
North Carolina
$37K 4,398
SWM
14
Spire Wealth Management
Virginia
$16K 1,922 +1,922 New
GWM
15
Geneos Wealth Management
Colorado
$10K 1,068
HI
16
Harbour Investments
Wisconsin
$10K 1,200 +1,200 New
CFB
17
Cullen/Frost Bankers
Texas
$8K 1,002
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$8K 900
Credit Agricole
19
Credit Agricole
France
$8K 1,000 +1,000 New
SPIA
20
Steward Partners Investment Advisory
New York
$5.92K 700 +700 New
HCP
21
Hexagon Capital Partners
Arkansas
$4K 500
DAC
22
Dividend Assets Capital
South Carolina
$2K 262 +262 New
HighTower Advisors
23
HighTower Advisors
Illinois
-19,000 Closed
ASN
24
Advisory Services Network
Georgia
-463 Closed
CFGS
25
Concourse Financial Group Securities
Alabama