Cross Timbers Royalty Trust
20 hedge funds and large institutions have $8.06M invested in Cross Timbers Royalty Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 5 closing their positions.
29% more capital invested
Capital invested by funds: $6.26M → $8.06M (+$1.8M)
0.99% less ownership
Funds ownership: 12.31% → 11.32% (-0.99%)
9% less funds holding
Funds holding: 22 → 20 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$179K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$108K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$29.9K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$4.61K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$352K |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$175K |
| 3 |
VF
Virtu Financial
New York
|
-$88K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$53K |
| 5 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
-$52.7K |
CRT Hedge Fund Activity: Q2 2021 in Review
20 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q2 2021, worth a combined $8.06M — up 29% from $6.26M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CRT and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 1 added.
The largest buyer was Essex Financial Services, opening a new position worth an estimated $179K. The largest seller was Capital Analysts LLC, exiting entirely with an estimated $352K sold.
- 20 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q2 2021, down from 22 in Q1 2021.
- Funds reported $8.06M of Cross Timbers Royalty Trust stock for Q2 2021, up 29% quarter-over-quarter.
- 3 funds opened new Cross Timbers Royalty Trust positions in Q2 2021 and 5 closed out, a net change of -2 holders.
- The largest Cross Timbers Royalty Trust buyer in Q2 2021 was Essex Financial Services, an estimated $179K added.
- The largest Cross Timbers Royalty Trust seller in Q2 2021 was Capital Analysts LLC, an estimated $352K sold.
Based on aggregated 13F filings for Q2 2021.