CRT

Cross Timbers Royalty Trust

20 hedge funds and large institutions have $8.36M invested in Cross Timbers Royalty Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$3.75M 265,822
MAA
2
Mraz Amerine & Associates
California
$1.43M 102,104 -379 -0.4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.19M 85,000 -59,991 -41%
Wells Fargo
4
Wells Fargo
California
$972K 69,201 +32,384 +88%
EFS
5
Essex Financial Services
Connecticut
$312K 22,201 +4,232 +24%
Osaic Holdings
6
Osaic Holdings
Arizona
$248K 17,614 -504 -3%
UBS Group
7
UBS Group
Switzerland
$173K 12,287
Morgan Stanley
8
Morgan Stanley
New York
$104K 7,422 -43,994 -86%
Bank of America
9
Bank of America
North Carolina
$59K 4,214 -184 -4%
SWM
10
Spire Wealth Management
Virginia
$27K 1,922
HI
11
Harbour Investments
Wisconsin
$17K 1,200
GWM
12
Geneos Wealth Management
Colorado
$15K 1,068
CFB
13
Cullen/Frost Bankers
Texas
$14K 1,002
AWA
14
Arkadios Wealth Advisors
Georgia
$14K 1,000 +1,000 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$13K 900
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8K 558 +558 New
HCP
17
Hexagon Capital Partners
Arkansas
$7K 500
TRCT
18
Tower Research Capital (TRC)
New York
$3K 200 +200 New
PA
19
PSI Advisors
Florida
$2K 130 +130 New
S
20
SignatureFD
Georgia
$1K 100 +100 New
CAMG
21
CWA Asset Management Group
Florida
-13,383 Closed
Bessemer Group
22
Bessemer Group
New Jersey
-3,000 Closed
Credit Agricole
23
Credit Agricole
France
-1,000 Closed
ASN
24
Advisory Services Network
Georgia
-463 Closed
DAC
25
Dividend Assets Capital
South Carolina
-262 Closed