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.
4% more capital invested
Capital invested by funds: $8.06M → $8.36M (+$303K)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
1.41% less ownership
Funds ownership: 11.32% → 9.91% (-1.4%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$398K |
| 2 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$52K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$12.3K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.86K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$737K |
| 2 |
Morgan Stanley
New York
|
-$541K |
| 3 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
-$159K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$35K |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
-$12K |
CRT Hedge Fund Activity: Q3 2021 in Review
20 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q3 2021, worth a combined $8.36M — up 3.8% from $8.06M a quarter earlier.
Fund positioning in CRT was balanced in Q3 2021: 5 funds opened new positions, 5 closed out, 2 added to existing stakes and 5 trimmed.
The largest buyer was Wells Fargo, adding an estimated $398K. The largest seller was Fidelity Investments, cutting an estimated $737K.
- 20 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $8.36M of Cross Timbers Royalty Trust stock for Q3 2021, up 3.8% quarter-over-quarter.
- 5 funds opened new Cross Timbers Royalty Trust positions in Q3 2021 and 5 closed out, a net change of 0 holders.
- The largest Cross Timbers Royalty Trust buyer in Q3 2021 was Wells Fargo, an estimated $398K added.
- The largest Cross Timbers Royalty Trust seller in Q3 2021 was Fidelity Investments, an estimated $737K sold.
Based on aggregated 13F filings for Q3 2021.