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CRT

Cross Timbers Royalty Trust
CRT

19 hedge funds and large institutions have $8.43M invested in Cross Timbers Royalty Trust in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

29% more capital invested

Capital invested by funds: $6.52M → $8.43M (+$1.9M)

6% more funds holding

Funds holding: 18 → 19 (+1)

0.68% more ownership

Funds ownership: 9.45% → 10.13% (+0.68%)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$846K
2
WA
Waddell & Associates
Tennessee
+$159K
3
LPL Financial
LPL Financial
California
+$153K
4
Bank of America
Bank of America
North Carolina
+$32.2K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$18.5K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$632K
2
CFB
Cullen/Frost Bankers
Texas
-$11K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$3.5M – – –
MAA
2
Mraz Amerine & Associates
California
$1.34M +$3.16K +222 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.11M – – –
NA
4
NewEdge Advisors
Louisiana
$780K +$846K +59,487 New
Osaic Holdings
5
Osaic Holdings
Arizona
$673K +$5.76K +405 +2%
Wells Fargo
6
Wells Fargo
California
$341K +$7.11K +500 +2%
UBS Group
7
UBS Group
Switzerland
$176K +$16.2K +1,138 +9%
WA
8
Waddell & Associates
Tennessee
$147K +$159K +11,190 New
LPL Financial
9
LPL Financial
California
$141K +$153K +10,759 New
Bank of America
10
Bank of America
North Carolina
$83K +$32.2K +2,260 +55%
Morgan Stanley
11
Morgan Stanley
New York
$47K -$632K -44,415 -92%
SWM
12
Spire Wealth Management
Virginia
$25K – – –
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$17K +$18.5K +1,300 New
GWM
14
Geneos Wealth Management
Colorado
$14K – – –
JP Morgan Chase
15
JP Morgan Chase
New York
$12K – – –
HCP
16
Hexagon Capital Partners
Arkansas
$7K – – –
BA
17
Bivin & Associates
Oklahoma
$5K – – –
S
18
SignatureFD
Georgia
$2K +$569 +40 +40%
TRCT
19
Tower Research Capital (TRC)
New York
$1K +$1.42K +100 New
CFB
20
Cullen/Frost Bankers
Texas
– -$11K -1,002 Closed

CRT Hedge Fund Activity: Q1 2022 in Review

19 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q1 2022, worth a combined $8.43M — up 29% from $6.52M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CRT positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $846K. The largest seller was Morgan Stanley, cutting an estimated $632K.

  • 19 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q1 2022, up from 18 in Q4 2021.
  • Funds reported $8.43M of Cross Timbers Royalty Trust stock for Q1 2022, up 29% quarter-over-quarter.
  • 5 funds opened new Cross Timbers Royalty Trust positions in Q1 2022 and 3 closed out, a net change of +2 holders.
  • The largest Cross Timbers Royalty Trust buyer in Q1 2022 was NewEdge Advisors, an estimated $846K added.
  • The largest Cross Timbers Royalty Trust seller in Q1 2022 was Morgan Stanley, an estimated $632K sold.

Based on aggregated 13F filings for Q1 2022.