CRT

Cross Timbers Royalty Trust

28 hedge funds and large institutions have $8.67M invested in Cross Timbers Royalty Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
28
Holders Change
+9
Holders Change %
+47.37%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$4.06M 265,822
MAA
2
Mraz Amerine & Associates
California
$1.54M 102,539 +110 +0.1%
NA
3
NewEdge Advisors
Louisiana
$917K 61,162 +1,675 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$731K 48,144 -36,856 -43%
Osaic Holdings
5
Osaic Holdings
Arizona
$261K 17,191 -71 -0.4%
Ameriprise
6
Ameriprise
Minnesota
$210K 13,858 +13,858 New
LPL Financial
7
LPL Financial
California
$197K 13,010 +2,251 +21%
UBS Group
8
UBS Group
Switzerland
$187K 12,287 -1,138 -8%
WA
9
Waddell & Associates
Tennessee
$172K 11,448 +258 +2%
Bank of America
10
Bank of America
North Carolina
$97K 6,349 -25 -0.4%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$48K 3,173 +3,173 New
PTC
12
Private Trust Company
Ohio
$34K 2,258 +2,258 New
DWA
13
Dorsey Wright & Associates
California
$33K 2,202 +2,202 New
SWM
14
Spire Wealth Management
Virginia
$29K 1,922
Wells Fargo
15
Wells Fargo
California
$23K 1,501 -24,502 -94%
CCM
16
Chilton Capital Management
Texas
$21K 1,400 +1,400 New
Morgan Stanley
17
Morgan Stanley
New York
$20K 1,346 -2,301 -63%
HI
18
Harbour Investments
Wisconsin
$18K 1,200 +1,200 New
GWM
19
Geneos Wealth Management
Colorado
$16K 1,068
VRM
20
Vectors Research Management
New York
$15K 1,000 +1,000 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$14K 900
HCP
22
Hexagon Capital Partners
Arkansas
$8K 500
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$7.73K 509 -791 -61%
FBC
24
Fairfield, Bush & Co
Connecticut
$7K 464 +464 New
BA
25
Bivin & Associates
Oklahoma
$6K 400