Cross Timbers Royalty Trust
CRT
21 hedge funds and large institutions have $3.55M invested in Cross Timbers Royalty Trust in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 8 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
5.21% less ownership
Funds ownership: 9.74% → 4.54% (-5.2%)
22% less funds holding
Funds holding: 27 → 21 (-6)
65% less capital invested
Capital invested by funds: $10.2M → $3.55M (-$6.7M)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$372K |
| 2 |
Morgan Stanley
New York
|
+$227K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$62.4K |
| 4 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$4.85K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$4.65M |
| 2 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$866K |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
-$362K |
| 4 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$117K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$70.3K |
CRT Hedge Fund Activity: Q1 2024 in Review
21 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q1 2024, worth a combined $3.55M — down 65% from $10.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CRT and 2 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $372K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $4.65M sold.
- 21 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q1 2024, down from 27 in Q4 2023.
- Funds reported $3.55M of Cross Timbers Royalty Trust stock for Q1 2024, down 65% quarter-over-quarter.
- 2 funds opened new Cross Timbers Royalty Trust positions in Q1 2024 and 8 closed out, a net change of -6 holders.
- The largest Cross Timbers Royalty Trust buyer in Q1 2024 was Susquehanna International Group, an estimated $372K added.
- The largest Cross Timbers Royalty Trust seller in Q1 2024 was CAPTRUST Financial Advisors, an estimated $4.65M sold.
Based on aggregated 13F filings for Q1 2024.