Cross Timbers Royalty Trust
21 hedge funds and large institutions have $1.92M invested in Cross Timbers Royalty Trust in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.57% less ownership
Funds ownership: 4.54% → 2.97% (-1.6%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
46% less capital invested
Capital invested by funds: $3.55M → $1.92M (-$1.63M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$69K |
| 2 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$9.96K |
| 3 |
LPL Financial
San Diego,
California
|
+$5.39K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$5.31K |
| 5 |
S
SignatureFD
Atlanta,
Georgia
|
+$1.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$929K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$178K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$73.5K |
| 4 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$60.2K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$33.6K |
CRT Hedge Fund Activity: Q2 2024 in Review
21 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q2 2024, worth a combined $1.92M — down 46% from $3.55M a quarter earlier.
Fund positioning in CRT was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $69K. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $929K sold.
- 21 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $1.92M of Cross Timbers Royalty Trust stock for Q2 2024, down 46% quarter-over-quarter.
- 2 funds opened new Cross Timbers Royalty Trust positions in Q2 2024 and 2 closed out, a net change of 0 holders.
- The largest Cross Timbers Royalty Trust buyer in Q2 2024 was Morgan Stanley, an estimated $69K added.
- The largest Cross Timbers Royalty Trust seller in Q2 2024 was Beacon Pointe Advisors, an estimated $929K sold.
Based on aggregated 13F filings for Q2 2024.