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CRT

Cross Timbers Royalty Trust
CRT

19 hedge funds and large institutions have $1.66M invested in Cross Timbers Royalty Trust in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 2.97% → 2.63% (-0.33%)

10% less funds holding

Funds holding: 21 → 19 (-2)

13% less capital invested

Capital invested by funds: $1.92M → $1.66M (-$257K)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$107K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.41K
3
WA
Waddell & Associates
Tennessee
+$2.47K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$208K
2
LPL Financial
LPL Financial
California
-$43.7K
3
PTC
Private Trust Company
Ohio
-$29K
4
Bank of America
Bank of America
North Carolina
-$23.4K
5
MAA
Mraz Amerine & Associates
California
-$7.01K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
1
Mraz Amerine & Associates
California
$480K -$7.01K -706 -2%
UBS Group
2
UBS Group
Switzerland
$263K +$107K +10,816 +77%
NA
3
NewEdge Advisors
Louisiana
$218K -$3.69K -372 -2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$181K +$5.41K +545 +3%
Morgan Stanley
5
Morgan Stanley
New York
$159K -$208K -20,934 -58%
LPL Financial
6
LPL Financial
California
$152K -$43.7K -4,405 -23%
WA
7
Waddell & Associates
Tennessee
$147K +$2.47K +249 +2%
Bank of America
8
Bank of America
North Carolina
$17.6K -$23.4K -2,352 -59%
Wells Fargo
9
Wells Fargo
California
$10.7K – – –
LFG
10
Larson Financial Group
Missouri
$7.85K – – –
RhumbLine Advisers
11
RhumbLine Advisers
Massachusetts
$6.66K – – –
HCP
12
Hexagon Capital Partners
Arkansas
$5.24K – – –
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.23K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3K -$745 -75 -20%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.84K – – –
ADL
16
Asset Dedication LLC
California
$2.09K – – –
SPIA
17
Steward Partners Investment Advisory
New York
$1.61K – – –
S
18
SignatureFD
Georgia
$1.26K – – –
CA
19
CoreCap Advisors
Michigan
$136 – – –
PTC
20
Private Trust Company
Ohio
– -$29K -2,683 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
– -$11 -1 Closed

CRT Hedge Fund Activity: Q3 2024 in Review

19 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q3 2024, worth a combined $1.66M — down 13% from $1.92M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CRT and 0 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 3 added.

The largest buyer was UBS Group, adding an estimated $107K. The largest seller was Morgan Stanley, cutting an estimated $208K.

  • 19 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q3 2024, down from 21 in Q2 2024.
  • Funds reported $1.66M of Cross Timbers Royalty Trust stock for Q3 2024, down 13% quarter-over-quarter.
  • 0 funds opened new Cross Timbers Royalty Trust positions in Q3 2024 and 2 closed out, a net change of -2 holders.
  • The largest Cross Timbers Royalty Trust buyer in Q3 2024 was UBS Group, an estimated $107K added.
  • The largest Cross Timbers Royalty Trust seller in Q3 2024 was Morgan Stanley, an estimated $208K sold.

Based on aggregated 13F filings for Q3 2024.