Cross Timbers Royalty Trust
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$107K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.41K |
| 3 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$2.47K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$208K |
| 2 |
LPL Financial
San Diego,
California
|
-$43.7K |
| 3 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$29K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$23.4K |
| 5 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$7.01K |
CRT Hedge Fund Activity: Q3 2024 in Review
19 of the 6,978 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.