Cross Timbers Royalty Trust
21 hedge funds and large institutions have $2.46M invested in Cross Timbers Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
48% more capital invested
Capital invested by funds: $1.66M → $2.46M (+$793K)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
11% more funds holding
Funds holding: 19 → 21 (+2)
1.51% more ownership
Funds ownership: 2.63% → 4.15% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$650K |
| 2 |
Morgan Stanley
New York
|
+$174K |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$155K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$138K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$13.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$134K |
| 2 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$55.8K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$7.42K |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$6.66K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3K |
CRT Hedge Fund Activity: Q4 2024 in Review
21 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q4 2024, worth a combined $2.46M — up 48% from $1.66M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CRT positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $650K. The largest seller was UBS Group, cutting an estimated $134K.
- 21 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q4 2024, up from 19 in Q3 2024.
- Funds reported $2.46M of Cross Timbers Royalty Trust stock for Q4 2024, up 48% quarter-over-quarter.
- 4 funds opened new Cross Timbers Royalty Trust positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest Cross Timbers Royalty Trust buyer in Q4 2024 was Beacon Pointe Advisors, an estimated $650K added.
- The largest Cross Timbers Royalty Trust seller in Q4 2024 was UBS Group, an estimated $134K sold.
Based on aggregated 13F filings for Q4 2024.