Cross Timbers Royalty Trust
CRT
18 hedge funds and large institutions have $2.04M invested in Cross Timbers Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
1.51% less ownership
Funds ownership: 4.15% → 2.64% (-1.5%)
14% less funds holding
Funds holding: 21 → 18 (-3)
17% less capital invested
Capital invested by funds: $2.46M → $2.04M (-$418K)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$116K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$108K |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$32.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$10.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$618K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$182K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$132K |
| 4 |
Morgan Stanley
New York
|
-$105K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$96.2K |
CRT Hedge Fund Activity: Q1 2025 in Review
18 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q1 2025, worth a combined $2.04M — down 17% from $2.46M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CRT and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 7 added.
The largest buyer was UBS Group, adding an estimated $116K. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $618K sold.
- 18 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q1 2025, down from 21 in Q4 2024.
- Funds reported $2.04M of Cross Timbers Royalty Trust stock for Q1 2025, down 17% quarter-over-quarter.
- 1 fund opened new Cross Timbers Royalty Trust positions in Q1 2025 and 4 closed out, a net change of -3 holders.
- The largest Cross Timbers Royalty Trust buyer in Q1 2025 was UBS Group, an estimated $116K added.
- The largest Cross Timbers Royalty Trust seller in Q1 2025 was Beacon Pointe Advisors, an estimated $618K sold.
Based on aggregated 13F filings for Q1 2025.