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HGT

Hugoton Royalty Trust
HGT

Delisted

HGT was delisted on the 24th of August, 2018.

73 hedge funds and large institutions have $39.6M invested in Hugoton Royalty Trust in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $554K | Put options by funds: $426K

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 7573 (-2)

20% less capital invested

Capital invested by funds: $49.9M → $39.6M (-$10.2M)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
2.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
24
Closed
5
Calls
$554K
Puts
$426K
Net Calls
+$128K
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.86M +$16.2K +1,947 +0.2%
American Century Companies
2
American Century Companies
Missouri
$5.14M -$1.61M -193,633 -22%
RA
3
Royce & Associates
New York
$4.17M
NIM
4
NXG Investment Management
Texas
$3.41M +$1.06M +127,577 +39%
RPA
5
Rock Point Advisors
Vermont
$2.37M +$39.2K +4,710 +2%
KFC
6
Klingenstein Fields & Co
New York
$2.16M -$1.46M -175,375 -38%
Wells Fargo
7
Wells Fargo
California
$1.71M +$339K +40,726 +22%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$1.4M +$26.6K +3,200 +2%
Morgan Stanley
9
Morgan Stanley
New York
$1.14M -$168K -20,185 -12%
ANTB
10
AMG National Trust Bank
Colorado
$1.03M -$30K -3,602 -3%
PRHC
11
P.R. Herzig & Co
New York
$914K -$191K -22,900 -16%
GWI
12
Grace & White Inc
New York
$881K
PAMG
13
Patton Albertson Miller Group
Tennessee
$770K -$17.6K -2,120 -2%
BMO
14
Beck Mack & Oliver
New York
$663K
GAM
15
Gotham Asset Management
New York
$505K -$544K -65,394 -49%
SBH
16
Segall Bryant & Hamill
Illinois
$490K
RIG
17
Roosevelt Investment Group
New York
$394K
DLG
18
Daniel L. Goodwin
$387K
MAA
19
Mraz Amerine & Associates
California
$304K
BFG
20
Beacon Financial Group
Texas
$262K +$291K +35,034 New
MFP
21
Michael F. Price
$261K
JP Morgan Chase
22
JP Morgan Chase
New York
$236K
U
23
UBS
Switzerland
$231K -$3.97K -477 -2%
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$230K -$125K -15,000 -33%
VKH
25
Virtu KCG Holdings
New York
$220K +$245K +29,464 New

HGT Hedge Fund Activity: Q3 2013 in Review

73 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Hugoton Royalty Trust (HGT) for Q3 2013, worth a combined $39.6M — down 20% from $49.9M a quarter earlier.

Fund positioning in HGT was balanced in Q3 2013: 5 funds opened new positions, 5 closed out, 11 added to existing stakes and 24 trimmed.

The largest buyer was NXG Investment Management, adding an estimated $1.06M. The largest seller was American Century Companies, cutting an estimated $1.61M.

  • 73 institutional investors held Hugoton Royalty Trust (HGT) as of Q3 2013, down from 75 in Q2 2013.
  • Funds reported $39.6M of Hugoton Royalty Trust stock for Q3 2013, down 20% quarter-over-quarter.
  • 5 funds opened new Hugoton Royalty Trust positions in Q3 2013 and 5 closed out, a net change of 0 holders.
  • The largest Hugoton Royalty Trust buyer in Q3 2013 was NXG Investment Management, an estimated $1.06M added.
  • The largest Hugoton Royalty Trust seller in Q3 2013 was American Century Companies, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2013.