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HGT

Hugoton Royalty Trust
HGT

Delisted

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

77 hedge funds and large institutions have $30.4M invested in Hugoton Royalty Trust in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 7677 (+1)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

43% less capital invested

Capital invested by funds: $53.2M → $30.4M (-$22.8M)

87% less call options, than puts

Call options by funds: $93K | Put options by funds: $735K

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
15
Reduced
21
Closed
12
Calls
$93K
Puts
$735K
Net Calls
-$642K
Net Calls Change
+$648K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$5.96M +$26.7K +3,590 +0.4%
Bank of America
2
Bank of America
North Carolina
$2.6M -$91.5K -12,323 -3%
ANTB
3
AMG National Trust Bank
Colorado
$2.44M +$107K +14,426 +4%
SFM
4
Systematic Financial Management
New Jersey
$1.72M +$88.7K +11,945 +4%
MGAM
5
McGowan Group Asset Management
Texas
$1.65M -$3.14M -422,974 -60%
GIM
6
Greenwich Investment Management
Connecticut
$1.62M +$483K +65,120 +31%
Wells Fargo
7
Wells Fargo
California
$1.53M +$1.01M +136,548 +109%
Morgan Stanley
8
Morgan Stanley
New York
$1.47M -$415K -55,945 -18%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$1.46M
BIT
10
BlackRock Institutional Trust
California
$935K +$1.19M +160,047 New
Two Sigma Advisers
11
Two Sigma Advisers
New York
$879K -$377K -50,800 -25%
AI
12
ArchPoint Investors
Florida
$729K
CC
13
Cannell & Co
New York
$501K -$122K -16,444 -16%
Citadel Advisors
14
Citadel Advisors
Florida
$497K +$187K +25,171 +42%
BMO
15
Beck Mack & Oliver
New York
$424K
GCP
16
GSA Capital Partners
United Kingdom
$396K +$503K +67,780 New
Two Sigma Investments
17
Two Sigma Investments
New York
$328K -$661K -88,996 -61%
RIG
18
Roosevelt Investment Group
New York
$308K
DLG
19
Daniel L. Goodwin
$260K
Millennium Management
20
Millennium Management
New York
$260K +$221K +29,743 +201%
NCCM
21
Nine Chapters Capital Management
New Jersey
$253K -$54.2K -7,300 -14%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$240K -$405K -54,547 -57%
MFP
23
Michael F. Price
$204K
LPL Financial
24
LPL Financial
California
$184K -$28.2K -3,794 -11%
PFS
25
Prospera Financial Services
Texas
$181K -$74.7K -10,062 -25%

HGT Hedge Fund Activity: Q1 2015 in Review

77 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hugoton Royalty Trust (HGT) for Q1 2015, worth a combined $30.4M — down 43% from $53.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HGT positions and 12 closed out — a net gain of 2 holders — while 15 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock Institutional Trust, opening a new position worth an estimated $1.19M. The largest seller was Royce & Associates, exiting entirely with an estimated $4.72M sold.

  • 77 institutional investors held Hugoton Royalty Trust (HGT) as of Q1 2015, up from 76 in Q4 2014.
  • Funds reported $30.4M of Hugoton Royalty Trust stock for Q1 2015, down 43% quarter-over-quarter.
  • 14 funds opened new Hugoton Royalty Trust positions in Q1 2015 and 12 closed out, a net change of +2 holders.
  • The largest Hugoton Royalty Trust buyer in Q1 2015 was BlackRock Institutional Trust, an estimated $1.19M added.
  • The largest Hugoton Royalty Trust seller in Q1 2015 was Royce & Associates, an estimated $4.72M sold.

Based on aggregated 13F filings for Q1 2015.