We are live on ! Find out more
HGT

Hugoton Royalty Trust
HGT

Delisted

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

58 hedge funds and large institutions have $10.7M invested in Hugoton Royalty Trust in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $85K | Put options by funds: $68K

17% less funds holding

Funds holding: 7058 (-12)

36% less capital invested

Capital invested by funds: $16.7M → $10.7M (-$5.98M)

58% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 24

71% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 17

Holders
58
Holders Change
-12
Holders Change %
-17.14%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
24
Closed
17
Calls
$85K
Puts
$68K
Net Calls
+$17K
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$2.64M -$236K -80,587 -8%
Bank of America
2
Bank of America
North Carolina
$1.51M +$48.6K +16,574 +3%
ANTB
3
AMG National Trust Bank
Colorado
$1.12M -$22K -7,512 -2%
Wells Fargo
4
Wells Fargo
California
$1.01M +$181K +61,720 +22%
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$552K
GIM
6
Greenwich Investment Management
Connecticut
$443K -$311K -106,025 -41%
Morgan Stanley
7
Morgan Stanley
New York
$414K -$55.2K -18,837 -12%
MFP
8
Michael F. Price
$372K
AI
9
ArchPoint Investors
Florida
$368K
CC
10
Cannell & Co
New York
$208K +$3.23K +1,100 +2%
BMO
11
Beck Mack & Oliver
New York
$202K -$11.7K -4,000 -6%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$195K -$143K -48,900 -42%
RIG
13
Roosevelt Investment Group
New York
$138K
Group One Trading
14
Group One Trading
Illinois
$105K +$80.9K +27,600 +347%
PFS
15
Prospera Financial Services
Texas
$91K
GCP
16
GSA Capital Partners
United Kingdom
$79K -$10.1K -3,449 -11%
DLG
17
Daniel L. Goodwin
$79K -$8.79K -3,000 -10%
SBH
18
Segall Bryant & Hamill
Illinois
$77K -$2.35K -800 -3%
Goldman Sachs
19
Goldman Sachs
New York
$77K
Fidelity Investments
20
Fidelity Investments
Massachusetts
$74K +$73.3K +25,000 New
DI
21
Diligent Investors
California
$70K +$879 +300 +1%
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$61K
CLOS
23
Compagnie Lombard Odier SCmA
Switzerland
$59K -$14.7K -5,000 -20%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$58K -$153K -52,327 -73%
KBC Group
25
KBC Group
Belgium
$57K -$45.9K -15,659 -45%

HGT Hedge Fund Activity: Q3 2015 in Review

58 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Hugoton Royalty Trust (HGT) for Q3 2015, worth a combined $10.7M — down 36% from $16.7M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HGT and 5 opened new positions — a net loss of 12 holders — while 24 trimmed existing stakes and 10 added.

The largest buyer was Wells Fargo, adding an estimated $181K. The largest seller was Systematic Financial Management, exiting entirely with an estimated $1.73M sold.

  • 58 institutional investors held Hugoton Royalty Trust (HGT) as of Q3 2015, down from 70 in Q2 2015.
  • Funds reported $10.7M of Hugoton Royalty Trust stock for Q3 2015, down 36% quarter-over-quarter.
  • 5 funds opened new Hugoton Royalty Trust positions in Q3 2015 and 17 closed out, a net change of -12 holders.
  • The largest Hugoton Royalty Trust buyer in Q3 2015 was Wells Fargo, an estimated $181K added.
  • The largest Hugoton Royalty Trust seller in Q3 2015 was Systematic Financial Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2015.