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HGT

Hugoton Royalty Trust
HGT

Delisted

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

58 hedge funds and large institutions have $4.7M invested in Hugoton Royalty Trust in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $41K | Put options by funds: $40K

5% less funds holding

Funds holding: 6158 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

20% less capital invested

Capital invested by funds: $5.88M → $4.7M (-$1.18M)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
15
Closed
10
Calls
$41K
Puts
$40K
Net Calls
+$1K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$976K +$801K +525,300 +281%
Wells Fargo
2
Wells Fargo
California
$567K -$20.5K -13,458 -3%
ANTB
3
AMG National Trust Bank
Colorado
$522K -$12.6K -8,237 -2%
RA
4
Royce & Associates
New York
$384K
Morgan Stanley
5
Morgan Stanley
New York
$326K +$68K +44,649 +23%
Bank of America
6
Bank of America
North Carolina
$282K -$175K -114,544 -36%
MFP
7
Michael F. Price
$227K
GIM
8
Greenwich Investment Management
Connecticut
$205K +$1.35K +885 +0.6%
AI
9
ArchPoint Investors
Florida
$171K
CIA
10
Capital Investment Advisors
Georgia
$126K -$746K -489,630 -84%
Deutsche Bank
11
Deutsche Bank
Germany
$104K -$60.6K -39,785 -34%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$98K -$9.3K -6,100 -8%
Renaissance Technologies
13
Renaissance Technologies
New York
$92K -$52.7K -34,594 -34%
VKH
14
Virtu KCG Holdings
New York
$58K -$48.3K -31,696 -43%
Group One Trading
15
Group One Trading
Illinois
$39K
Citadel Advisors
16
Citadel Advisors
Florida
$38K +$22.9K +15,010 +116%
OA
17
Oxbow Advisors
Texas
$37K
LPL Financial
18
LPL Financial
California
$37K +$4.57K +3,000 +12%
SBH
19
Segall Bryant & Hamill
Illinois
$35K
Fidelity Investments
20
Fidelity Investments
Massachusetts
$34K
FFA
21
First Foundation Advisors
California
$30K +$33.5K +22,000 New
DI
22
Diligent Investors
California
$28K -$6.25K -4,100 -17%
BMO
23
Beck Mack & Oliver
New York
$26K
DLG
24
Daniel L. Goodwin
$25K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$24K -$1.69K -1,110 -6%

HGT Hedge Fund Activity: Q1 2016 in Review

58 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hugoton Royalty Trust (HGT) for Q1 2016, worth a combined $4.7M — down 20% from $5.88M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HGT and 8 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 9 added.

The largest buyer was California Public Employees Retirement System, adding an estimated $801K. The largest seller was Capital Investment Advisors, cutting an estimated $746K.

  • 58 institutional investors held Hugoton Royalty Trust (HGT) as of Q1 2016, down from 61 in Q4 2015.
  • Funds reported $4.7M of Hugoton Royalty Trust stock for Q1 2016, down 20% quarter-over-quarter.
  • 8 funds opened new Hugoton Royalty Trust positions in Q1 2016 and 10 closed out, a net change of -2 holders.
  • The largest Hugoton Royalty Trust buyer in Q1 2016 was California Public Employees Retirement System, an estimated $801K added.
  • The largest Hugoton Royalty Trust seller in Q1 2016 was Capital Investment Advisors, an estimated $746K sold.

Based on aggregated 13F filings for Q1 2016.