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HGT

Hugoton Royalty Trust
HGT

Delisted

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

41 hedge funds and large institutions have $4.18M invested in Hugoton Royalty Trust in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $3.65M → $4.18M (+$530K)

5% less funds holding

Funds holding: 4341 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
5
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.78M +$22.7K +32,164 +1%
CWM
2
Cornerstone Wealth Management
Missouri
$1M +$465 +659 New
SPH
3
Steel Partners Holdings
New York
$650K
GIM
4
Greenwich Investment Management
Connecticut
$152K -$882 -1,250 -0.5%
MFP
5
Michael F. Price
$124K
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$121K
Bank of America
7
Bank of America
North Carolina
$57K -$1.84K -2,604 -3%
PAM
8
Panagora Asset Management
Massachusetts
$47K +$24.8K +35,199 +95%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$35K -$45.7K -64,841 -55%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$33K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$28K -$7.05K -10,000 -19%
MWM
12
Merriman Wealth Management
Washington
$20K +$10.6K +15,000 +100%
UBS Group
13
UBS Group
Switzerland
$15K +$7.85K +11,127 +93%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$14K
Morgan Stanley
15
Morgan Stanley
New York
$11K -$14.1K -20,051 -54%
DI
16
Diligent Investors
California
$11K -$141 -200 -1%
NRS
17
Neville Rodie & Shaw
New York
$11K
CIA
18
Capital Investment Advisors
Georgia
$8K -$325 -460 -4%
LPL Financial
19
LPL Financial
California
$8K -$274 -389 -3%
Invesco
20
Invesco
Georgia
$8K +$8.32K +11,797 New
DLG
21
Daniel L. Goodwin
$7K
Goldman Sachs
22
Goldman Sachs
New York
$7K
GCP
23
GSA Capital Partners
United Kingdom
$7K
CCS
24
Crosspoint Capital Strategies
California
$6K
Citigroup
25
Citigroup
New York
$3K +$1.41K +2,000 +94%

HGT Hedge Fund Activity: Q2 2018 in Review

41 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hugoton Royalty Trust (HGT) for Q2 2018, worth a combined $4.18M — up 15% from $3.65M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HGT and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Panagora Asset Management, adding an estimated $24.8K. The largest seller was Royce & Associates, exiting entirely with an estimated $201K sold.

  • 41 institutional investors held Hugoton Royalty Trust (HGT) as of Q2 2018, down from 43 in Q1 2018.
  • Funds reported $4.18M of Hugoton Royalty Trust stock for Q2 2018, up 15% quarter-over-quarter.
  • 4 funds opened new Hugoton Royalty Trust positions in Q2 2018 and 6 closed out, a net change of -2 holders.
  • The largest Hugoton Royalty Trust buyer in Q2 2018 was Panagora Asset Management, an estimated $24.8K added.
  • The largest Hugoton Royalty Trust seller in Q2 2018 was Royce & Associates, an estimated $201K sold.

Based on aggregated 13F filings for Q2 2018.