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Kimbell Royalty Partners

53 hedge funds and large institutions have $75.3M invested in Kimbell Royalty Partners in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

2% less funds holding

Funds holding: 5453 (-1)

12.47% less ownership

Funds ownership: 50.45%37.98% (-12%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

66% less capital invested

Capital invested by funds: $224M → $75.3M (-$149M)

95% less call options, than puts

Call options by funds: $5K | Put options by funds: $110K

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
20
Reduced
13
Closed
12
Calls
$5K
Puts
$110K
Net Calls
-$105K
Net Calls Change
-$105K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$287K -$532K -44,186 -47%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$285K
BOTOTLSJU
28
Board of Trustees of The Leland Stanford Junior University
California
$262K
UBS Group
29
UBS Group
Switzerland
$236K +$155K +12,839 +47%
SPIA
30
Steward Partners Investment Advisory
New York
$183K +$173K +14,350 +84%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$154K +$319K +26,500 New
HH
32
Hilltop Holdings
Texas
$146K -$94.2K -7,821 -24%
NIM
33
Needham Investment Management
New York
$146K
BRWM
34
B. Riley Wealth Management
Tennessee
$141K +$80.8K +6,710 +38%
HIP
35
Harrell Investment Partners
Texas
$141K +$292K +24,203 New
TFS
36
TrustCore Financial Services
Tennessee
$135K
APG
37
Abacus Planning Group
South Carolina
$128K +$72.3K +6,000 +38%
MWNA
38
Marshall Wace North America
New York
$114K -$412K -34,219 -64%
JP Morgan Chase
39
JP Morgan Chase
New York
$111K -$53.8K -4,470 -19%
SI
40
Stephens Inc
Arkansas
$96K +$48.5K +4,026 +32%
Stifel Financial
41
Stifel Financial
Missouri
$95K +$2.41K +200 +1%
DA
42
Doliver Advisors
Texas
$95K +$174K +14,443 New
CAM
43
Concorde Asset Management
Michigan
$87K +$181K +15,000 New
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$86K +$185K +15,363 New
Truist Financial
45
Truist Financial
North Carolina
$76K +$158K +13,150 New
SWM
46
Stockman Wealth Management
Montana
$67K +$139K +11,500 New
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$66K
Marshall Wace
48
Marshall Wace
United Kingdom
$51K -$251K -20,866 -70%
Osaic Holdings
49
Osaic Holdings
Arizona
$29K +$60.2K +5,000 New
Simplex Trading
50
Simplex Trading
Illinois
$17K +$36.3K +3,014 New