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Kimbell Royalty Partners

51 hedge funds and large institutions have $109M invested in Kimbell Royalty Partners in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $84M → $109M (+$25.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.5% less ownership

Funds ownership: 37.04%35.54% (-1.5%)

6% less funds holding

Funds holding: 5451 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

50% less call options, than puts

Call options by funds: $447K | Put options by funds: $900K

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
12
Reduced
16
Closed
12
Calls
$447K
Puts
$900K
Net Calls
-$453K
Net Calls Change
-$525K
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$252K
Stifel Financial
27
Stifel Financial
Missouri
$248K +$44.2K +6,100 +24%
HIP
28
Harrell Investment Partners
Texas
$207K
HH
29
Hilltop Holdings
Texas
$198K
NIM
30
Needham Investment Management
New York
$198K
SPIA
31
Steward Partners Investment Advisory
New York
$174K -$65.1K -9,000 -29%
APG
32
Abacus Planning Group
South Carolina
$174K
JP Morgan Chase
33
JP Morgan Chase
New York
$150K
BRWM
34
B. Riley Wealth Management
Tennessee
$138K -$48.6K -6,710 -28%
Truist Financial
35
Truist Financial
North Carolina
$119K -$35.1K -4,850 -24%
DA
36
Doliver Advisors
Texas
$114K
ECM
37
ExodusPoint Capital Management
New York
$110K +$101K +13,892 New
SFI
38
Susquehanna Fundamental Investments
Pennsylvania
$106K -$108K -14,983 -53%
OQS
39
Occudo Quantitative Strategies
Florida
$104K +$95.2K +13,147 New
WP
40
WealthSource Partners
California
$94K +$6.78K +936 +9%
Morgan Stanley
41
Morgan Stanley
New York
$93K -$182K -25,088 -68%
SWM
42
Stockman Wealth Management
Montana
$91K
MWA
43
Meridian Wealth Advisors
Texas
$85K +$77.8K +10,750 New
Osaic Holdings
44
Osaic Holdings
Arizona
$54K +$2.17K +300 +5%
Bank of America
45
Bank of America
North Carolina
$32K
Simplex Trading
46
Simplex Trading
Illinois
$20K +$16.2K +2,239 +570%
CCC
47
Crescent Capital Consulting
Louisiana
$8K +$7.24K +1,000 New
IAIM
48
International Assets Investment Management
Florida
$5K +$4.54K +627 New
TRCT
49
Tower Research Capital (TRC)
New York
$2K -$73.6K -10,163 -97%
SCP
50
Syntal Capital Partners
Texas
$261

KRP Hedge Fund Activity: Q4 2020 in Review

51 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Kimbell Royalty Partners (KRP) for Q4 2020, worth a combined $109M — up 30% from $84M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of KRP and 9 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 12 added.

The largest buyer was G.F.W. Energy XI, adding an estimated $7.62M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.98M.

  • 51 institutional investors held Kimbell Royalty Partners (KRP) as of Q4 2020, down from 54 in Q3 2020.
  • Funds reported $109M of Kimbell Royalty Partners stock for Q4 2020, up 30% quarter-over-quarter.
  • 9 funds opened new Kimbell Royalty Partners positions in Q4 2020 and 12 closed out, a net change of -3 holders.
  • The largest Kimbell Royalty Partners buyer in Q4 2020 was G.F.W. Energy XI, an estimated $7.62M added.
  • The largest Kimbell Royalty Partners seller in Q4 2020 was T. Rowe Price Associates, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2020.