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Kimbell Royalty Partners

140 hedge funds and large institutions have $414M invested in Kimbell Royalty Partners in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 30

29% more capital invested

Capital invested by funds: $321M → $414M (+$93.6M)

1.53% more ownership

Funds ownership: 33.52%35.06% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less call options, than puts

Call options by funds: $5.27M | Put options by funds: $5.53M

3% less funds holding

Funds holding: 145140 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
60
Reduced
30
Closed
20
Calls
$5.27M
Puts
$5.53M
Net Calls
-$261K
Net Calls Change
-$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$3.53M -$169K -11,163 -5%
LPL Financial
27
LPL Financial
California
$2.79M +$290K +19,146 +12%
NIM
28
NXG Investment Management
Texas
$2.42M
Swiss National Bank
29
Swiss National Bank
Switzerland
$2.28M +$237K +15,600 +12%
ACA
30
Aptus Capital Advisors
Alabama
$2.28M +$2.16M +142,506 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.25M +$980K +64,615 +85%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2M -$431K -28,394 -19%
CS
33
Credit Suisse
Switzerland
$2M +$103K +6,817 +6%
VI
34
Vestcor Inc
New Brunswick, Canada
$1.97M +$817K +53,841 +77%
Wells Fargo
35
Wells Fargo
California
$1.76M -$113K -7,439 -6%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$1.6M +$1.52M +100,000 New
GA
37
GraniteShares Advisors
New York
$1.39M +$627K +41,333 +91%
State Street
38
State Street
Massachusetts
$1.32M +$78.3K +5,166 +7%
QC
39
Quadrature Capital
United Kingdom
$1.2M +$1.14M +74,930 New
Goldman Sachs
40
Goldman Sachs
New York
$1.17M +$199K +13,100 +22%
TCMG
41
TSP Capital Management Group
New Jersey
$1.15M -$10.6K -700 -1%
HKAM
42
Horizon Kinetics Asset Management
New York
$1.14M +$30K +1,981 +3%
CC
43
Cannell & Co
New York
$1.1M
RA
44
Royce & Associates
New York
$1.1M
TD Asset Management
45
TD Asset Management
Ontario, Canada
$1.03M +$511K +33,678 +110%
Northern Trust
46
Northern Trust
Illinois
$994K -$62.8K -4,140 -6%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$922K +$93.6K +6,171 +12%
USGIU
48
U.S. Global Investors (USGI)
Texas
$880K
SPIA
49
Steward Partners Investment Advisory
New York
$880K +$146K +9,598 +21%
Cerity Partners
50
Cerity Partners
New York
$864K -$1.08M -71,141 -57%