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Kimbell Royalty Partners

135 hedge funds and large institutions have $372M invested in Kimbell Royalty Partners in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $10M | Put options by funds: $4.29M

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.92% less ownership

Funds ownership: 39.51%35.6% (-3.9%)

11% less capital invested

Capital invested by funds: $419M → $372M (-$46.4M)

12% less funds holding

Funds holding: 153135 (-18)

68% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 25

Holders
135
Holders Change
-18
Holders Change %
-11.76%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
57
Reduced
37
Closed
25
Calls
$10M
Puts
$4.29M
Net Calls
+$5.73M
Net Calls Change
-$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$300K
PI
77
PEAK6 Investments
Illinois
$276K +$284K +18,137 New
Teacher Retirement System of Texas
78
Teacher Retirement System of Texas
Texas
$272K -$35.2K -2,248 -11%
VEA
79
Virtus ETF Advisers
New York
$268K +$276K +17,629 New
Truist Financial
80
Truist Financial
North Carolina
$244K +$2.96K +189 +1%
HH
81
Hilltop Holdings
Texas
$241K +$83K +5,300 +50%
Legal & General Group
82
Legal & General Group
United Kingdom
$238K +$18.3K +1,165 +8%
ASRS
83
Arizona State Retirement System
Arizona
$238K +$6.39K +408 +3%
DA
84
Doliver Advisors
Texas
$220K
WP
85
WealthSource Partners
California
$217K +$752 +48 +0.3%
CF
86
Centaurus Financial
California
$212K +$23.1K +1,475 +12%
VI
87
Vestcor Inc
New Brunswick, Canada
$200K -$8.87K -566 -4%
SW
88
SVB Wealth
Massachusetts
$198K -$7.33K -468 -3%
Bank of America
89
Bank of America
North Carolina
$191K -$49.9K -3,187 -20%
BG
90
Bahl & Gaynor
Ohio
$190K
HWM
91
HB Wealth Management
Georgia
$183K
NCM
92
NCM Capital Management
New Jersey
$182K +$251 +16 +0.1%
AIA
93
Arrow Investment Advisors
Maryland
$181K +$20.4K +1,304 +12%
AWM
94
Apollon Wealth Management
South Carolina
$177K -$92.5K -5,904 -34%
RJT
95
Raymond James Trust
Florida
$170K
SWA
96
Sutton Wealth Advisors
Florida
$167K +$5.37K +343 +3%
MWAM
97
Manhattan West Asset Management
California
$166K -$6.27K -400 -4%
SB
98
Simmons Bank
Arkansas
$164K
AC
99
Annandale Capital
Texas
$160K
CSS
100
Cubist Systematic Strategies
Connecticut
$157K +$4.64K +296 +3%