We are live on ! Find out more
MTR

Mesa Royalty Trust
MTR

15 hedge funds and large institutions have $1.89M invested in Mesa Royalty Trust in 2013 Q2 according to their latest regulatory filings, with 15 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

4.45% more ownership

Funds ownership: 0% → 4.45% (+4.5%)

Holders
15
Holders Change
+15
Holders Change %
–
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1
Lucas Capital Management
New Jersey
$827K +$874K +36,343 New
DLG
2
Daniel L. Goodwin
$396K +$418K +17,395 New
Bank of America
3
Bank of America
North Carolina
$230K +$243K +10,102 New
Fayez Sarofim & Co
4
Fayez Sarofim & Co
Texas
$205K +$216K +9,000 New
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$61K +$64.9K +2,700 New
Deutsche Bank
6
Deutsche Bank
Germany
$61K +$64.9K +2,700 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$51K +$52.9K +2,200 New
U
8
UBS
Switzerland
$24K +$25.2K +1,050 New
First Manhattan
9
First Manhattan
New York
$15K +$16.8K +700 New
TRCT
10
Tower Research Capital (TRC)
New York
$7K +$7.21K +300 New
Barclays
11
Barclays
United Kingdom
$4K +$4.23K +176 New
Creative Planning
12
Creative Planning
Kansas
$2K +$2.4K +100 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2K +$2.4K +100 New
RFA
14
Reilly Financial Advisors
California
$2K +$2.4K +100 New
Wells Fargo
15
Wells Fargo
California
– +$24 +1 New

MTR Hedge Fund Activity: Q2 2013 in Review

15 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q2 2013, worth a combined $1.89M.

Buyers outnumbered sellers: 15 funds opened new MTR positions and 0 closed out — a net gain of 15 holders — while 0 added to existing stakes and 0 trimmed.

  • 15 institutional investors held Mesa Royalty Trust (MTR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.89M of Mesa Royalty Trust stock for Q2 2013.
  • 15 funds opened new Mesa Royalty Trust positions in Q2 2013 and 0 closed out, a net change of +15 holders.

Based on aggregated 13F filings for Q2 2013.