MTR

Mesa Royalty Trust
MTR

Overview Fund Activity

15 hedge funds and large institutions have $1.46M invested in Mesa Royalty Trust in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
1
Mraz Amerine & Associates
California
$384K
2
Wells Fargo
2
Wells Fargo
California
$407K
3
Morgan Stanley
3
Morgan Stanley
New York
$23K
4
TRCT
4
Tower Research Capital (TRC)
New York
$9K
5
Barclays
5
Barclays
United Kingdom
$6K

Top Sellers

1
DLG
1
Daniel L. Goodwin
$240K
2
Bank of America
2
Bank of America
North Carolina
$189K
3
Citigroup
3
Citigroup
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$407K 19,159 +11,058 +137%
MAA
2
Mraz Amerine & Associates
California
$384K 18,093 +18,093 New
DLG
3
Daniel L. Goodwin
$240K 11,300 -2,800 -20%
Bank of America
4
Bank of America
North Carolina
$189K 8,902 -1,200 -12%
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$60K 2,700 – –
Deutsche Bank
6
Deutsche Bank
Germany
$57K 2,700 – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$47K 2,200 – –
Morgan Stanley
8
Morgan Stanley
New York
$23K 1,087 +1,087 New
U
9
UBS
Switzerland
$21K 1,000 – –
First Manhattan
10
First Manhattan
New York
$14K 700 – –
TRCT
11
Tower Research Capital (TRC)
New York
$9K 430 +430 New
Barclays
12
Barclays
United Kingdom
$6K 299 +71 +31%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2K 100 – –
RFA
14
Reilly Financial Advisors
California
$2K 100 – –
Creative Planning
15
Creative Planning
Kansas
$2K 100 – –
Citigroup
16
Citigroup
New York
– – -500 Closed