Mesa Royalty Trust
16 hedge funds and large institutions have $2.05M invested in Mesa Royalty Trust in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
40% more capital invested
Capital invested by funds: $1.46M → $2.05M (+$591K)
7% more funds holding
Funds holding: 15 → 16 (+1)
0.57% more ownership
Funds ownership: 3.69% → 4.26% (+0.57%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fayez Sarofim & Co
Houston,
Texas
|
+$208K |
| 2 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$202K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$44.1K |
| 4 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
+$3.15K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$86.8K |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$60K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$34.7K |
| 4 |
Morgan Stanley
New York
|
-$12.7K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$9.73K |
MTR Hedge Fund Activity: Q1 2014 in Review
16 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q1 2014, worth a combined $2.05M — up 40% from $1.46M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MTR positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Fayez Sarofim & Co, opening a new position worth an estimated $208K. The largest seller was Bank of America, cutting an estimated $86.8K.
- 16 institutional investors held Mesa Royalty Trust (MTR) as of Q1 2014, up from 15 in Q4 2013.
- Funds reported $2.05M of Mesa Royalty Trust stock for Q1 2014, up 40% quarter-over-quarter.
- 2 funds opened new Mesa Royalty Trust positions in Q1 2014 and 1 closed out, a net change of +1 holder.
- The largest Mesa Royalty Trust buyer in Q1 2014 was Fayez Sarofim & Co, an estimated $208K added.
- The largest Mesa Royalty Trust seller in Q1 2014 was Bank of America, an estimated $86.8K sold.
Based on aggregated 13F filings for Q1 2014.