MTR

Mesa Royalty Trust
MTR

Overview Fund Activity

17 hedge funds and large institutions have $2.52M invested in Mesa Royalty Trust in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BGA
1
Belmont Global Advisors
Texas
$576K
2
Citigroup
2
Citigroup
New York
$4K
3
Creative Planning
3
Creative Planning
Kansas
$4K
4
U
4
UBS
Switzerland
$100K
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$298K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6K
2
Bank of America
2
Bank of America
North Carolina
$96K
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$17K
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
1
Mraz Amerine & Associates
California
$621K 18,229 – –
BGA
2
Belmont Global Advisors
Texas
$576K 16,915 +16,915 New
DLG
3
Daniel L. Goodwin
$385K 11,300 – –
Fayez Sarofim & Co
4
Fayez Sarofim & Co
Texas
$306K 9,000 – –
RCAG
5
Rehmann Capital Advisory Group
Michigan
$298K 8,753 +13 +0.1%
U
6
UBS
Switzerland
$100K 2,932 +26 +0.9%
Bank of America
7
Bank of America
North Carolina
$96K 2,816 -2,336 -45%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$75K 2,200 – –
First Manhattan
9
First Manhattan
New York
$23K 700 – –
Morgan Stanley
10
Morgan Stanley
New York
$17K 500 -39 -7%
Wells Fargo
11
Wells Fargo
California
$6K 170 -18,990 -99%
Creative Planning
12
Creative Planning
Kansas
$4K 132 +32 +32%
Citigroup
13
Citigroup
New York
$4K 121 +121 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3K 100 – –
RFA
15
Reilly Financial Advisors
California
$3K 100 – –
GSC
16
Ground Swell Capital
South Carolina
$3K 100 +100 New
Deutsche Bank
17
Deutsche Bank
Germany
– – -1,200 Closed
Barclays
18
Barclays
United Kingdom
– – -15 Closed
TRCT
19
Tower Research Capital (TRC)
New York
$0 10 – –