Mesa Royalty Trust
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.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
23% more capital invested
Capital invested by funds: $2.05M → $2.52M (+$466K)
6% more funds holding
Funds holding: 16 → 17 (+1)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
0.29% less ownership
Funds ownership: 4.26% → 3.97% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGA
Belmont Global Advisors
Dallas,
Texas
|
+$510K |
| 2 |
Citigroup
New York
|
+$3.65K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$966 |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$784 |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$392 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$573K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$70.5K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$31K |
| 4 |
Morgan Stanley
New York
|
-$1.18K |
MTR Hedge Fund Activity: Q2 2014 in Review
17 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q2 2014, worth a combined $2.52M — up 23% from $2.05M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MTR positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Belmont Global Advisors, opening a new position worth an estimated $510K. The largest seller was Wells Fargo, cutting an estimated $573K.
- 17 institutional investors held Mesa Royalty Trust (MTR) as of Q2 2014, up from 16 in Q1 2014.
- Funds reported $2.52M of Mesa Royalty Trust stock for Q2 2014, up 23% quarter-over-quarter.
- 3 funds opened new Mesa Royalty Trust positions in Q2 2014 and 2 closed out, a net change of +1 holder.
- The largest Mesa Royalty Trust buyer in Q2 2014 was Belmont Global Advisors, an estimated $510K added.
- The largest Mesa Royalty Trust seller in Q2 2014 was Wells Fargo, an estimated $573K sold.
Based on aggregated 13F filings for Q2 2014.