MTR

Mesa Royalty Trust

19 hedge funds and large institutions have $2.32M invested in Mesa Royalty Trust in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DLG
1
Daniel L. Goodwin
$394K 11,300
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$314K 9,000
RCAG
3
Rehmann Capital Advisory Group
Michigan
$306K 8,785 +32 +0.4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$279K 8,000 +8,000 New
NRS
5
Neville Rodie & Shaw
New York
$244K 7,000 +7,000 New
MAA
6
Mraz Amerine & Associates
California
$243K 6,971 -11,258 -62%
Bank of America
7
Bank of America
North Carolina
$118K 3,366 +550 +20%
U
8
UBS
Switzerland
$108K 3,107 +175 +6%
BIT
9
BlackRock Institutional Trust
California
$91K 2,612 +2,612 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$77K 2,200
RFA
11
Reilly Financial Advisors
California
$45K 1,300 +1,200 +1,200%
Morgan Stanley
12
Morgan Stanley
New York
$35K 1,000 +500 +100%
First Manhattan
13
First Manhattan
New York
$24K 700
TRCT
14
Tower Research Capital (TRC)
New York
$21K 600 +590 +5,900%
NFG
15
Next Financial Group
Texas
$8K 225 +225 New
Wells Fargo
16
Wells Fargo
California
$6K 171 +1 +0.6%
Creative Planning
17
Creative Planning
Kansas
$5K 157 +25 +19%
AIG
18
American International Group
New York
$3.49K 100 +100 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3K 100
BGA
20
Belmont Global Advisors
Texas
-16,915 Closed
Citigroup
21
Citigroup
New York
-121 Closed
GSC
22
Ground Swell Capital
South Carolina
-100 Closed