MTR

Mesa Royalty Trust

20 hedge funds and large institutions have $2M invested in Mesa Royalty Trust in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DLG
1
Daniel L. Goodwin
$290K 11,300
GIM
2
Greenwich Investment Management
Connecticut
$273K 10,655 +10,655 New
Fayez Sarofim & Co
3
Fayez Sarofim & Co
Texas
$231K 9,000
RCAG
4
Rehmann Capital Advisory Group
Michigan
$226K 8,805 +20 +0.2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$205K 8,000
Bank of America
6
Bank of America
North Carolina
$180K 7,036 +3,670 +109%
BIT
7
BlackRock Institutional Trust
California
$157K 6,119 +3,507 +134%
Wells Fargo
8
Wells Fargo
California
$140K 5,487 +5,316 +3,109%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$105K 4,100 +4,100 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$56K 2,200
RFA
11
Reilly Financial Advisors
California
$33K 1,300
UBS Group
12
UBS Group
Switzerland
$26K 1,000 +1,000 New
SC
13
Searle & Co
Connecticut
$22K 875 +875 New
Morgan Stanley
14
Morgan Stanley
New York
$21K 800 -200 -20%
First Manhattan
15
First Manhattan
New York
$17K 700
NPC
16
National Planning Corporation
California
$8.33K 350 +350 New
Creative Planning
17
Creative Planning
Kansas
$4K 157
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3K 100
AIG
19
American International Group
New York
$2.57K 100
NFG
20
Next Financial Group
Texas
$1K 25 -200 -89%
NRS
21
Neville Rodie & Shaw
New York
-7,000 Closed
MAA
22
Mraz Amerine & Associates
California
-6,971 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-600 Closed