Mesa Royalty Trust
16 hedge funds and large institutions have $1.65M invested in Mesa Royalty Trust in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
15% more capital invested
Capital invested by funds: $1.44M → $1.65M (+$218K)
1.06% less ownership
Funds ownership: 9.24% → 8.17% (-1.1%)
16% less funds holding
Funds holding: 19 → 16 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hawkins Capital
Houston,
Texas
|
+$50.5K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$25.2K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$15.1K |
| 4 |
Morgan Stanley
New York
|
+$14.8K |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$10.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$259K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$20.5K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$17K |
| 4 |
LCM
Lucas Capital Management
Red Bank,
New Jersey
|
-$6.06K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6K |
MTR Hedge Fund Activity: Q4 2016 in Review
16 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q4 2016, worth a combined $1.65M — up 15% from $1.44M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MTR and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was Hawkins Capital, adding an estimated $50.5K. The largest seller was Wells Fargo, cutting an estimated $259K.
- 16 institutional investors held Mesa Royalty Trust (MTR) as of Q4 2016, down from 19 in Q3 2016.
- Funds reported $1.65M of Mesa Royalty Trust stock for Q4 2016, up 15% quarter-over-quarter.
- 1 fund opened new Mesa Royalty Trust positions in Q4 2016 and 3 closed out, a net change of -2 holders.
- The largest Mesa Royalty Trust buyer in Q4 2016 was Hawkins Capital, an estimated $50.5K added.
- The largest Mesa Royalty Trust seller in Q4 2016 was Wells Fargo, an estimated $259K sold.
Based on aggregated 13F filings for Q4 2016.