Mesa Royalty Trust
19 hedge funds and large institutions have $2.15M invested in Mesa Royalty Trust in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
6% more funds holding
Funds holding: 18 → 19 (+1)
0.31% less ownership
Funds ownership: 10.18% → 9.87% (-0.31%)
14% less capital invested
Capital invested by funds: $2.51M → $2.15M (-$358K)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$34.1K |
| 2 |
NIC
Northwest Investment Counselors
Lake Oswego,
Oregon
|
+$10.9K |
| 3 |
AIM
Acrospire Investment Management
Chicago,
Illinois
|
+$8.19K |
| 4 |
Renaissance Technologies
New York
|
+$6.07K |
| 5 |
Morgan Stanley
New York
|
+$4.09K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$100K |
| 2 |
LCM
Lucas Capital Management
Red Bank,
New Jersey
|
-$24.7K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.82K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.96K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.38K |
MTR Hedge Fund Activity: Q2 2017 in Review
19 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q2 2017, worth a combined $2.15M — down 14% from $2.51M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MTR positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Creative Planning, adding an estimated $34.1K. The largest seller was Wells Fargo, cutting an estimated $100K.
- 19 institutional investors held Mesa Royalty Trust (MTR) as of Q2 2017, up from 18 in Q1 2017.
- Funds reported $2.15M of Mesa Royalty Trust stock for Q2 2017, down 14% quarter-over-quarter.
- 2 funds opened new Mesa Royalty Trust positions in Q2 2017 and 1 closed out, a net change of +1 holder.
- The largest Mesa Royalty Trust buyer in Q2 2017 was Creative Planning, an estimated $34.1K added.
- The largest Mesa Royalty Trust seller in Q2 2017 was Wells Fargo, an estimated $100K sold.
Based on aggregated 13F filings for Q2 2017.