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MTR

Mesa Royalty Trust
MTR

17 hedge funds and large institutions have $3.03M invested in Mesa Royalty Trust in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

41% more capital invested

Capital invested by funds: $2.15M → $3.03M (+$886K)

0.69% more ownership

Funds ownership: 9.87% → 10.57% (+0.69%)

11% less funds holding

Funds holding: 19 → 17 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$250K
2
GIM
Greenwich Investment Management
Connecticut
+$187K
3
Morgan Stanley
Morgan Stanley
New York
+$96.6K
4
Deutsche Bank
Deutsche Bank
Germany
+$38.6K
5
UBS Group
UBS Group
Switzerland
+$11.4K

Top Sellers

Rank Fund Capital Flow
1
LCM
Lucas Capital Management
New Jersey
-$317K
2
Creative Planning
Creative Planning
Kansas
-$32K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$25.8K

MTR Hedge Fund Activity: Q3 2017 in Review

17 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q3 2017, worth a combined $3.03M — up 41% from $2.15M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MTR and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 6 added.

The largest buyer was Wells Fargo, adding an estimated $250K. The largest seller was Lucas Capital Management, exiting entirely with an estimated $317K sold.

  • 17 institutional investors held Mesa Royalty Trust (MTR) as of Q3 2017, down from 19 in Q2 2017.
  • Funds reported $3.03M of Mesa Royalty Trust stock for Q3 2017, up 41% quarter-over-quarter.
  • 1 fund opened new Mesa Royalty Trust positions in Q3 2017 and 3 closed out, a net change of -2 holders.
  • The largest Mesa Royalty Trust buyer in Q3 2017 was Wells Fargo, an estimated $250K added.
  • The largest Mesa Royalty Trust seller in Q3 2017 was Lucas Capital Management, an estimated $317K sold.

Based on aggregated 13F filings for Q3 2017.