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MTR

Mesa Royalty Trust
MTR

17 hedge funds and large institutions have $3.95M invested in Mesa Royalty Trust in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

13% more funds holding

Funds holding: 15 → 17 (+2)

2% more ownership

Funds ownership: 12.12% → 14.12% (+2%)

5% less capital invested

Capital invested by funds: $4.16M → $3.95M (-$211K)

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$272K
2
MGAM
McGowan Group Asset Management
Texas
+$171K
3
GIM
Greenwich Investment Management
Connecticut
+$164K
4
FMA
FNY Managed Accounts
New York
+$72.9K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$30.1K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$104K
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$56K

MTR Hedge Fund Activity: Q1 2018 in Review

17 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q1 2018, worth a combined $3.95M — down 5.1% from $4.16M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MTR positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Wells Fargo, adding an estimated $272K. The largest seller was Morgan Stanley, cutting an estimated $104K.

  • 17 institutional investors held Mesa Royalty Trust (MTR) as of Q1 2018, up from 15 in Q4 2017.
  • Funds reported $3.95M of Mesa Royalty Trust stock for Q1 2018, down 5.1% quarter-over-quarter.
  • 3 funds opened new Mesa Royalty Trust positions in Q1 2018 and 1 closed out, a net change of +2 holders.
  • The largest Mesa Royalty Trust buyer in Q1 2018 was Wells Fargo, an estimated $272K added.
  • The largest Mesa Royalty Trust seller in Q1 2018 was Morgan Stanley, an estimated $104K sold.

Based on aggregated 13F filings for Q1 2018.