Mesa Royalty Trust
10 hedge funds and large institutions have $995K invested in Mesa Royalty Trust in 2020 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
0.89% less ownership
Funds ownership: 11.93% → 11.05% (-0.89%)
23% less funds holding
Funds holding: 13 → 10 (-3)
35% less capital invested
Capital invested by funds: $1.54M → $995K (-$547K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$351 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$62.7K |
| 2 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
-$25.1K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$11K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.18K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3K |
MTR Hedge Fund Activity: Q1 2020 in Review
10 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q1 2020, worth a combined $995K — down 35% from $1.54M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MTR and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 1 added.
The largest buyer was Wells Fargo, adding an estimated $351. The largest seller was Morgan Stanley, cutting an estimated $62.7K.
- 10 institutional investors held Mesa Royalty Trust (MTR) as of Q1 2020, down from 13 in Q4 2019.
- Funds reported $995K of Mesa Royalty Trust stock for Q1 2020, down 35% quarter-over-quarter.
- 0 funds opened new Mesa Royalty Trust positions in Q1 2020 and 3 closed out, a net change of -3 holders.
- The largest Mesa Royalty Trust buyer in Q1 2020 was Wells Fargo, an estimated $351 added.
- The largest Mesa Royalty Trust seller in Q1 2020 was Morgan Stanley, an estimated $62.7K sold.
Based on aggregated 13F filings for Q1 2020.