We are live on
!
Find out more
MTR
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.
New
Increased
Maintained
Reduced
Closed
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
Holders
10
Holders Change
-3
Holders Change %
-23.08%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$351 |
Top Sellers
| 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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wells Fargo
San Francisco,
California
| $604K | +$351 | +53 | +0% |
|
|
MGAM
2
McGowan Group Asset Management
Dallas,
Texas
| $243K | -$25.1K | -3,794 | -7% |
|
|
GIM
3
Greenwich Investment Management
Norwalk,
Connecticut
| $112K | – | – | – |
|
4
Bank of America
Charlotte,
North Carolina
| $12K | -$1.59K | -240 | -9% |
|
|
5
UBS Group
Zurich,
Switzerland
| $11K | -$6.18K | -934 | -31% |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | – | – | – |
|
|
7
Morgan Stanley
New York
| $2K | -$62.7K | -9,467 | -96% |
|
|
SIM
8
Sonora Investment Management
Tucson,
Arizona
| $1K | – | – | – |
|
|
RIA
9
Realta Investment Advisors
Wilmington,
Delaware
| – | -$11K | -1,500 | Closed |
|
|
10
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$3K | -533 | Closed |
|