Mesa Royalty Trust
11 hedge funds and large institutions have $1.89M invested in Mesa Royalty Trust in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
38% more capital invested
Capital invested by funds: $1.37M → $1.89M (+$520K)
10% more funds holding
Funds holding: 10 → 11 (+1)
0.2% less ownership
Funds ownership: 11.99% → 11.79% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$52.8K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$31.5K |
| 3 |
Morgan Stanley
New York
|
+$18.8K |
| 4 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
+$2.71K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$786 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
-$133K |
| 2 |
CCM
Chilton Capital Management
Houston,
Texas
|
-$2K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$731 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wells Fargo
San Francisco,
California
| $1.08M | -$731 | -93 | -0.1% |
|
|
2
Morgan Stanley
New York
| $311K | +$18.8K | +2,390 | +7% |
|
|
MGAM
3
McGowan Group Asset Management
Dallas,
Texas
| $279K | -$133K | -16,886 | -34% |
|
|
MAA
4
Mraz Amerine & Associates
Modesto,
California
| $100K | +$2.71K | +345 | +3% |
|
|
5
BNP Paribas Financial Markets
Paris,
France
| $57.8K | +$52.8K | +6,710 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $39K | +$31.5K | +4,000 | +800% |
|
|
JEST
7
JTC Employer Solutions Trustee
St Helier,
Jersey
| $17K | – | – | – |
|
8
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
9
Creative Planning
Overland Park,
Kansas
| $1K | +$786 | +100 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $1K | +$786 | +100 | New |
|
|
CCM
11
Chilton Capital Management
Houston,
Texas
| – | -$2K | -331 | Closed |
|
MTR Hedge Fund Activity: Q1 2022 in Review
11 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q1 2022, worth a combined $1.89M — up 38% from $1.37M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MTR positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $52.8K. The largest seller was McGowan Group Asset Management, cutting an estimated $133K.
- 11 institutional investors held Mesa Royalty Trust (MTR) as of Q1 2022, up from 10 in Q4 2021.
- Funds reported $1.89M of Mesa Royalty Trust stock for Q1 2022, up 38% quarter-over-quarter.
- 3 funds opened new Mesa Royalty Trust positions in Q1 2022 and 1 closed out, a net change of +2 holders.
- The largest Mesa Royalty Trust buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $52.8K added.
- The largest Mesa Royalty Trust seller in Q1 2022 was McGowan Group Asset Management, an estimated $133K sold.
Based on aggregated 13F filings for Q1 2022.