MTR

Mesa Royalty Trust
MTR

Overview Fund Activity

17 hedge funds and large institutions have $4.67M invested in Mesa Royalty Trust in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

Holders
17
Holders Change
+6
Holders Change %
+54.55%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFS
1
Essex Financial Services
Connecticut
$435K
2
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$209K
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$45K
4
UBS Group
4
UBS Group
Switzerland
$111K
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$29.8K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$82.2K
3
TRCT
3
Tower Research Capital (TRC)
New York
$8K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$2.7M 122,550 -35,877 -23%
MGAM
2
McGowan Group Asset Management
Texas
$726K 32,987 +158 +0.5%
EFS
3
Essex Financial Services
Connecticut
$435K 19,800 +19,800 New
MAA
4
Mraz Amerine & Associates
California
$256K 11,731 – –
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$209K 9,500 +9,500 New
UBS Group
6
UBS Group
Switzerland
$111K 5,026 +1,118 +29%
Morgan Stanley
7
Morgan Stanley
New York
$82.2K 3,733 -6,744 -64%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$45K 2,079 +2,079 New
JEST
9
JTC Employer Solutions Trustee
Jersey
$44K 2,000 – –
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$29.8K 1,355 +947 +232%
GEA
11
Glen Eagle Advisors
New Jersey
$13.1K 595 +7 +1%
TRCT
12
Tower Research Capital (TRC)
New York
$8K 354 -166 -32%
ASN
13
Advisory Services Network
Georgia
$4.43K 201 +201 New
US Bancorp
14
US Bancorp
Minnesota
$2.2K 100 – –
AIP
15
Ameritas Investment Partners
Nebraska
$2.2K 100 +100 New
NC
16
NewSquare Capital
Pennsylvania
$1.96K 90 +90 New
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$0 25 – –
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –