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MTR

Mesa Royalty Trust
MTR

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.

New
Increased
Maintained
Reduced
Closed

67% more capital invested

Capital invested by funds: $2.79M → $4.67M (+$1.88M)

55% more funds holding

Funds holding: 11 → 17 (+6)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

0.47% less ownership

Funds ownership: 11.88% → 11.41% (-0.47%)

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

Rank Fund Capital Flow
1
EFS
Essex Financial Services
Connecticut
+$335K
2
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
+$161K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$35.1K
4
UBS Group
UBS Group
Switzerland
+$18.9K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$16K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$606K
2
Morgan Stanley
Morgan Stanley
New York
-$114K
3
TRCT
Tower Research Capital (TRC)
New York
-$2.81K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.7M -$606K -35,877 -23%
MGAM
2
McGowan Group Asset Management
Texas
$726K +$2.67K +158 +0.5%
EFS
3
Essex Financial Services
Connecticut
$435K +$335K +19,800 New
MAA
4
Mraz Amerine & Associates
California
$256K – – –
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$209K +$161K +9,500 New
UBS Group
6
UBS Group
Switzerland
$111K +$18.9K +1,118 +29%
Morgan Stanley
7
Morgan Stanley
New York
$82.2K -$114K -6,744 -64%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$45K +$35.1K +2,079 New
JEST
9
JTC Employer Solutions Trustee
Jersey
$44K – – –
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$29.8K +$16K +947 +232%
GEA
11
Glen Eagle Advisors
New Jersey
$13.1K +$118 +7 +1%
TRCT
12
Tower Research Capital (TRC)
New York
$8K -$2.81K -166 -32%
ASN
13
Advisory Services Network
Georgia
$4.43K +$3.4K +201 New
US Bancorp
14
US Bancorp
Minnesota
$2.2K – – –
AIP
15
Ameritas Investment Partners
Nebraska
$2.2K +$1.69K +100 New
NC
16
NewSquare Capital
Pennsylvania
$1.96K +$1.52K +90 New

MTR Hedge Fund Activity: Q4 2022 in Review

17 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q4 2022, worth a combined $4.67M — up 67% from $2.79M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MTR positions and 0 closed out — a net gain of 6 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Essex Financial Services, opening a new position worth an estimated $335K. The largest seller was Wells Fargo, cutting an estimated $606K.

  • 17 institutional investors held Mesa Royalty Trust (MTR) as of Q4 2022, up from 11 in Q3 2022.
  • Funds reported $4.67M of Mesa Royalty Trust stock for Q4 2022, up 67% quarter-over-quarter.
  • 6 funds opened new Mesa Royalty Trust positions in Q4 2022 and 0 closed out, a net change of +6 holders.
  • The largest Mesa Royalty Trust buyer in Q4 2022 was Essex Financial Services, an estimated $335K added.
  • The largest Mesa Royalty Trust seller in Q4 2022 was Wells Fargo, an estimated $606K sold.

Based on aggregated 13F filings for Q4 2022.