Mesa Royalty Trust
14 hedge funds and large institutions have $2.97M invested in Mesa Royalty Trust in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 5 closing their positions.
13% more capital inflows, than outflows
Capital inflows: $451K | Capital outflows: $401K
0.28% more ownership
Funds ownership: 10.21% → 10.49% (+0.28%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
13% less funds holding
Funds holding: 16 → 14 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$208K |
| 2 |
Morgan Stanley
New York
|
+$201K |
| 3 |
JP Morgan Chase
New York
|
+$25.6K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.78K |
| 5 |
McGowan Group Asset Management
Dallas,
Texas
|
+$5.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fayez Sarofim & Co
Houston,
Texas
|
-$234K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$122K |
| 3 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
-$25.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12.9K |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$2.41K |
MTR Hedge Fund Activity: Q3 2023 in Review
14 of the 6,317 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q3 2023, worth a combined $2.97M — down 37% from $4.67M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MTR and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 3 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $208K. The largest seller was Fayez Sarofim & Co, exiting entirely with an estimated $234K sold.
- 14 institutional investors held Mesa Royalty Trust (MTR) as of Q3 2023, down from 16 in Q2 2023.
- Funds reported $2.97M of Mesa Royalty Trust stock for Q3 2023, down 37% quarter-over-quarter.
- 3 funds opened new Mesa Royalty Trust positions in Q3 2023 and 5 closed out, a net change of -2 holders.
- The largest Mesa Royalty Trust buyer in Q3 2023 was Susquehanna International Group, an estimated $208K added.
- The largest Mesa Royalty Trust seller in Q3 2023 was Fayez Sarofim & Co, an estimated $234K sold.
Based on aggregated 13F filings for Q3 2023.