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MTR

Mesa Royalty Trust
MTR

11 hedge funds and large institutions have $1.83M invested in Mesa Royalty Trust in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.56% less ownership

Funds ownership: 13.84% → 9.28% (-4.6%)

21% less funds holding

Funds holding: 14 → 11 (-3)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

46% less capital invested

Capital invested by funds: $3.39M → $1.83M (-$1.56M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
11
Holders Change
-3
Holders Change %
-21.43%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WTC
WhitTier Trust Company
Nevada
+$7.08K
2
Wells Fargo
Wells Fargo
California
+$2.14K
3
UBS Group
UBS Group
Switzerland
+$1.39K

Top Sellers

Rank Fund Capital Flow
1
SWP
Significant Wealth Partners
Illinois
-$549K
2
Morgan Stanley
Morgan Stanley
New York
-$249K
3
Citadel Advisors
Citadel Advisors
Florida
-$230K
4
MAA
Mraz Amerine & Associates
California
-$12.3K
5
MGAM
McGowan Group Asset Management
Texas
-$12.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.11M +$2.14K +202 +0.2%
MGAM
2
McGowan Group Asset Management
Texas
$336K -$12.3K -1,158 -4%
Morgan Stanley
3
Morgan Stanley
New York
$188K -$249K -23,499 -57%
MAA
4
Mraz Amerine & Associates
California
$111K -$12.3K -1,160 -10%
UBS Group
5
UBS Group
Switzerland
$35.6K +$1.39K +131 +4%
JEST
6
JTC Employer Solutions Trustee
Jersey
$21K – – –
JP Morgan Chase
7
JP Morgan Chase
New York
$13.8K – – –
WTC
8
WhitTier Trust Company
Nevada
$7.08K +$7.08K +667 New
CCM
9
Chilton Capital Management
Texas
$3.49K – – –
MSG
10
Main Street Group
Virginia
$1.06K – – –
US Bancorp
11
US Bancorp
Minnesota
$1.06K – – –
SWP
12
Significant Wealth Partners
Illinois
– -$549K -42,099 Closed
Citadel Advisors
13
Citadel Advisors
Florida
– -$230K -17,460 Closed
MIM
14
Macroview Investment Management
Maryland
– -$3.43K -263 Closed
CAM
15
Creekmur Asset Management
Illinois
– -$1.32K -100 Closed

MTR Hedge Fund Activity: Q1 2024 in Review

11 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q1 2024, worth a combined $1.83M — down 46% from $3.39M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MTR and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 2 added.

The largest buyer was WhitTier Trust Company, opening a new position worth an estimated $7.08K. The largest seller was Significant Wealth Partners, exiting entirely with an estimated $549K sold.

  • 11 institutional investors held Mesa Royalty Trust (MTR) as of Q1 2024, down from 14 in Q4 2023.
  • Funds reported $1.83M of Mesa Royalty Trust stock for Q1 2024, down 46% quarter-over-quarter.
  • 1 fund opened new Mesa Royalty Trust positions in Q1 2024 and 4 closed out, a net change of -3 holders.
  • The largest Mesa Royalty Trust buyer in Q1 2024 was WhitTier Trust Company, an estimated $7.08K added.
  • The largest Mesa Royalty Trust seller in Q1 2024 was Significant Wealth Partners, an estimated $549K sold.

Based on aggregated 13F filings for Q1 2024.