Mesa Royalty Trust
12 hedge funds and large institutions have $1.52M invested in Mesa Royalty Trust in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
0.03% more ownership
Funds ownership: 9.28% → 9.31% (+0.03%)
17% less capital invested
Capital invested by funds: $1.83M → $1.52M (-$309K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$112K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$54.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$9.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$116K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$52K |
| 3 |
MSG
Main Street Group
Glen Allen,
Virginia
|
-$1.06K |
| 4 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$752 |
| 5 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
-$179 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wells Fargo
San Francisco,
California
| $876K | -$52K | -5,538 | -5% |
|
|
MGAM
2
McGowan Group Asset Management
Dallas,
Texas
| $279K | -$179 | -19 | -0.1% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $105K | +$112K | +11,918 | New |
|
|
MAA
4
Mraz Amerine & Associates
Modesto,
California
| $88.8K | -$752 | -80 | -0.8% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $50.9K | +$54.2K | +5,771 | New |
|
|
6
Morgan Stanley
New York
| $47.1K | -$116K | -12,362 | -70% |
|
|
7
UBS Group
Zurich,
Switzerland
| $38K | +$9.07K | +965 | +29% |
|
|
JEST
8
JTC Employer Solutions Trustee
St Helier,
Jersey
| $17K | – | – | – |
|
9
JP Morgan Chase
New York
| $11.5K | – | – | – |
|
|
WTC
10
WhitTier Trust Company
Reno,
Nevada
| $5.88K | – | – | – |
|
|
CCM
11
Chilton Capital Management
Houston,
Texas
| $2.81K | – | – | – |
|
12
US Bancorp
Minneapolis,
Minnesota
| $882 | – | – | – |
|
|
MSG
13
Main Street Group
Glen Allen,
Virginia
| – | -$1.06K | -100 | Closed |
|
MTR Hedge Fund Activity: Q2 2024 in Review
12 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q2 2024, worth a combined $1.52M — down 17% from $1.83M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MTR positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $112K. The largest seller was Morgan Stanley, cutting an estimated $116K.
- 12 institutional investors held Mesa Royalty Trust (MTR) as of Q2 2024, up from 11 in Q1 2024.
- Funds reported $1.52M of Mesa Royalty Trust stock for Q2 2024, down 17% quarter-over-quarter.
- 2 funds opened new Mesa Royalty Trust positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest Mesa Royalty Trust buyer in Q2 2024 was Susquehanna International Group, an estimated $112K added.
- The largest Mesa Royalty Trust seller in Q2 2024 was Morgan Stanley, an estimated $116K sold.
Based on aggregated 13F filings for Q2 2024.