Mesa Royalty Trust
10 hedge funds and large institutions have $1.86M invested in Mesa Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
576% more capital invested
Capital invested by funds: $275K → $1.86M (+$1.59M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
14.25% more ownership
Funds ownership: 2.61% → 16.86% (+14%)
17% less funds holding
Funds holding: 12 → 10 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$1.66M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$26.3K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.15K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JEST
JTC Employer Solutions Trustee
St Helier,
Jersey
|
-$11K |
| 2 |
Morgan Stanley
New York
|
-$8.81K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.96K |
| 4 |
ATS
Ashton Thomas Securities
Rochester,
New York
|
-$1.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATPW
1
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.57M | +$1.66M | +263,823 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $112K | +$8.15K | +1,293 | +7% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $84.1K | +$26.3K | +4,169 | +41% |
|
|
MAA
4
Mraz Amerine & Associates
Modesto,
California
| $57.9K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $22.8K | +$1.86K | +296 | +8% |
|
6
JP Morgan Chase
New York
| $7.68K | – | – | – |
|
|
WTC
7
WhitTier Trust Company
Reno,
Nevada
| $3.94K | – | – | – |
|
|
8
Morgan Stanley
New York
| $2.38K | -$8.81K | -1,398 | -78% |
|
|
CCM
9
Chilton Capital Management
Houston,
Texas
| $1.91K | – | – | – |
|
10
US Bancorp
Minneapolis,
Minnesota
| $591 | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| $1 | -$4.96K | -787 | Closed |
|
|
JEST
12
JTC Employer Solutions Trustee
St Helier,
Jersey
| – | -$11K | -2,000 | Closed |
|
|
ATS
13
Ashton Thomas Securities
Rochester,
New York
| – | -$1.75K | -309 | Closed |
|
MTR Hedge Fund Activity: Q4 2024 in Review
10 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q4 2024, worth a combined $1.86M — up 576% from $275K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MTR and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $1.66M. The largest seller was JTC Employer Solutions Trustee, exiting entirely with an estimated $11K sold.
- 10 institutional investors held Mesa Royalty Trust (MTR) as of Q4 2024, down from 12 in Q3 2024.
- Funds reported $1.86M of Mesa Royalty Trust stock for Q4 2024, up 576% quarter-over-quarter.
- 1 fund opened new Mesa Royalty Trust positions in Q4 2024 and 3 closed out, a net change of -2 holders.
- The largest Mesa Royalty Trust buyer in Q4 2024 was Ashton Thomas Private Wealth, an estimated $1.66M added.
- The largest Mesa Royalty Trust seller in Q4 2024 was JTC Employer Solutions Trustee, an estimated $11K sold.
Based on aggregated 13F filings for Q4 2024.