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NDRO

Enduro Royalty Trust
NDRO

Delisted

NDRO was delisted on the 13th of September, 2018.

36 hedge funds and large institutions have $262M invested in Enduro Royalty Trust in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $372K

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 3636 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

52% less capital invested

Capital invested by funds: $543M → $262M (-$281M)

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
12
Reduced
14
Closed
7
Calls
$1.25M
Puts
$372K
Net Calls
+$881K
Net Calls Change
+$971K
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
Riverstone Holdings
New York
$97.2M -$208M -15,800,000 -65%
CG
2
Carlyle Group
District of Columbia
$97.2M
KACA
3
Kayne Anderson Capital Advisors
California
$27.1M -$5.31M -402,426 -14%
HCM
4
Hamlin Capital Management
New York
$15.2M -$40.9K -3,105 -0.2%
NIM
5
NXG Investment Management
Texas
$3.87M +$3.3M +250,000 +272%
Goldman Sachs
6
Goldman Sachs
New York
$3.7M +$439K +33,331 +11%
AI
7
ArchPoint Investors
Florida
$3.29M +$312K +23,690 +9%
CCM
8
Cohen Capital Management
California
$2.9M -$2.34M -177,253 -41%
HB
9
Homrich & Berg
Georgia
$2.73M +$124K +9,422 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.44M +$278K +21,091 +20%
CC
11
Cannell & Co
New York
$1.36M -$461K -34,950 -22%
ANTB
12
AMG National Trust Bank
Colorado
$1.08M +$685K +51,953 +118%
Morgan Stanley
13
Morgan Stanley
New York
$814K -$32.9K -2,498 -3%
STMM
14
South Texas Money Management
Texas
$655K +$1.73K +131 +0.2%
LCM
15
Lucas Capital Management
New Jersey
$591K -$58K -4,400 -8%
U
16
UBS
Switzerland
$538K +$91.4K +6,931 +17%
Millennium Management
17
Millennium Management
New York
$450K +$525K +39,802 New
HCP
18
Holt Capital Partners
Texas
$434K +$5.97K +453 +1%
CFN
19
Cordasco Financial Network
Florida
$273K +$6.72K +510 +2%
HHAM
20
HITE Hedge Asset Management
Massachusetts
$273K +$318K +24,127 New
FBC
21
Fairfield, Bush & Co
Connecticut
$271K +$132K +10,000 +71%
TC
22
TFS Capital
Pennsylvania
$237K +$6.42K +487 +2%
BAM
23
Burnham Asset Management
New York
$204K -$5.27K -400 -2%
MAA
24
Mraz Amerine & Associates
California
$137K -$923 -70 -0.6%
Wells Fargo
25
Wells Fargo
California
$106K -$30.3K -2,300 -20%

NDRO Hedge Fund Activity: Q3 2014 in Review

36 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Enduro Royalty Trust (NDRO) for Q3 2014, worth a combined $262M — down 52% from $543M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NDRO positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 14 trimmed.

The largest buyer was NXG Investment Management, adding an estimated $3.3M. The largest seller was Riverstone Holdings, cutting an estimated $208M.

  • 36 institutional investors held Enduro Royalty Trust (NDRO) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $262M of Enduro Royalty Trust stock for Q3 2014, down 52% quarter-over-quarter.
  • 8 funds opened new Enduro Royalty Trust positions in Q3 2014 and 7 closed out, a net change of +1 holder.
  • The largest Enduro Royalty Trust buyer in Q3 2014 was NXG Investment Management, an estimated $3.3M added.
  • The largest Enduro Royalty Trust seller in Q3 2014 was Riverstone Holdings, an estimated $208M sold.

Based on aggregated 13F filings for Q3 2014.