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NDRO

Enduro Royalty Trust
NDRO

Delisted

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

28 hedge funds and large institutions have $106M invested in Enduro Royalty Trust in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more call options, than puts

Call options by funds: $729K | Put options by funds: $134K

22% less funds holding

Funds holding: 3628 (-8)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

60% less capital invested

Capital invested by funds: $262M → $106M (-$156M)

Holders
28
Holders Change
-8
Holders Change %
-22.22%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
5
Reduced
10
Closed
14
Calls
$729K
Puts
$134K
Net Calls
+$595K
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$41.5M
RH
2
Riverstone Holdings
New York
$41.5M
KACA
3
Kayne Anderson Capital Advisors
California
$9.08M -$4.05M -517,359 -22%
HCM
4
Hamlin Capital Management
New York
$6.03M -$730K -93,265 -7%
AI
5
ArchPoint Investors
Florida
$2.15M +$1.2M +153,377 +53%
CCM
6
Cohen Capital Management
California
$1.24M
Goldman Sachs
7
Goldman Sachs
New York
$1.11M -$755K -96,448 -29%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$598K -$30K -3,831 -3%
CS
9
Credit Suisse
Switzerland
$504K +$819K +104,598 New
Morgan Stanley
10
Morgan Stanley
New York
$496K +$243K +31,003 +43%
ANTB
11
AMG National Trust Bank
Colorado
$482K +$32.9K +4,203 +4%
HB
12
Homrich & Berg
Georgia
$425K -$1.2M -153,483 -64%
HCP
13
Holt Capital Partners
Texas
$243K +$94.6K +12,089 +31%
LCM
14
Lucas Capital Management
New Jersey
$240K -$20.2K -2,575 -5%
GCP
15
GSA Capital Partners
United Kingdom
$129K +$209K +26,673 New
Citadel Advisors
16
Citadel Advisors
Florida
$117K +$144K +18,388 +313%
FBC
17
Fairfield, Bush & Co
Connecticut
$116K
Millennium Management
18
Millennium Management
New York
$98K -$153K -19,573 -49%
MAA
19
Mraz Amerine & Associates
California
$58K
PG
20
PEAK6 Group
Illinois
$38K +$62K +7,917 New
Wells Fargo
21
Wells Fargo
California
$34K -$18K -2,300 -25%
UBS Group
22
UBS Group
Switzerland
$32K +$52.4K +6,700 New
Invesco
23
Invesco
Georgia
$31K +$50.6K +6,464 New
EWM
24
Evercore Wealth Management
New York
$30K +$48.1K +6,147 New
Bank of America
25
Bank of America
North Carolina
$6K -$43.4K -5,546 -83%

NDRO Hedge Fund Activity: Q4 2014 in Review

28 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Enduro Royalty Trust (NDRO) for Q4 2014, worth a combined $106M — down 60% from $262M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NDRO and 7 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 5 added.

The largest buyer was ArchPoint Investors, adding an estimated $1.2M. The largest seller was Kayne Anderson Capital Advisors, cutting an estimated $4.05M.

  • 28 institutional investors held Enduro Royalty Trust (NDRO) as of Q4 2014, down from 36 in Q3 2014.
  • Funds reported $106M of Enduro Royalty Trust stock for Q4 2014, down 60% quarter-over-quarter.
  • 7 funds opened new Enduro Royalty Trust positions in Q4 2014 and 14 closed out, a net change of -7 holders.
  • The largest Enduro Royalty Trust buyer in Q4 2014 was ArchPoint Investors, an estimated $1.2M added.
  • The largest Enduro Royalty Trust seller in Q4 2014 was Kayne Anderson Capital Advisors, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2014.