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NDRO

Enduro Royalty Trust
NDRO

Delisted

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

25 hedge funds and large institutions have $87.8M invested in Enduro Royalty Trust in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $392K | Put options by funds: $170K

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 2825 (-3)

17% less capital invested

Capital invested by funds: $106M → $87.8M (-$18.4M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
11
Reduced
5
Closed
5
Calls
$392K
Puts
$170K
Net Calls
+$222K
Net Calls Change
-$373K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$35.3M
RH
2
Riverstone Holdings
New York
$35.3M
HCM
3
Hamlin Capital Management
New York
$5.47M +$394K +82,970 +7%
KACA
4
Kayne Anderson Capital Advisors
California
$4.57M -$3.65M -768,660 -41%
AI
5
ArchPoint Investors
Florida
$1.83M +$2.69K +565 +0.1%
CCM
6
Cohen Capital Management
California
$1.05M
ANTB
7
AMG National Trust Bank
Colorado
$842K +$500K +105,167 +105%
Goldman Sachs
8
Goldman Sachs
New York
$766K -$210K -44,128 -19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$555K +$54.4K +11,453 +9%
LCM
10
Lucas Capital Management
New Jersey
$507K +$351K +73,791 +148%
HB
11
Homrich & Berg
Georgia
$388K +$30.5K +6,413 +7%
GCP
12
GSA Capital Partners
United Kingdom
$316K +$239K +50,357 +189%
Morgan Stanley
13
Morgan Stanley
New York
$266K -$181K -38,179 -37%
HCP
14
Holt Capital Partners
Texas
$207K
Citadel Advisors
15
Citadel Advisors
Florida
$149K +$57.9K +12,185 +50%
SCM
16
Sterling Capital Management
North Carolina
$137K +$158K +33,300 New
FBC
17
Fairfield, Bush & Co
Connecticut
$98K
MAA
18
Mraz Amerine & Associates
California
$50K
Comerica Bank
19
Comerica Bank
Texas
$41K +$47.5K +10,000 New
UBS Group
20
UBS Group
Switzerland
$37K +$12.1K +2,538 +38%
Wells Fargo
21
Wells Fargo
California
$15K -$16.1K -3,383 -48%
Bank of America
22
Bank of America
North Carolina
$12K +$7.55K +1,588 +139%
PG
23
PEAK6 Group
Illinois
$6K -$30.9K -6,492 -82%
Creative Planning
24
Creative Planning
Kansas
$2K
Barclays
25
Barclays
United Kingdom
$1K +$984 +207 +223%

NDRO Hedge Fund Activity: Q1 2015 in Review

25 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Enduro Royalty Trust (NDRO) for Q1 2015, worth a combined $87.8M — down 17% from $106M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NDRO and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 11 added.

The largest buyer was AMG National Trust Bank, adding an estimated $500K. The largest seller was Kayne Anderson Capital Advisors, cutting an estimated $3.65M.

  • 25 institutional investors held Enduro Royalty Trust (NDRO) as of Q1 2015, down from 28 in Q4 2014.
  • Funds reported $87.8M of Enduro Royalty Trust stock for Q1 2015, down 17% quarter-over-quarter.
  • 2 funds opened new Enduro Royalty Trust positions in Q1 2015 and 5 closed out, a net change of -3 holders.
  • The largest Enduro Royalty Trust buyer in Q1 2015 was AMG National Trust Bank, an estimated $500K added.
  • The largest Enduro Royalty Trust seller in Q1 2015 was Kayne Anderson Capital Advisors, an estimated $3.65M sold.

Based on aggregated 13F filings for Q1 2015.