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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 $51.8M invested in Enduro Royalty Trust in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $46.8M → $51.8M (+$5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 3028 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

78% less call options, than puts

Call options by funds: $15K | Put options by funds: $69K

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
4
Reduced
9
Closed
7
Calls
$15K
Puts
$69K
Net Calls
-$54K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$23.5M
RH
2
Riverstone Holdings
New York
$23.5M
AI
3
ArchPoint Investors
Florida
$1.66M
ANTB
4
AMG National Trust Bank
Colorado
$581K -$12.4K -4,647 -2%
LCM
5
Lucas Capital Management
New Jersey
$494K -$52.5K -19,746 -10%
Goldman Sachs
6
Goldman Sachs
New York
$464K -$161K -60,500 -26%
RA
7
RR Advisors
Texas
$347K
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$275K +$55.8K +21,000 +26%
GCP
9
GSA Capital Partners
United Kingdom
$211K -$154K -58,114 -43%
Wells Fargo
10
Wells Fargo
California
$135K -$8.48K -3,191 -6%
HCP
11
Holt Capital Partners
Texas
$133K
Morgan Stanley
12
Morgan Stanley
New York
$117K -$30K -11,300 -21%
Millennium Management
13
Millennium Management
New York
$88K +$86.1K +32,399 New
SCM
14
Sterling Capital Management
North Carolina
$77K -$57.2K -21,500 -43%
UBS Group
15
UBS Group
Switzerland
$73K -$611 -230 -0.9%
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$49K +$2.66K +1,000 +6%
CCM
17
Cohen Capital Management
California
$30K
Deutsche Bank
18
Deutsche Bank
Germany
$23K +$23.3K +8,768 New
AIM
19
Acrospire Investment Management
Illinois
$18K +$17.4K +6,563 New
AIM
20
Advantage Investment Management
Iowa
$7K
Barclays
21
Barclays
United Kingdom
$7K
Bank of America
22
Bank of America
North Carolina
$4K +$1.33K +500 +50%
Creative Planning
23
Creative Planning
Kansas
$3K +$1.33K +500 +100%
US Bancorp
24
US Bancorp
Minnesota
$2K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.99K +750 New

NDRO Hedge Fund Activity: Q1 2016 in Review

28 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Enduro Royalty Trust (NDRO) for Q1 2016, worth a combined $51.8M — up 11% from $46.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NDRO and 5 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 4 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $86.1K. The largest seller was Freestone Capital Holdings, exiting entirely with an estimated $168K sold.

  • 28 institutional investors held Enduro Royalty Trust (NDRO) as of Q1 2016, down from 30 in Q4 2015.
  • Funds reported $51.8M of Enduro Royalty Trust stock for Q1 2016, up 11% quarter-over-quarter.
  • 5 funds opened new Enduro Royalty Trust positions in Q1 2016 and 7 closed out, a net change of -2 holders.
  • The largest Enduro Royalty Trust buyer in Q1 2016 was Millennium Management, an estimated $86.1K added.
  • The largest Enduro Royalty Trust seller in Q1 2016 was Freestone Capital Holdings, an estimated $168K sold.

Based on aggregated 13F filings for Q1 2016.