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NDRO

Enduro Royalty Trust
NDRO

Delisted

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

31 hedge funds and large institutions have $65.9M invested in Enduro Royalty Trust in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

120% more call options, than puts

Call options by funds: $110K | Put options by funds: $50K

15% more funds holding

Funds holding: 2731 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $67.7M → $65.9M (-$1.83M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
6
Reduced
9
Closed
3
Calls
$110K
Puts
$50K
Net Calls
+$60K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$29.7M
RH
2
Riverstone Holdings
New York
$29.7M
AI
3
ArchPoint Investors
Florida
$1.55M -$624K -170,378 -28%
RA
4
RR Advisors
Texas
$1.31M +$366K +100,000 +36%
LCM
5
Lucas Capital Management
New Jersey
$1.02M +$552K +150,674 +104%
Wells Fargo
6
Wells Fargo
California
$540K +$253K +69,213 +79%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$361K +$10.5K +2,875 +3%
RJA
8
Raymond James & Associates
Florida
$271K +$287K +78,424 New
ANTB
9
AMG National Trust Bank
Colorado
$190K -$167K -45,582 -45%
JP Morgan Chase
10
JP Morgan Chase
New York
$168K -$23.3K -6,369 -12%
HCP
11
Holt Capital Partners
Texas
$153K
Morgan Stanley
12
Morgan Stanley
New York
$130K -$36.9K -10,072 -21%
Goldman Sachs
13
Goldman Sachs
New York
$117K -$371K -101,389 -75%
UBS Group
14
UBS Group
Switzerland
$97K -$13.9K -3,802 -12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$89K +$31.1K +8,500 +49%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$69K
SCM
17
Sterling Capital Management
North Carolina
$63K -$37K -10,100 -36%
SBIA
18
Sheaff Brock Investment Advisors
Indiana
$62K
Invesco
19
Invesco
Georgia
$57K +$61K +16,657 New
RFC
20
Regions Financial Corp
Alabama
$49K -$19.3K -5,263 -27%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$49K +$52.3K +14,268 New
Citadel Advisors
22
Citadel Advisors
Florida
$48K +$51.3K +14,003 New
CCM
23
Cohen Capital Management
California
$43K
PAM
24
PVG Asset Management
Colorado
$35.4K +$37.5K +10,250 New
LF
25
Lee Financial
Texas
$19K +$20.1K +5,500 New

NDRO Hedge Fund Activity: Q4 2016 in Review

31 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Enduro Royalty Trust (NDRO) for Q4 2016, worth a combined $65.9M — down 2.7% from $67.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NDRO positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Lucas Capital Management, adding an estimated $552K. The largest seller was ArchPoint Investors, cutting an estimated $624K.

  • 31 institutional investors held Enduro Royalty Trust (NDRO) as of Q4 2016, up from 27 in Q3 2016.
  • Funds reported $65.9M of Enduro Royalty Trust stock for Q4 2016, down 2.7% quarter-over-quarter.
  • 7 funds opened new Enduro Royalty Trust positions in Q4 2016 and 3 closed out, a net change of +4 holders.
  • The largest Enduro Royalty Trust buyer in Q4 2016 was Lucas Capital Management, an estimated $552K added.
  • The largest Enduro Royalty Trust seller in Q4 2016 was ArchPoint Investors, an estimated $624K sold.

Based on aggregated 13F filings for Q4 2016.