Natural Resource Partners
60 hedge funds and large institutions have $373M invested in Natural Resource Partners in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 4 closing their positions.
150% more call options, than puts
Call options by funds: $13.1M | Put options by funds: $5.23M
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
2% more funds holding
Funds holding: 59 → 60 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.87% less ownership
Funds ownership: 32.89% → 32.02% (-0.87%)
5% less capital invested
Capital invested by funds: $392M → $373M (-$18.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCP
Oakcliff Capital Partners
New York
|
+$14M |
| 2 |
Morgan Stanley
New York
|
+$10.8M |
| 3 |
EBSAM
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
+$9.63M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.86M |
| 5 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Goldentree Asset Management
New York
|
-$25.6M |
| 2 |
Goldman Sachs
New York
|
-$11.6M |
| 3 |
JP Morgan Chase
New York
|
-$10.8M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.35M |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$1.19M |
NRP Hedge Fund Activity: Q2 2024 in Review
60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Natural Resource Partners (NRP) for Q2 2024, worth a combined $373M — down 4.8% from $392M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NRP positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 15 trimmed.
The largest buyer was Oakcliff Capital Partners, opening a new position worth an estimated $14M. The largest seller was Goldentree Asset Management, cutting an estimated $25.6M.
- 60 institutional investors held Natural Resource Partners (NRP) as of Q2 2024, up from 59 in Q1 2024.
- Funds reported $373M of Natural Resource Partners stock for Q2 2024, down 4.8% quarter-over-quarter.
- 6 funds opened new Natural Resource Partners positions in Q2 2024 and 4 closed out, a net change of +2 holders.
- The largest Natural Resource Partners buyer in Q2 2024 was Oakcliff Capital Partners, an estimated $14M added.
- The largest Natural Resource Partners seller in Q2 2024 was Goldentree Asset Management, an estimated $25.6M sold.
Based on aggregated 13F filings for Q2 2024.