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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWM
51
Ruedi Wealth Management
Champaign,
Illinois
| $49.3K | – | – | – |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $38K | +$16.1K | +178 | +72% |
|
|
AA
53
Ancora Advisors
Cleveland,
Ohio
| $35.9K | – | – | – |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $34.1K | +$34.3K | +380 | New |
|
|
VWM
55
Venturi Wealth Management
Austin,
Texas
| $27.8K | – | – | – |
|
56
CIBC Private Wealth Group
Atlanta,
Georgia
| $18.7K | – | – | – |
|
|
OLVIG
57
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $6.28K | – | – | – |
|
|
NA
58
NewEdge Advisors
New Orleans,
Louisiana
| $6.18K | +$271 | +3 | +5% |
|
59
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
|
AF
60
Allworth Financial
Folsom,
California
| $269 | – | – | – |
|
|
SSG
61
Summit Securities Group
New York
| – | -$414K | -4,500 | Closed |
|
|
SWM
62
Spire Wealth Management
Mclean,
Virginia
| – | -$18.4K | -200 | Closed |
|
|
VL
63
Vima LLC
Troy,
Michigan
| – | -$4.7K | -90 | Closed |
|
|
ST
64
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$5K | -50 | Closed |
|
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.