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Natural Resource Partners

33 hedge funds and large institutions have $93M invested in Natural Resource Partners in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.86% less ownership

Funds ownership: 38.6%37.74% (-0.86%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

23% less capital invested

Capital invested by funds: $121M → $93M (-$27.7M)

43% less call options, than puts

Call options by funds: $301K | Put options by funds: $530K

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
11
Closed
7
Calls
$301K
Puts
$530K
Net Calls
-$229K
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$21.1M -$625K -27,026 -3%
Morgan Stanley
2
Morgan Stanley
New York
$17.9M +$2.36M +102,177 +13%
Goldman Sachs
3
Goldman Sachs
New York
$16.8M
UBS Group
4
UBS Group
Switzerland
$12.6M +$198K +8,552 +1%
GAM
5
Goldentree Asset Management
New York
$11.3M
Wells Fargo
6
Wells Fargo
California
$4.42M -$1.1M -47,646 -18%
Barclays
7
Barclays
United Kingdom
$3.72M
HIM
8
Hillsdale Investment Management
Ontario, Canada
$1.18M +$13.9K +600 +1%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$607K +$3.1K +134 +0.4%
Citigroup
10
Citigroup
New York
$596K
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$487K -$874K -37,780 -61%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$441K -$37K -1,600 -7%
Bank of America
13
Bank of America
North Carolina
$378K -$17.7K -766 -4%
CIA
14
Capital Investment Advisors
Georgia
$344K -$63.4K -2,740 -14%
Marshall Wace
15
Marshall Wace
United Kingdom
$340K +$324K +14,032 +487%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$269K +$310K +13,395 New
CCA
17
Catalyst Capital Advisors
New York
$237K -$109K -4,700 -28%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$149K -$130K -5,631 -43%
FMII
19
Farmers & Merchants Investments Inc
Nebraska
$44K
Deutsche Bank
20
Deutsche Bank
Germany
$30K -$537K -23,217 -94%
AP
21
Americana Partners
Texas
$30K +$34.7K +1,500 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$19K -$16.1K -695 -42%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$17K +$12.1K +525 +160%
TRCT
24
Tower Research Capital (TRC)
New York
$16K +$17.5K +758 +2,166%
AG
25
Advisor Group
Arizona
$11K -$9.3K -402 -42%

NRP Hedge Fund Activity: Q4 2019 in Review

33 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Natural Resource Partners (NRP) for Q4 2019, worth a combined $93M — down 23% from $121M a quarter earlier.

Fund positioning in NRP was balanced in Q4 2019: 7 funds opened new positions, 7 closed out, 9 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.36M. The largest seller was Wells Fargo, cutting an estimated $1.1M.

  • 33 institutional investors held Natural Resource Partners (NRP) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $93M of Natural Resource Partners stock for Q4 2019, down 23% quarter-over-quarter.
  • 7 funds opened new Natural Resource Partners positions in Q4 2019 and 7 closed out, a net change of 0 holders.
  • The largest Natural Resource Partners buyer in Q4 2019 was Morgan Stanley, an estimated $2.36M added.
  • The largest Natural Resource Partners seller in Q4 2019 was Wells Fargo, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2019.