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Natural Resource Partners

44 hedge funds and large institutions have $227M invested in Natural Resource Partners in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $4.25M

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

13% more funds holding

Funds holding: 3944 (+5)

1.91% less ownership

Funds ownership: 36.36%34.44% (-1.9%)

8% less capital invested

Capital invested by funds: $247M → $227M (-$19.8M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
7
Reduced
13
Closed
5
Calls
$12.7M
Puts
$4.25M
Net Calls
+$8.45M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$58.2M -$1.32M -24,708 -2%
JP Morgan Chase
2
JP Morgan Chase
New York
$53.7M -$3K -56 -0%
Morgan Stanley
3
Morgan Stanley
New York
$39M -$575K -10,725 -1%
GAM
4
Goldentree Asset Management
New York
$28.3M -$102K -1,908 -0.4%
UBS Group
5
UBS Group
Switzerland
$21.7M -$535K -9,978 -2%
Wells Fargo
6
Wells Fargo
California
$6.33M -$5.34M -99,683 -45%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$3.5M
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$2.86M -$704K -13,125 -19%
First Trust Advisors
9
First Trust Advisors
Illinois
$2.23M -$1.54M -28,806 -40%
Citigroup
10
Citigroup
New York
$1.51M
YSP
11
Yarra Square Partners
New York
$1.34M
Bank of America
12
Bank of America
North Carolina
$1.01M +$54.5K +1,016 +6%
SCM
13
Solas Capital Management
Connecticut
$954K -$858K -15,999 -47%
MIM
14
Meixler Investment Management
Arizona
$942K +$381K +7,100 +65%
CA
15
Cetera Advisors
Colorado
$783K -$297K -5,543 -27%
Macquarie Group
16
Macquarie Group
Australia
$555K +$570K +10,635 New
MA
17
MAS Advisors
Florida
$443K +$76.3K +1,423 +20%
LFAS
18
Level Four Advisory Services
Texas
$381K
ETC
19
Exchange Traded Concepts
Oklahoma
$371K -$99.8K -1,861 -21%
EIP
20
Energy Income Partners
Connecticut
$354K +$90.2K +1,682 +33%
GCP
21
GSA Capital Partners
United Kingdom
$352K +$361K +6,742 New
VEA
22
Virtus ETF Advisers
New York
$328K +$337K +6,282 New
Jane Street
23
Jane Street
New York
$302K +$310K +5,777 New
MPCG
24
Matrix Private Capital Group
New York
$294K
AIA
25
Avalon Investment & Advisory
Texas
$261K

NRP Hedge Fund Activity: Q1 2023 in Review

44 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Natural Resource Partners (NRP) for Q1 2023, worth a combined $227M — down 8% from $247M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NRP positions and 5 closed out — a net gain of 7 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $570K. The largest seller was Wells Fargo, cutting an estimated $5.34M.

  • 44 institutional investors held Natural Resource Partners (NRP) as of Q1 2023, up from 39 in Q4 2022.
  • Funds reported $227M of Natural Resource Partners stock for Q1 2023, down 8% quarter-over-quarter.
  • 12 funds opened new Natural Resource Partners positions in Q1 2023 and 5 closed out, a net change of +7 holders.
  • The largest Natural Resource Partners buyer in Q1 2023 was Macquarie Group, an estimated $570K added.
  • The largest Natural Resource Partners seller in Q1 2023 was Wells Fargo, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2023.