North European Oil Royalty Trust
35 hedge funds and large institutions have $5.49M invested in North European Oil Royalty Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
17% more funds holding
Funds holding: 30 → 35 (+5)
0.27% less ownership
Funds ownership: 4.88% → 4.61% (-0.27%)
2% less capital invested
Capital invested by funds: $5.6M → $5.49M (-$105K)
34% less call options, than puts
Call options by funds: $274K | Put options by funds: $415K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$178K |
| 2 |
JP Morgan Chase
New York
|
+$175K |
| 3 |
Belvedere Trading
Chicago,
Illinois
|
+$62.9K |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$19.1K |
| 5 |
Group One Trading
Chicago,
Illinois
|
+$13.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$395K |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$163K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$99K |
| 4 |
AW
Avion Wealth
The Woodlands,
Texas
|
-$38K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.6K |
NRT Hedge Fund Activity: Q2 2023 in Review
35 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q2 2023, worth a combined $5.49M — down 1.9% from $5.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NRT positions and 4 closed out — a net gain of 5 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $178K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $395K sold.
- 35 institutional investors held North European Oil Royalty Trust (NRT) as of Q2 2023, up from 30 in Q1 2023.
- Funds reported $5.49M of North European Oil Royalty Trust stock for Q2 2023, down 1.9% quarter-over-quarter.
- 9 funds opened new North European Oil Royalty Trust positions in Q2 2023 and 4 closed out, a net change of +5 holders.
- The largest North European Oil Royalty Trust buyer in Q2 2023 was Ferguson Wellman Capital Management, an estimated $178K added.
- The largest North European Oil Royalty Trust seller in Q2 2023 was Susquehanna International Group, an estimated $395K sold.
Based on aggregated 13F filings for Q2 2023.