North European Oil Royalty Trust
NRT
27 hedge funds and large institutions have $5.31M invested in North European Oil Royalty Trust in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 12 closing their positions.
4.22% more ownership
Funds ownership: 5.69% → 9.91% (+4.2%)
17% less capital invested
Capital invested by funds: $6.38M → $5.31M (-$1.07M)
23% less funds holding
Funds holding: 35 → 27 (-8)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
67% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 12
92% less call options, than puts
Call options by funds: $1K | Put options by funds: $12K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.52M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$188K |
| 3 |
LPL Financial
San Diego,
California
|
+$148K |
| 4 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$112K |
| 5 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$377K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$160K |
| 3 |
AIP
ARS Investment Partners
New York
|
-$134K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$134K |
| 5 |
Belvedere Trading
Chicago,
Illinois
|
-$90.9K |
NRT Hedge Fund Activity: Q4 2023 in Review
27 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q4 2023, worth a combined $5.31M — down 17% from $6.38M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of NRT and 4 opened new positions — a net loss of 8 holders — while 5 trimmed existing stakes and 3 added.
The largest buyer was Morgan Stanley, adding an estimated $3.52M. The largest seller was Navellier & Associates, exiting entirely with an estimated $377K sold.
- 27 institutional investors held North European Oil Royalty Trust (NRT) as of Q4 2023, down from 35 in Q3 2023.
- Funds reported $5.31M of North European Oil Royalty Trust stock for Q4 2023, down 17% quarter-over-quarter.
- 4 funds opened new North European Oil Royalty Trust positions in Q4 2023 and 12 closed out, a net change of -8 holders.
- The largest North European Oil Royalty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $3.52M added.
- The largest North European Oil Royalty Trust seller in Q4 2023 was Navellier & Associates, an estimated $377K sold.
Based on aggregated 13F filings for Q4 2023.