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NRT

North European Oil Royalty Trust

46 hedge funds and large institutions have $23.1M invested in North European Oil Royalty Trust in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $273K | Put options by funds: $98K

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

10% more funds holding

Funds holding: 4246 (+4)

8% more capital invested

Capital invested by funds: $21.4M → $23.1M (+$1.69M)

0.46% more ownership

Funds ownership: 10.01%10.46% (+0.46%)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
10
Closed
3
Calls
$273K
Puts
$98K
Net Calls
+$175K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.14M +$144K +6,104 +2%
OC
2
Oppenheimer & Co
New York
$4.45M +$51K +2,160 +1%
MC
3
Moors & Cabot
Massachusetts
$2.23M +$263K +11,140 +14%
William Blair & Company
4
William Blair & Company
Illinois
$1.09M
Bank of America
5
Bank of America
North Carolina
$1.09M +$29.8K +1,260 +3%
GT
6
Glenmede Trust
Pennsylvania
$727K
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$698K
LCM
8
Lucas Capital Management
New Jersey
$560K -$82.7K -3,500 -13%
GCP
9
GSA Capital Partners
United Kingdom
$545K +$537K +22,729 New
FIM
10
Fruth Investment Management
Texas
$463K +$30.7K +1,300 +7%
NRS
11
Neville Rodie & Shaw
New York
$456K +$449K +18,999 New
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$363K
BBI
13
Baxter Bros Inc
Connecticut
$354K -$18.9K -800 -5%
CGT
14
Capital Guardian Trust
California
$336K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$331K
HNB
16
Huntington National Bank
Ohio
$312K
HighTower Advisors
17
HighTower Advisors
Illinois
$304K
CPSAC
18
Chas P. Smith & Associates (CPS)
Florida
$269K -$531K -22,464 -67%
Wells Fargo
19
Wells Fargo
California
$258K -$10.6K -449 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$250K +$1.61K +68 +0.7%
FMW
21
Farr Miller & Washington
District of Columbia
$240K +$236K +10,000 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$211K +$208K +8,813 New
Creative Planning
23
Creative Planning
Kansas
$176K -$31.3K -1,326 -15%
First Manhattan
24
First Manhattan
New York
$175K -$7.09K -300 -4%
ClearBridge Investments
25
ClearBridge Investments
New York
$164K

NRT Hedge Fund Activity: Q2 2014 in Review

46 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q2 2014, worth a combined $23.1M — up 7.9% from $21.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NRT positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was GSA Capital Partners, opening a new position worth an estimated $537K. The largest seller was Chas P. Smith & Associates (CPS), cutting an estimated $531K.

  • 46 institutional investors held North European Oil Royalty Trust (NRT) as of Q2 2014, up from 42 in Q1 2014.
  • Funds reported $23.1M of North European Oil Royalty Trust stock for Q2 2014, up 7.9% quarter-over-quarter.
  • 7 funds opened new North European Oil Royalty Trust positions in Q2 2014 and 3 closed out, a net change of +4 holders.
  • The largest North European Oil Royalty Trust buyer in Q2 2014 was GSA Capital Partners, an estimated $537K added.
  • The largest North European Oil Royalty Trust seller in Q2 2014 was Chas P. Smith & Associates (CPS), an estimated $531K sold.

Based on aggregated 13F filings for Q2 2014.