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NRT

North European Oil Royalty Trust

42 hedge funds and large institutions have $12.5M invested in North European Oil Royalty Trust in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

0.71% more ownership

Funds ownership: 10.46%11.18% (+0.71%)

0% more funds holding

Funds holding: 4242 (0)

37% less capital invested

Capital invested by funds: $19.9M → $12.5M (-$7.42M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $215K

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
7
Closed
7
Calls
Puts
$215K
Net Calls
-$215K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.42M +$306K +18,611 +7%
OC
2
Oppenheimer & Co
New York
$1.36M -$1.21M -73,566 -40%
MC
3
Moors & Cabot
Massachusetts
$812K -$426K -25,874 -28%
GCP
4
GSA Capital Partners
United Kingdom
$695K +$429K +26,100 +84%
William Blair & Company
5
William Blair & Company
Illinois
$589K +$50.2K +3,050 +7%
Deutsche Bank
6
Deutsche Bank
Germany
$578K +$729K +44,300 +1,342%
Bank of America
7
Bank of America
North Carolina
$475K -$48.1K -2,923 -7%
VKH
8
Virtu KCG Holdings
New York
$446K +$603K +36,692 New
FIM
9
Fruth Investment Management
Texas
$417K +$117K +7,100 +26%
NRS
10
Neville Rodie & Shaw
New York
$391K
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$387K
GT
12
Glenmede Trust
Pennsylvania
$368K
LCM
13
Lucas Capital Management
New Jersey
$259K -$32.9K -2,000 -9%
NA
14
NSB Advisors
New York
$242K +$328K +19,942 New
Renaissance Technologies
15
Renaissance Technologies
New York
$241K +$326K +19,825 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$197K +$266K +16,189 New
CGT
17
Capital Guardian Trust
California
$170K
Bank of New York Mellon
18
Bank of New York Mellon
New York
$167K +$16 +1 +0%
HighTower Advisors
19
HighTower Advisors
Illinois
$154K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$144K +$141K +8,555 +259%
CPSAC
21
Chas P. Smith & Associates (CPS)
Florida
$138K +$2.38K +145 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$128K +$1.15K +70 +0.7%
SS
23
Sunbelt Securities
Texas
$122K +$164K +10,000 New
Creative Planning
24
Creative Planning
Kansas
$105K +$20.3K +1,234 +17%
First Manhattan
25
First Manhattan
New York
$88K

NRT Hedge Fund Activity: Q4 2014 in Review

42 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q4 2014, worth a combined $12.5M — down 37% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NRT positions and 7 closed out — a net gain of 3 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $729K. The largest seller was Oppenheimer & Co, cutting an estimated $1.21M.

  • 42 institutional investors held North European Oil Royalty Trust (NRT) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $12.5M of North European Oil Royalty Trust stock for Q4 2014, down 37% quarter-over-quarter.
  • 10 funds opened new North European Oil Royalty Trust positions in Q4 2014 and 7 closed out, a net change of +3 holders.
  • The largest North European Oil Royalty Trust buyer in Q4 2014 was Deutsche Bank, an estimated $729K added.
  • The largest North European Oil Royalty Trust seller in Q4 2014 was Oppenheimer & Co, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2014.