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NRT

North European Oil Royalty Trust

43 hedge funds and large institutions have $11M invested in North European Oil Royalty Trust in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

2% more funds holding

Funds holding: 4243 (+1)

1.28% less ownership

Funds ownership: 11.18%9.89% (-1.3%)

12% less capital invested

Capital invested by funds: $12.5M → $11M (-$1.47M)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $123K

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
12
Closed
3
Calls
Puts
$123K
Net Calls
-$123K
Net Calls Change
+$92K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.67M +$286K +21,669 +8%
GCP
2
GSA Capital Partners
United Kingdom
$974K +$307K +23,248 +41%
MC
3
Moors & Cabot
Massachusetts
$774K -$36.6K -2,766 -4%
William Blair & Company
4
William Blair & Company
Illinois
$575K -$13.2K -1,000 -2%
Bank of America
5
Bank of America
North Carolina
$460K -$15.1K -1,139 -3%
FIM
6
Fruth Investment Management
Texas
$418K +$2.64K +200 +0.6%
NRS
7
Neville Rodie & Shaw
New York
$390K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$387K
GT
9
Glenmede Trust
Pennsylvania
$367K
OC
10
Oppenheimer & Co
New York
$349K -$1.1M -83,366 -74%
Deutsche Bank
11
Deutsche Bank
Germany
$285K -$317K -24,000 -50%
LCM
12
Lucas Capital Management
New Jersey
$273K +$16.3K +1,235 +6%
Renaissance Technologies
13
Renaissance Technologies
New York
$229K -$12.2K -925 -5%
CGT
14
Capital Guardian Trust
California
$170K
NA
15
NSB Advisors
New York
$157K -$92.5K -7,000 -35%
HighTower Advisors
16
HighTower Advisors
Illinois
$154K
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$144K
Bank of New York Mellon
18
Bank of New York Mellon
New York
$141K -$27.8K -2,101 -15%
CPSAC
19
Chas P. Smith & Associates (CPS)
Florida
$138K
VKH
20
Virtu KCG Holdings
New York
$136K -$336K -25,438 -69%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$129K +$978 +74 +0.7%
SS
22
Sunbelt Securities
Texas
$121K
Creative Planning
23
Creative Planning
Kansas
$93K -$12.2K -924 -11%
First Manhattan
24
First Manhattan
New York
$88K
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$76K

NRT Hedge Fund Activity: Q1 2015 in Review

43 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q1 2015, worth a combined $11M — down 12% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NRT positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was GSA Capital Partners, adding an estimated $307K. The largest seller was Oppenheimer & Co, cutting an estimated $1.1M.

  • 43 institutional investors held North European Oil Royalty Trust (NRT) as of Q1 2015, up from 42 in Q4 2014.
  • Funds reported $11M of North European Oil Royalty Trust stock for Q1 2015, down 12% quarter-over-quarter.
  • 5 funds opened new North European Oil Royalty Trust positions in Q1 2015 and 3 closed out, a net change of +2 holders.
  • The largest North European Oil Royalty Trust buyer in Q1 2015 was GSA Capital Partners, an estimated $307K added.
  • The largest North European Oil Royalty Trust seller in Q1 2015 was Oppenheimer & Co, an estimated $1.1M sold.

Based on aggregated 13F filings for Q1 2015.