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NRT

North European Oil Royalty Trust

39 hedge funds and large institutions have $6.86M invested in North European Oil Royalty Trust in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,500% more call options, than puts

Call options by funds: $76K | Put options by funds: $1K

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

5% more funds holding

Funds holding: 3739 (+2)

1.2% more ownership

Funds ownership: 9.04%10.24% (+1.2%)

16% less capital invested

Capital invested by funds: $8.19M → $6.86M (-$1.33M)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
7
Closed
4
Calls
$76K
Puts
$1K
Net Calls
+$75K
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.58M +$142K +16,156 +5%
EM
2
Emancipation Management
New York
$684K +$699K +79,521 +600%
OC
3
Oppenheimer & Co
New York
$662K +$241K +27,350 +43%
GCP
4
GSA Capital Partners
United Kingdom
$526K -$203K -23,043 -24%
Bank of America
5
Bank of America
North Carolina
$268K -$28.8K -3,276 -8%
NRS
6
Neville Rodie & Shaw
New York
$231K
GT
7
Glenmede Trust
Pennsylvania
$218K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$212K
FIM
9
Fruth Investment Management
Texas
$207K +$26.4K +3,000 +12%
LCM
10
Lucas Capital Management
New Jersey
$171K
Deutsche Bank
11
Deutsche Bank
Germany
$146K +$168K +19,100 +1,910%
Renaissance Technologies
12
Renaissance Technologies
New York
$135K +$164K +18,600 New
CGT
13
Capital Guardian Trust
California
$102K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$94K +$15.7K +1,786 +16%
HighTower Advisors
15
HighTower Advisors
Illinois
$92K
CPSAC
16
Chas P. Smith & Associates (CPS)
Florida
$82K -$1.27K -145 -1%
William Blair & Company
17
William Blair & Company
Illinois
$80K -$61.6K -7,000 -39%
SS
18
Sunbelt Securities
Texas
$73K
Creative Planning
19
Creative Planning
Kansas
$52K +$8.91K +1,013 +17%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$46K
First Manhattan
21
First Manhattan
New York
$43K -$11.4K -1,300 -18%
PMFA
22
Plante Moran Financial Advisors
Michigan
$43K
WT
23
Whittier Trust
California
$32K
UBS Group
24
UBS Group
Switzerland
$29K -$35.8K -4,076 -51%
CCS
25
Crosspoint Capital Strategies
California
$14K +$10.3K +1,175 New

NRT Hedge Fund Activity: Q4 2015 in Review

39 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q4 2015, worth a combined $6.86M — down 16% from $8.19M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NRT positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Emancipation Management, adding an estimated $699K. The largest seller was GSA Capital Partners, cutting an estimated $203K.

  • 39 institutional investors held North European Oil Royalty Trust (NRT) as of Q4 2015, up from 37 in Q3 2015.
  • Funds reported $6.86M of North European Oil Royalty Trust stock for Q4 2015, down 16% quarter-over-quarter.
  • 6 funds opened new North European Oil Royalty Trust positions in Q4 2015 and 4 closed out, a net change of +2 holders.
  • The largest North European Oil Royalty Trust buyer in Q4 2015 was Emancipation Management, an estimated $699K added.
  • The largest North European Oil Royalty Trust seller in Q4 2015 was GSA Capital Partners, an estimated $203K sold.

Based on aggregated 13F filings for Q4 2015.