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NRT

North European Oil Royalty Trust

34 hedge funds and large institutions have $7.58M invested in North European Oil Royalty Trust in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

10% more capital invested

Capital invested by funds: $6.86M → $7.58M (+$711K)

0.35% more ownership

Funds ownership: 10.24%10.59% (+0.35%)

13% less funds holding

Funds holding: 3934 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
7
Closed
8
Calls
$100K
Puts
Net Calls
+$100K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.04M +$290K +36,095 +10%
EM
2
Emancipation Management
New York
$908K +$192K +23,900 +26%
OC
3
Oppenheimer & Co
New York
$703K -$5.62K -700 -0.8%
GCP
4
GSA Capital Partners
United Kingdom
$566K +$4.01K +500 +0.7%
Bank of America
5
Bank of America
North Carolina
$283K -$4.01K -500 -1%
NRS
6
Neville Rodie & Shaw
New York
$246K
GT
7
Glenmede Trust
Pennsylvania
$233K
FIM
8
Fruth Investment Management
Texas
$229K +$8.02K +1,000 +4%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$227K
UBS Group
10
UBS Group
Switzerland
$194K +$168K +20,990 +529%
LCM
11
Lucas Capital Management
New Jersey
$183K
CGT
12
Capital Guardian Trust
California
$109K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$103K +$2.85K +355 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
$99K
SS
15
Sunbelt Securities
Texas
$78K
Deutsche Bank
16
Deutsche Bank
Germany
$67K -$90.7K -11,300 -56%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$49K
Creative Planning
18
Creative Planning
Kansas
$48K -$7.94K -990 -14%
First Manhattan
19
First Manhattan
New York
$46K
PMFA
20
Plante Moran Financial Advisors
Michigan
$46K
WT
21
Whittier Trust
California
$34K
AIM
22
Acrospire Investment Management
Illinois
$29K +$29.7K +3,696 New
Barclays
23
Barclays
United Kingdom
$21K +$24.1K +3,000 +4,545%
Wells Fargo
24
Wells Fargo
California
$9K -$8 -1 -0.1%
AIG
25
American International Group
New York
$8K

NRT Hedge Fund Activity: Q1 2016 in Review

34 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q1 2016, worth a combined $7.58M — up 10% from $6.86M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NRT and 3 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was Morgan Stanley, adding an estimated $290K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $135K sold.

  • 34 institutional investors held North European Oil Royalty Trust (NRT) as of Q1 2016, down from 39 in Q4 2015.
  • Funds reported $7.58M of North European Oil Royalty Trust stock for Q1 2016, up 10% quarter-over-quarter.
  • 3 funds opened new North European Oil Royalty Trust positions in Q1 2016 and 8 closed out, a net change of -5 holders.
  • The largest North European Oil Royalty Trust buyer in Q1 2016 was Morgan Stanley, an estimated $290K added.
  • The largest North European Oil Royalty Trust seller in Q1 2016 was Renaissance Technologies, an estimated $135K sold.

Based on aggregated 13F filings for Q1 2016.