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NRT

North European Oil Royalty Trust

35 hedge funds and large institutions have $6.87M invested in North European Oil Royalty Trust in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

3% more funds holding

Funds holding: 3435 (+1)

4% more capital invested

Capital invested by funds: $6.63M → $6.87M (+$243K)

0.57% less ownership

Funds ownership: 10.93%10.36% (-0.57%)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
11
Closed
3
Calls
$98K
Puts
Net Calls
+$98K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.47M -$214K -29,404 -8%
EM
2
Emancipation Management
New York
$1.12M +$551K +75,801 +96%
GCP
3
GSA Capital Partners
United Kingdom
$493K -$363 -50 -0.1%
OC
4
Oppenheimer & Co
New York
$303K -$27.2K -3,750 -8%
FIM
5
Fruth Investment Management
Texas
$230K -$1.68K -231 -0.7%
NRS
6
Neville Rodie & Shaw
New York
$218K
GT
7
Glenmede Trust
Pennsylvania
$216K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$210K
Deutsche Bank
9
Deutsche Bank
Germany
$191K -$259K -35,700 -57%
LCM
10
Lucas Capital Management
New Jersey
$189K -$61.8K -8,505 -25%
Bank of America
11
Bank of America
North Carolina
$182K +$7.19K +990 +4%
Renaissance Technologies
12
Renaissance Technologies
New York
$181K -$187K -25,700 -51%
UBS Group
13
UBS Group
Switzerland
$139K -$8.22K -1,132 -6%
MAM
14
Morse Asset Management
Connecticut
$116K +$116K +16,000 New
CGT
15
Capital Guardian Trust
California
$101K
HighTower Advisors
16
HighTower Advisors
Illinois
$97K
Northern Trust
17
Northern Trust
Illinois
$90K +$90.8K +12,500 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$77K -$7.26K -1,000 -9%
SS
19
Sunbelt Securities
Texas
$72K
Creative Planning
20
Creative Planning
Kansas
$46K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$45K
PMFA
22
Plante Moran Financial Advisors
Michigan
$43K
FFW
23
Fusion Family Wealth
New York
$18K
AIM
24
Acrospire Investment Management
Illinois
$9K +$8.58K +1,181 New
AG
25
Advisor Group
Arizona
$7K -$581 -80 -7%

NRT Hedge Fund Activity: Q1 2017 in Review

35 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q1 2017, worth a combined $6.87M — up 3.7% from $6.63M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NRT positions and 3 closed out — a net gain of 3 holders — while 3 added to existing stakes and 11 trimmed.

The largest buyer was Emancipation Management, adding an estimated $551K. The largest seller was Wells Fargo, cutting an estimated $295K.

  • 35 institutional investors held North European Oil Royalty Trust (NRT) as of Q1 2017, up from 34 in Q4 2016.
  • Funds reported $6.87M of North European Oil Royalty Trust stock for Q1 2017, up 3.7% quarter-over-quarter.
  • 6 funds opened new North European Oil Royalty Trust positions in Q1 2017 and 3 closed out, a net change of +3 holders.
  • The largest North European Oil Royalty Trust buyer in Q1 2017 was Emancipation Management, an estimated $551K added.
  • The largest North European Oil Royalty Trust seller in Q1 2017 was Wells Fargo, an estimated $295K sold.

Based on aggregated 13F filings for Q1 2017.