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NRT

North European Oil Royalty Trust

35 hedge funds and large institutions have $6.97M invested in North European Oil Royalty Trust in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

1% more capital invested

Capital invested by funds: $6.87M → $6.97M (+$95.6K)

0.84% more ownership

Funds ownership: 10.36%11.2% (+0.84%)

0% more funds holding

Funds holding: 3535 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.29M -$22K -3,099 -0.9%
EM
2
Emancipation Management
New York
$992K -$59.2K -8,330 -5%
GCP
3
GSA Capital Partners
United Kingdom
$462K
VKH
4
Virtu KCG Holdings
New York
$362K +$380K +53,480 New
Deutsche Bank
5
Deutsche Bank
Germany
$330K +$159K +22,400 +84%
Renaissance Technologies
6
Renaissance Technologies
New York
$315K +$153K +21,480 +86%
GT
7
Glenmede Trust
Pennsylvania
$216K
FIM
8
Fruth Investment Management
Texas
$213K -$2.84K -400 -1%
NRS
9
Neville Rodie & Shaw
New York
$197K -$7.11K -1,000 -3%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$197K
Bank of America
11
Bank of America
North Carolina
$185K +$16.6K +2,332 +9%
LCM
12
Lucas Capital Management
New Jersey
$173K -$4.25K -598 -2%
OC
13
Oppenheimer & Co
New York
$165K -$124K -17,418 -42%
UBS Group
14
UBS Group
Switzerland
$138K +$8.38K +1,180 +6%
MAM
15
Morse Asset Management
Connecticut
$108K
CBT
16
Capital Bank & Trust
California
$95K +$99.5K +14,000 New
HighTower Advisors
17
HighTower Advisors
Illinois
$90K
Northern Trust
18
Northern Trust
Illinois
$85K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$72K
SS
20
Sunbelt Securities
Texas
$68K
AIM
21
Acrospire Investment Management
Illinois
$46K +$39.6K +5,571 +472%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$43K
Creative Planning
23
Creative Planning
Kansas
$43K
PMFA
24
Plante Moran Financial Advisors
Michigan
$40K
FFW
25
Fusion Family Wealth
New York
$17K

NRT Hedge Fund Activity: Q2 2017 in Review

35 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q2 2017, worth a combined $6.97M — up 1.4% from $6.87M a quarter earlier.

Fund positioning in NRT was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 6 trimmed.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $380K. The largest seller was Oppenheimer & Co, cutting an estimated $124K.

  • 35 institutional investors held North European Oil Royalty Trust (NRT) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $6.97M of North European Oil Royalty Trust stock for Q2 2017, up 1.4% quarter-over-quarter.
  • 3 funds opened new North European Oil Royalty Trust positions in Q2 2017 and 3 closed out, a net change of 0 holders.
  • The largest North European Oil Royalty Trust buyer in Q2 2017 was Virtu KCG Holdings, an estimated $380K added.
  • The largest North European Oil Royalty Trust seller in Q2 2017 was Oppenheimer & Co, an estimated $124K sold.

Based on aggregated 13F filings for Q2 2017.