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NRT

North European Oil Royalty Trust

32 hedge funds and large institutions have $7.73M invested in North European Oil Royalty Trust in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

20% more capital invested

Capital invested by funds: $6.47M → $7.73M (+$1.27M)

1.97% more ownership

Funds ownership: 10.13%12.1% (+2%)

0% more funds holding

Funds holding: 3232 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $72K

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
5
Closed
4
Calls
Puts
$72K
Net Calls
-$72K
Net Calls Change
-$72K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.53M +$101K +15,114 +4%
EM
2
Emancipation Management
New York
$940K -$44.7K -6,670 -5%
HA
3
Halsey Associates
Connecticut
$737K +$710K +105,863 New
GCP
4
GSA Capital Partners
United Kingdom
$476K
Deutsche Bank
5
Deutsche Bank
Germany
$476K +$263K +39,263 +134%
Renaissance Technologies
6
Renaissance Technologies
New York
$390K +$186K +27,728 +98%
FIM
7
Fruth Investment Management
Texas
$221K +$2.01K +300 +1%
GT
8
Glenmede Trust
Pennsylvania
$208K
LCM
9
Lucas Capital Management
New Jersey
$206K +$23.6K +3,521 +14%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$203K
NRS
11
Neville Rodie & Shaw
New York
$203K
Bank of America
12
Bank of America
North Carolina
$199K -$395 -59 -0.2%
MAM
13
Morse Asset Management
Connecticut
$167K +$40.2K +6,000 +33%
UBS Group
14
UBS Group
Switzerland
$151K +$18.8K +2,806 +15%
CBT
15
Capital Bank & Trust
California
$97K
HighTower Advisors
16
HighTower Advisors
Illinois
$88K -$3.35K -500 -4%
Wells Fargo
17
Wells Fargo
California
$77K +$73.7K +10,999 +1,099,900%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$73K +$70.7K +10,545 New
SS
19
Sunbelt Securities
Texas
$70K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$65K -$1.98K -295 -3%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$44K
PMFA
22
Plante Moran Financial Advisors
Michigan
$41K
RE
23
RBC Europe
United Kingdom
$27.8K
FFW
24
Fusion Family Wealth
New York
$17K +$16.8K +2,500 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$14K +$13.4K +2,000 New

NRT Hedge Fund Activity: Q4 2017 in Review

32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q4 2017, worth a combined $7.73M — up 20% from $6.47M a quarter earlier.

Fund positioning in NRT was balanced in Q4 2017: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 5 trimmed.

The largest buyer was Halsey Associates, opening a new position worth an estimated $710K. The largest seller was Oppenheimer & Co, exiting entirely with an estimated $170K sold.

  • 32 institutional investors held North European Oil Royalty Trust (NRT) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $7.73M of North European Oil Royalty Trust stock for Q4 2017, up 20% quarter-over-quarter.
  • 4 funds opened new North European Oil Royalty Trust positions in Q4 2017 and 4 closed out, a net change of 0 holders.
  • The largest North European Oil Royalty Trust buyer in Q4 2017 was Halsey Associates, an estimated $710K added.
  • The largest North European Oil Royalty Trust seller in Q4 2017 was Oppenheimer & Co, an estimated $170K sold.

Based on aggregated 13F filings for Q4 2017.