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NRT

North European Oil Royalty Trust

32 hedge funds and large institutions have $9.04M invested in North European Oil Royalty Trust in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3232 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.09% less ownership

Funds ownership: 12.89%12.79% (-0.09%)

6% less capital invested

Capital invested by funds: $9.58M → $9.04M (-$532K)

44% less call options, than puts

Call options by funds: $78K | Put options by funds: $140K

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
5
Reduced
5
Closed
2
Calls
$78K
Puts
$140K
Net Calls
-$62K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.02M -$148K -18,611 -5%
EM
2
Emancipation Management
New York
$2.7M +$165K +20,782 +6%
GCP
3
GSA Capital Partners
United Kingdom
$356K -$107K -13,500 -22%
Deutsche Bank
4
Deutsche Bank
Germany
$334K
Renaissance Technologies
5
Renaissance Technologies
New York
$273K -$57.9K -7,278 -17%
FIM
6
Fruth Investment Management
Texas
$243K +$247 +31 +0.1%
LCM
7
Lucas Capital Management
New Jersey
$227K
MAM
8
Morse Asset Management
Connecticut
$226K
NRS
9
Neville Rodie & Shaw
New York
$225K
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$219K
UBS Group
11
UBS Group
Switzerland
$167K +$20.4K +2,564 +13%
Bank of America
12
Bank of America
North Carolina
$152K -$3.19K -401 -2%
GT
13
Glenmede Trust
Pennsylvania
$138K -$19.9K -2,500 -12%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$130K
CBT
15
Capital Bank & Trust
California
$105K
HighTower Advisors
16
HighTower Advisors
Illinois
$98K
TSS
17
Two Sigma Securities
New York
$78K +$82.9K +10,420 New
SS
18
Sunbelt Securities
Texas
$77K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$72K
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$64K
PMFA
21
Plante Moran Financial Advisors
Michigan
$44K
RE
22
RBC Europe
United Kingdom
$30.9K
FFW
23
Fusion Family Wealth
New York
$19K
Wells Fargo
24
Wells Fargo
California
$17K +$1.19K +149 +7%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$15K

NRT Hedge Fund Activity: Q3 2018 in Review

32 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q3 2018, worth a combined $9.04M — down 5.6% from $9.58M a quarter earlier.

Fund positioning in NRT was balanced in Q3 2018: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 5 trimmed.

The largest buyer was Emancipation Management, adding an estimated $165K. The largest seller was Morgan Stanley, cutting an estimated $148K.

  • 32 institutional investors held North European Oil Royalty Trust (NRT) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $9.04M of North European Oil Royalty Trust stock for Q3 2018, down 5.6% quarter-over-quarter.
  • 2 funds opened new North European Oil Royalty Trust positions in Q3 2018 and 2 closed out, a net change of 0 holders.
  • The largest North European Oil Royalty Trust buyer in Q3 2018 was Emancipation Management, an estimated $165K added.
  • The largest North European Oil Royalty Trust seller in Q3 2018 was Morgan Stanley, an estimated $148K sold.

Based on aggregated 13F filings for Q3 2018.