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NRT

North European Oil Royalty Trust

30 hedge funds and large institutions have $7.61M invested in North European Oil Royalty Trust in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.63% more ownership

Funds ownership: 12.79%14.42% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3230 (-2)

16% less capital invested

Capital invested by funds: $9.04M → $7.61M (-$1.43M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

70% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 10

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
3
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Emancipation Management
New York
$2.59M +$640K +95,862 +27%
Morgan Stanley
2
Morgan Stanley
New York
$2.52M +$289K +43,308 +11%
HA
3
Halsey Associates
Connecticut
$532K +$610K +91,432 New
GCP
4
GSA Capital Partners
United Kingdom
$266K -$10.7K -1,600 -3%
FIM
5
Fruth Investment Management
Texas
$187K -$667 -100 -0.3%
Renaissance Technologies
6
Renaissance Technologies
New York
$182K -$27.4K -4,112 -12%
Deutsche Bank
7
Deutsche Bank
Germany
$181K -$80.1K -12,000 -28%
MAM
8
Morse Asset Management
Connecticut
$170K
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$169K
NRS
10
Neville Rodie & Shaw
New York
$169K
UBS Group
11
UBS Group
Switzerland
$119K -$8.03K -1,203 -6%
Bank of America
12
Bank of America
North Carolina
$111K -$3.12K -467 -2%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$87K -$12K -1,800 -11%
CBT
14
Capital Bank & Trust
California
$81K
SS
15
Sunbelt Securities
Texas
$58K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$54K
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$37K -$13.3K -2,000 -24%
PMFA
18
Plante Moran Financial Advisors
Michigan
$35K
RE
19
RBC Europe
United Kingdom
$23.2K
FFW
20
Fusion Family Wealth
New York
$15K
Wells Fargo
21
Wells Fargo
California
$12K -$1K -150 -7%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$12K
ASN
23
Advisory Services Network
Georgia
$2K +$60 +9 +2%
LPC
24
Loeb Partners Corp
New York
$2K +$2.07K +310 New
CFGS
25
Concourse Financial Group Securities
Alabama
$1K

NRT Hedge Fund Activity: Q4 2018 in Review

30 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q4 2018, worth a combined $7.61M — down 16% from $9.04M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NRT and 2 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 3 added.

The largest buyer was Emancipation Management, adding an estimated $640K. The largest seller was Lucas Capital Management, exiting entirely with an estimated $227K sold.

  • 30 institutional investors held North European Oil Royalty Trust (NRT) as of Q4 2018, down from 32 in Q3 2018.
  • Funds reported $7.61M of North European Oil Royalty Trust stock for Q4 2018, down 16% quarter-over-quarter.
  • 2 funds opened new North European Oil Royalty Trust positions in Q4 2018 and 4 closed out, a net change of -2 holders.
  • The largest North European Oil Royalty Trust buyer in Q4 2018 was Emancipation Management, an estimated $640K added.
  • The largest North European Oil Royalty Trust seller in Q4 2018 was Lucas Capital Management, an estimated $227K sold.

Based on aggregated 13F filings for Q4 2018.