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NRT

North European Oil Royalty Trust

25 hedge funds and large institutions have $4.52M invested in North European Oil Royalty Trust in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.1% less ownership

Funds ownership: 11.43%8.33% (-3.1%)

7% less funds holding

Funds holding: 2725 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

29% less capital invested

Capital invested by funds: $6.36M → $4.52M (-$1.84M)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $66K

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
1
Reduced
4
Closed
5
Calls
Puts
$66K
Net Calls
-$66K
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.07M +$128K +21,868 +4%
EM
2
Emancipation Management
New York
$196K -$1.16M -198,684 -86%
GCP
3
GSA Capital Partners
United Kingdom
$186K -$584 -100 -0.3%
FIM
4
Fruth Investment Management
Texas
$179K
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$172K
NRS
6
Neville Rodie & Shaw
New York
$165K
Bank of America
7
Bank of America
North Carolina
$104K -$2.3K -393 -2%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$94K
Wolverine Trading
9
Wolverine Trading
Illinois
$72K +$71.6K +12,246 New
SS
10
Sunbelt Securities
Texas
$59K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$55K
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$37K
PMFA
13
Plante Moran Financial Advisors
Michigan
$35K
RE
14
RBC Europe
United Kingdom
$23.6K
Deutsche Bank
15
Deutsche Bank
Germany
$18K +$17.9K +3,058 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$15K +$15.1K +2,589 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$12K
Wells Fargo
18
Wells Fargo
California
$12K
UBS Group
19
UBS Group
Switzerland
$5K -$1.43K -244 -23%
SPIA
20
Steward Partners Investment Advisory
New York
$4K
SCA
21
Stonebridge Capital Advisors
Minnesota
$3K
NFG
22
Next Financial Group
Texas
$3K +$2.63K +450 New
GI
23
Gradient Investments
Minnesota
$1K
MAM
24
Morse Asset Management
Connecticut
-$178K -29,300 Closed
GT
25
Glenmede Trust
Pennsylvania
-$30 -5,000 Closed

NRT Hedge Fund Activity: Q4 2019 in Review

25 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q4 2019, worth a combined $4.52M — down 29% from $6.36M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NRT and 4 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.

The largest buyer was Morgan Stanley, adding an estimated $128K. The largest seller was Emancipation Management, cutting an estimated $1.16M.

  • 25 institutional investors held North European Oil Royalty Trust (NRT) as of Q4 2019, down from 27 in Q3 2019.
  • Funds reported $4.52M of North European Oil Royalty Trust stock for Q4 2019, down 29% quarter-over-quarter.
  • 4 funds opened new North European Oil Royalty Trust positions in Q4 2019 and 5 closed out, a net change of -1 holder.
  • The largest North European Oil Royalty Trust buyer in Q4 2019 was Morgan Stanley, an estimated $128K added.
  • The largest North European Oil Royalty Trust seller in Q4 2019 was Emancipation Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2019.