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NRT

North European Oil Royalty Trust

21 hedge funds and large institutions have $2.05M invested in North European Oil Royalty Trust in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

0.16% more ownership

Funds ownership: 8.33%8.48% (+0.16%)

16% less funds holding

Funds holding: 2521 (-4)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

55% less capital invested

Capital invested by funds: $4.52M → $2.05M (-$2.47M)

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.3M -$108K -24,892 -5%
WT
2
Washington Trust
Rhode Island
$217K +$358K +82,432 New
FIM
3
Fruth Investment Management
Texas
$90K +$17.4K +4,000 +13%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$79K +$131K +30,128 New
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$77K
NRS
6
Neville Rodie & Shaw
New York
$74K
Bank of America
7
Bank of America
North Carolina
$46K +$608 +140 +0.8%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$35K -$10.4K -2,400 -15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$31K +$9.87K +2,271 +24%
SS
10
Sunbelt Securities
Texas
$26K
PMFA
11
Plante Moran Financial Advisors
Michigan
$16K
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$15K
RE
13
RBC Europe
United Kingdom
$10.5K
UBS Group
14
UBS Group
Switzerland
$10K +$13K +2,999 +364%
Osaic Holdings
15
Osaic Holdings
Arizona
$7K +$11.5K +2,644 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$5K
Wells Fargo
17
Wells Fargo
California
$5K +$4 +1 +0.1%
GI
18
Gradient Investments
Minnesota
$1K
SPIA
19
Steward Partners Investment Advisory
New York
$1K
SCA
20
Stonebridge Capital Advisors
Minnesota
$1K
GCP
21
GSA Capital Partners
United Kingdom
-$186K -31,445 Closed
Wolverine Trading
22
Wolverine Trading
Illinois
-$72K -12,246 Closed
Deutsche Bank
23
Deutsche Bank
Germany
-$18K -3,058 Closed
NFG
24
Next Financial Group
Texas
-$3K -450 Closed

NRT Hedge Fund Activity: Q1 2020 in Review

21 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q1 2020, worth a combined $2.05M — down 55% from $4.52M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NRT and 3 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 5 added.

The largest buyer was Washington Trust, opening a new position worth an estimated $358K. The largest seller was GSA Capital Partners, exiting entirely with an estimated $186K sold.

  • 21 institutional investors held North European Oil Royalty Trust (NRT) as of Q1 2020, down from 25 in Q4 2019.
  • Funds reported $2.05M of North European Oil Royalty Trust stock for Q1 2020, down 55% quarter-over-quarter.
  • 3 funds opened new North European Oil Royalty Trust positions in Q1 2020 and 5 closed out, a net change of -2 holders.
  • The largest North European Oil Royalty Trust buyer in Q1 2020 was Washington Trust, an estimated $358K added.
  • The largest North European Oil Royalty Trust seller in Q1 2020 was GSA Capital Partners, an estimated $186K sold.

Based on aggregated 13F filings for Q1 2020.