North European Oil Royalty Trust
21 hedge funds and large institutions have $2.37M invested in North European Oil Royalty Trust in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more capital invested
Capital invested by funds: $1.97M → $2.37M (+$397K)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
5% more funds holding
Funds holding: 20 → 21 (+1)
1.59% more ownership
Funds ownership: 7.27% → 8.85% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$393K |
| 2 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
+$35.2K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.6K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$6.84K |
| 5 |
FIM
Fruth Investment Management
Houston,
Texas
|
+$4.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$9.45K |
| 2 |
WT
Washington Trust
Westerly,
Rhode Island
|
-$3K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$1.63K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$717 |
NRT Hedge Fund Activity: Q4 2020 in Review
21 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q4 2020, worth a combined $2.37M — up 20% from $1.97M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NRT positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $393K. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $9.45K.
- 21 institutional investors held North European Oil Royalty Trust (NRT) as of Q4 2020, up from 20 in Q3 2020.
- Funds reported $2.37M of North European Oil Royalty Trust stock for Q4 2020, up 20% quarter-over-quarter.
- 2 funds opened new North European Oil Royalty Trust positions in Q4 2020 and 1 closed out, a net change of +1 holder.
- The largest North European Oil Royalty Trust buyer in Q4 2020 was Morgan Stanley, an estimated $393K added.
- The largest North European Oil Royalty Trust seller in Q4 2020 was JP Morgan Private Wealth Advisors, an estimated $9.45K sold.
Based on aggregated 13F filings for Q4 2020.