NRT

North European Oil Royalty Trust
NRT

Overview Fund Activity

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.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.56M
2
PGFC
2
Peapack-Gladstone Financial Corp
New Jersey
$34K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$27K
4
MA
4
Mutual Advisors
Nebraska
$55K
5
FIM
5
Fruth Investment Management
Texas
$102K

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$30K
2
WT
2
Washington Trust
Rhode Island
$236K
3
SPIA
3
Steward Partners Investment Advisory
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$9K
5
Wells Fargo
5
Wells Fargo
California
$6K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.56M 535,305 +130,882 +32%
WT
2
Washington Trust
Rhode Island
$236K 81,432 -1,000 -1%
FIM
3
Fruth Investment Management
Texas
$102K 35,500 +1,600 +5%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$85K 29,100 – –
NRS
5
Neville Rodie & Shaw
New York
$81K 27,999 – –
MA
6
Mutual Advisors
Nebraska
$55K 18,896 +2,281 +14%
Bank of America
7
Bank of America
North Carolina
$51K 17,697 +11 +0.1%
PGFC
8
Peapack-Gladstone Financial Corp
New Jersey
$34K 11,735 +11,735 New
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$30K 10,300 -3,150 -23%
SS
10
Sunbelt Securities
Texas
$29K 10,000 – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$27K 9,520 +3,520 +59%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$21K 6,300 – –
PMFA
13
Plante Moran Financial Advisors
Michigan
$17K 5,932 – –
RE
14
RBC Europe
United Kingdom
$11.6K 4,000 – –
Osaic Holdings
15
Osaic Holdings
Arizona
$11K 3,990 +1,018 +34%
UBS Group
16
UBS Group
Switzerland
$9K 3,249 -239 -7%
Wells Fargo
17
Wells Fargo
California
$6K 2,000 -1 -0%
GI
18
Gradient Investments
Minnesota
$1K 222 – –
Jones Financial Companies
19
Jones Financial Companies
Missouri
$1K 389 +389 New
SPIA
20
Steward Partners Investment Advisory
New York
– – -700 Closed
Simplex Trading
21
Simplex Trading
Illinois
$0 58 -542 -90%
LF
22
Lee Financial
Texas
$0 35 – –
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –