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NRT

North European Oil Royalty Trust

20 hedge funds and large institutions have $7.37M invested in North European Oil Royalty Trust in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.04% less ownership

Funds ownership: 8.03%7.98% (-0.04%)

6% less capital invested

Capital invested by funds: $7.84M → $7.37M (-$464K)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
1
Reduced
3
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
$4.62M -$174K -18,367 -4%
WTA
2
Washington Trust Advisors
Massachusetts
$814K +$773K +81,432 New
FIM
3
Fruth Investment Management
Texas
$348K
NRS
4
Neville Rodie & Shaw
New York
$280K
NA
5
Navellier & Associates
Nevada
$226K +$214K +22,528 New
PGFC
6
Peapack-Gladstone Financial Corp
New Jersey
$203K -$46.9K -4,944 -20%
Bank of America
7
Bank of America
North Carolina
$168K +$294 +31 +0.2%
MA
8
Mutual Advisors
Nebraska
$133K
SS
9
Sunbelt Securities
Texas
$130K
UBS Group
10
UBS Group
Switzerland
$114K +$108K +11,392 New
AIP
11
ARS Investment Partners
New York
$110K
JEST
12
JTC Employer Solutions Trustee
Jersey
$60K
PMFA
13
Plante Moran Financial Advisors
Michigan
$59K
Wells Fargo
14
Wells Fargo
California
$50K
Osaic Holdings
15
Osaic Holdings
Arizona
$29K -$664 -70 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$20K
SCA
17
Stonebridge Capital Advisors
Minnesota
$4K
BWM
18
Baystate Wealth Management
Massachusetts
$2K +$2.25K +237 New
TRCT
19
Tower Research Capital (TRC)
New York
$1K +$949 +100 New
WT
20
Washington Trust
Rhode Island
-$869K -81,432 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$124K -11,567 Closed
CI
22
CX Institutional
Indiana
-$27K -2,500 Closed
Simplex Trading
23
Simplex Trading
Illinois
-$3K -550 Closed
HI
24
Harbour Investments
Wisconsin
-$2K -200 Closed

NRT Hedge Fund Activity: Q4 2021 in Review

20 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q4 2021, worth a combined $7.37M — down 5.9% from $7.84M a quarter earlier.

Fund positioning in NRT was balanced in Q4 2021: 5 funds opened new positions, 5 closed out, 1 added to existing stakes and 3 trimmed.

The largest buyer was Navellier & Associates, opening a new position worth an estimated $214K. The largest seller was Washington Trust, exiting entirely with an estimated $869K sold.

  • 20 institutional investors held North European Oil Royalty Trust (NRT) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $7.37M of North European Oil Royalty Trust stock for Q4 2021, down 5.9% quarter-over-quarter.
  • 5 funds opened new North European Oil Royalty Trust positions in Q4 2021 and 5 closed out, a net change of 0 holders.
  • The largest North European Oil Royalty Trust buyer in Q4 2021 was Navellier & Associates, an estimated $214K added.
  • The largest North European Oil Royalty Trust seller in Q4 2021 was Washington Trust, an estimated $869K sold.

Based on aggregated 13F filings for Q4 2021.