NRT

North European Oil Royalty Trust
NRT

Overview Fund Activity

35 hedge funds and large institutions have $5.49M invested in North European Oil Royalty Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
4
Closed
4
Calls
$274K
Puts
$415K
Net Calls
-$141K
Net Calls Change
+$49K

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$172K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$169K
3
Belvedere Trading
3
Belvedere Trading
Illinois
$60.7K
4
NA
4
Navellier & Associates
Nevada
$331K
5
Group One Trading
5
Group One Trading
Illinois
$14.3K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$131K
4
AW
4
Avion Wealth
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.8K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.55M 119,518 +177 +0.1%
WTA
2
Washington Trust Advisors
Massachusetts
$691K 53,432 – –
FIM
3
Fruth Investment Management
Texas
$449K 34,700 – –
NA
4
Navellier & Associates
Nevada
$331K 25,508 +1,418 +6%
PGFC
5
Peapack-Gladstone Financial Corp
New Jersey
$231K 17,773 +136 +0.8%
DADC
6
D.A. Davidson & Co
Montana
$227K 17,450 +50 +0.3%
FWCM
7
Ferguson Wellman Capital Management
Oregon
$172K 13,254 +13,254 New
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$169K 13,028 +13,028 New
WSCM
9
Wellington Shields Capital Management
New York
$166K 12,757 – –
NRS
10
Neville Rodie & Shaw
New York
$156K 12,000 – –
Bank of America
11
Bank of America
North Carolina
$153K 11,812 +197 +2%
HIM
12
Hillsdale Investment Management
Ontario, Canada
$145K 11,175 – –
AIP
13
ARS Investment Partners
New York
$143K 11,000 – –
WSC
14
Wellington Shields & Co
New York
$140K 10,800 – –
Citadel Advisors
15
Citadel Advisors
Florida
$131K 10,074 -7,364 -42%
SS
16
Sunbelt Securities
Texas
$130K 10,000 – –
FFA
17
Farther Finance Advisors
California
$111K 8,600 – –
JEST
18
JTC Employer Solutions Trustee
Jersey
$78K 6,000 – –
PMFA
19
Plante Moran Financial Advisors
Michigan
$76.8K 5,932 – –
Wells Fargo
20
Wells Fargo
California
$66.6K 5,129 +1 +0%
Belvedere Trading
21
Belvedere Trading
Illinois
$60.7K 4,678 +4,678 New
UBS Group
22
UBS Group
Switzerland
$31.2K 2,407 -2,381 -50%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$26K 2,000 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$18.8K 1,445 -2,574 -64%
Group One Trading
25
Group One Trading
Illinois
$14.3K 1,100 +1,000 +1,000%
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