NRT

North European Oil Royalty Trust
NRT

Overview Fund Activity

29 hedge funds and large institutions have $3.48M invested in North European Oil Royalty Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
4
Reduced
5
Closed
6
Calls
$1K
Puts
$67K
Net Calls
-$66K
Net Calls Change
-$55K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$234K
2
SGI
2
Swan Global Investments
Colorado
$110K
3
MA
3
Mutual Advisors
Nebraska
$109K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$63K
5
PGFC
5
Peapack-Gladstone Financial Corp
New Jersey
$128K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.38M
2
GCP
2
GSA Capital Partners
United Kingdom
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
USB
4
Union Savings Bank
Connecticut
$154K
5
XT
5
XTX Topco
Cayman Islands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.38M 232,219 -308,989 -57%
WTA
2
Washington Trust Advisors
Massachusetts
$317K 53,432 – –
Citadel Advisors
3
Citadel Advisors
Florida
$234K 39,374 +39,374 New
FIM
4
Fruth Investment Management
Texas
$203K 34,200 – –
USB
5
Union Savings Bank
Connecticut
$154K 25,863 -25,865 -50%
PGFC
6
Peapack-Gladstone Financial Corp
New Jersey
$128K 21,527 +9,027 +72%
SGI
7
Swan Global Investments
Colorado
$110K 18,500 +18,500 New
MA
8
Mutual Advisors
Nebraska
$109K 18,293 +18,293 New
LPL Financial
9
LPL Financial
California
$82.7K 13,898 -3,366 -19%
FWCM
10
Ferguson Wellman Capital Management
Oregon
$78.7K 13,254 – –
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$77.5K 13,028 – –
WSCM
12
Wellington Shields Capital Management
New York
$75.9K 12,757 – –
Bank of America
13
Bank of America
North Carolina
$70.7K 11,878 +22 +0.2%
WSC
14
Wellington Shields & Co
New York
$64.3K 10,800 – –
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$63K 10,549 +10,549 New
SS
16
Sunbelt Securities
Texas
$59.5K 10,000 – –
FFA
17
Farther Finance Advisors
California
$55.4K 8,600 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$46.8K 7,870 +3,004 +62%
PMFA
19
Plante Moran Financial Advisors
Michigan
$35.2K 5,932 – –
JEST
20
JTC Employer Solutions Trustee
Jersey
$35K 6,000 – –
Wells Fargo
21
Wells Fargo
California
$29.8K 5,000 -1 -0%
Comerica Bank
22
Comerica Bank
Texas
$25.6K 4,304 +2,518 +141%
Belvedere Trading
23
Belvedere Trading
Illinois
$24.5K 4,123 +4,123 New
UBS Group
24
UBS Group
Switzerland
$12.7K 2,132 -3,900 -65%
AIM
25
Anchor Investment Management
South Carolina
$2.97K 500 +500 New
1
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