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NRT

North European Oil Royalty Trust

26 hedge funds and large institutions have $2.99M invested in North European Oil Royalty Trust in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

1.28% less ownership

Funds ownership: 6.36%5.09% (-1.3%)

10% less funds holding

Funds holding: 2926 (-3)

14% less capital invested

Capital invested by funds: $3.48M → $2.99M (-$493K)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

83% less call options, than puts

Call options by funds: $1K | Put options by funds: $6K

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
7
Calls
$1K
Puts
$6K
Net Calls
-$5K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.03M -$491K -71,334 -31%
WTA
2
Washington Trust Advisors
Massachusetts
$341K
FIM
3
Fruth Investment Management
Texas
$218K
USB
4
Union Savings Bank
Connecticut
$166K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$137K +$147K +21,337 New
MA
6
Mutual Advisors
Nebraska
$122K +$8.67K +1,260 +7%
LPL Financial
7
LPL Financial
California
$114K +$26.7K +3,872 +28%
PGFC
8
Peapack-Gladstone Financial Corp
New Jersey
$93K -$48.4K -7,027 -33%
JP Morgan Chase
9
JP Morgan Chase
New York
$83.5K
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$83K +$16.6K +2,412 +23%
WSCM
11
Wellington Shields Capital Management
New York
$81.8K
Bank of America
12
Bank of America
North Carolina
$78.2K +$2.17K +315 +3%
WSC
13
Wellington Shields & Co
New York
$69.2K
SS
14
Sunbelt Securities
Texas
$64.1K
Citadel Advisors
15
Citadel Advisors
Florida
$61.7K -$205K -29,756 -76%
FFA
16
Farther Finance Advisors
California
$53.8K
Osaic Holdings
17
Osaic Holdings
Arizona
$41.6K -$9.48K -1,377 -17%
JEST
18
JTC Employer Solutions Trustee
Jersey
$39K
PMFA
19
Plante Moran Financial Advisors
Michigan
$37.9K
Wells Fargo
20
Wells Fargo
California
$32.1K
Comerica Bank
21
Comerica Bank
Texas
$30.1K +$2.75K +399 +9%
AWM
22
Activest Wealth Management
Florida
$6.35K +$6.81K +990 New
RFG
23
RFP Financial Group
Georgia
$2.19K
Group One Trading
24
Group One Trading
Illinois
$2.15K +$2.06K +300 +857%
IAIM
25
International Assets Investment Management
Florida
$51 +$55 +8 New

NRT Hedge Fund Activity: Q2 2024 in Review

26 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q2 2024, worth a combined $2.99M — down 14% from $3.48M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NRT and 4 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $147K. The largest seller was Morgan Stanley, cutting an estimated $491K.

  • 26 institutional investors held North European Oil Royalty Trust (NRT) as of Q2 2024, down from 29 in Q1 2024.
  • Funds reported $2.99M of North European Oil Royalty Trust stock for Q2 2024, down 14% quarter-over-quarter.
  • 4 funds opened new North European Oil Royalty Trust positions in Q2 2024 and 7 closed out, a net change of -3 holders.
  • The largest North European Oil Royalty Trust buyer in Q2 2024 was Susquehanna International Group, an estimated $147K added.
  • The largest North European Oil Royalty Trust seller in Q2 2024 was Morgan Stanley, an estimated $491K sold.

Based on aggregated 13F filings for Q2 2024.