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NRT

North European Oil Royalty Trust

24 hedge funds and large institutions have $2.52M invested in North European Oil Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

13% more capital invested

Capital invested by funds: $2.22M → $2.52M (+$300K)

0.22% less ownership

Funds ownership: 5.94%5.72% (-0.22%)

11% less funds holding

Funds holding: 2724 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
6
Closed
6
Calls
$57K
Puts
Net Calls
+$57K
Net Calls Change
+$99K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$710K -$43.9K -9,379 -6%
WTA
2
Washington Trust Advisors
Massachusetts
$253K
GCP
3
GSA Capital Partners
United Kingdom
$198K +$193K +41,158 New
LPL Financial
4
LPL Financial
California
$158K +$19.8K +4,226 +15%
FIM
5
Fruth Investment Management
Texas
$154K
PGFC
6
Peapack-Gladstone Financial Corp
New Jersey
$137K +$6.55K +1,400 +5%
USB
7
Union Savings Bank
Connecticut
$124K
UBS Group
8
UBS Group
Switzerland
$118K +$35.7K +7,625 +45%
SGI
9
Swan Global Investments
Colorado
$81.3K -$223K -47,700 -74%
Osaic Holdings
10
Osaic Holdings
Arizona
$77.8K +$4.78K +1,022 +7%
Jane Street
11
Jane Street
New York
$60K +$58.4K +12,483 New
JP Morgan Chase
12
JP Morgan Chase
New York
$59.2K -$3.33K -711 -5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$58K -$3.38K -723 -6%
WSCM
14
Wellington Shields Capital Management
New York
$54.1K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$52.5K -$9.94K -2,124 -16%
WSC
16
Wellington Shields & Co
New York
$51.9K
SS
17
Sunbelt Securities
Texas
$48.1K
Bank of America
18
Bank of America
North Carolina
$45.7K +$936 +200 +2%
Wells Fargo
19
Wells Fargo
California
$33.7K -$9.35K -1,999 -22%
PMFA
20
Plante Moran Financial Advisors
Michigan
$28.1K
FFA
21
Farther Finance Advisors
California
$10.6K
HI
22
Harbour Investments
Wisconsin
$4.88K +$42 +9 +0.9%
CA
23
CoreCap Advisors
Michigan
$1.42K +$477 +102 +52%
GIA
24
GHP Investment Advisors
Colorado
$663 +$655 +140 New
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$2

NRT Hedge Fund Activity: Q1 2025 in Review

24 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q1 2025, worth a combined $2.52M — up 13% from $2.22M a quarter earlier.

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

The largest buyer was GSA Capital Partners, opening a new position worth an estimated $193K. The largest seller was Swan Global Investments, cutting an estimated $223K.

  • 24 institutional investors held North European Oil Royalty Trust (NRT) as of Q1 2025, down from 27 in Q4 2024.
  • Funds reported $2.52M of North European Oil Royalty Trust stock for Q1 2025, up 13% quarter-over-quarter.
  • 3 funds opened new North European Oil Royalty Trust positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest North European Oil Royalty Trust buyer in Q1 2025 was GSA Capital Partners, an estimated $193K added.
  • The largest North European Oil Royalty Trust seller in Q1 2025 was Swan Global Investments, an estimated $223K sold.

Based on aggregated 13F filings for Q1 2025.