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NRT

North European Oil Royalty Trust

20 hedge funds and large institutions have $2.5M invested in North European Oil Royalty Trust in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.43M → $2.5M (+$69.2K)

0.34% less ownership

Funds ownership: 5.32%4.97% (-0.34%)

9% less funds holding

Funds holding: 2220 (-2)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
7
Closed
2
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$761K +$83.1K +16,003 +13%
WTA
2
Washington Trust Advisors
Massachusetts
$292K
PGFC
3
Peapack-Gladstone Financial Corp
New Jersey
$244K
GCP
4
GSA Capital Partners
United Kingdom
$237K -$32.1K -6,188 -13%
FIM
5
Fruth Investment Management
Texas
$175K -$3.29K -633 -2%
LPL Financial
6
LPL Financial
California
$150K -$12.4K -2,390 -8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$134K +$127K +24,420 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$82K +$15.1K +2,900 +24%
Osaic Holdings
9
Osaic Holdings
Arizona
$73.3K -$5.46K -1,051 -7%
JP Morgan Chase
10
JP Morgan Chase
New York
$67.4K
WSCM
11
Wellington Shields Capital Management
New York
$61.6K
WSC
12
Wellington Shields & Co
New York
$59.1K
SS
13
Sunbelt Securities
Texas
$54.7K
Bank of America
14
Bank of America
North Carolina
$52K -$104K -20,000 -68%
Wells Fargo
15
Wells Fargo
California
$38.3K -$587 -113 -2%
FFA
16
Farther Finance Advisors
California
$12K
LFG
17
Larson Financial Group
Missouri
$2.1K +$93 +18 +5%
CA
18
CoreCap Advisors
Michigan
$1.64K
UBS Group
19
UBS Group
Switzerland
$1.19K -$90.2K -17,361 -99%
CAM
20
Creekmur Asset Management
Illinois
$114 +$5 +1 +5%
Raymond James Financial
21
Raymond James Financial
Florida
-$4.38K -874 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-$1K -200 Closed

NRT Hedge Fund Activity: Q3 2025 in Review

20 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q3 2025, worth a combined $2.5M — up 2.8% from $2.43M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NRT and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $127K. The largest seller was Bank of America, cutting an estimated $104K.

  • 20 institutional investors held North European Oil Royalty Trust (NRT) as of Q3 2025, down from 22 in Q2 2025.
  • Funds reported $2.5M of North European Oil Royalty Trust stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 1 fund opened new North European Oil Royalty Trust positions in Q3 2025 and 2 closed out, a net change of -1 holder.
  • The largest North European Oil Royalty Trust buyer in Q3 2025 was Susquehanna International Group, an estimated $127K added.
  • The largest North European Oil Royalty Trust seller in Q3 2025 was Bank of America, an estimated $104K sold.

Based on aggregated 13F filings for Q3 2025.