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ROYT

PACIFIC COAST OIL TRUST
ROYT

Delisted

ROYT was delisted on the 5th of August, 2020.

24 hedge funds and large institutions have $3.37M invested in PACIFIC COAST OIL TRUST in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

606% more call options, than puts

Call options by funds: $127K | Put options by funds: $18K

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

15% less capital invested

Capital invested by funds: $3.99M → $3.37M (-$618K)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
10
Closed
3
Calls
$127K
Puts
$18K
Net Calls
+$109K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.88M -$88.5K -75,746 -6%
FCH
2
Freestone Capital Holdings
Washington
$945K +$440K +377,000 +162%
CCP
3
Clough Capital Partners
Massachusetts
$148K
Morgan Stanley
4
Morgan Stanley
New York
$83K -$9.63K -8,239 -13%
Bank of America
5
Bank of America
North Carolina
$50K -$19K -16,285 -34%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$45K -$5.84K -5,000 -15%
LCM
7
Lucas Capital Management
New Jersey
$44K -$381K -326,338 -92%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$31K -$80.1K -68,595 -78%
SCM
9
Sterling Capital Management
North Carolina
$31K +$3.5K +3,000 +18%
OA
10
Oxbow Advisors
Texas
$21K
WS
11
Wedbush Securities
California
$20K +$15.2K +13,000 New
JP Morgan Chase
12
JP Morgan Chase
New York
$20K +$15.2K +13,037 New
Wells Fargo
13
Wells Fargo
California
$19K -$23.3K -19,951 -61%
OC
14
Oppenheimer & Co
New York
$19K -$1.2K -1,025 -8%
Creative Planning
15
Creative Planning
Kansas
$5K
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$5K +$3.31K +2,830 +496%
AIG
17
American International Group
New York
$3K +$1.17K +1,000 +80%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2K
WT
19
Whittier Trust
California
$2K +$1.17K +1,000 New
USGIU
20
U.S. Global Investors (USGI)
Texas
$1K
WAS
21
Winch Advisory Services
Wisconsin
$1K +$4 +3 +0.7%
Deutsche Bank
22
Deutsche Bank
Germany
-$446K -381,584 -100%
AFM
23
Anson Funds Management
Texas
-$315K -238,873 Closed
VKH
24
Virtu KCG Holdings
New York
-$134K -101,654 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$14.4K -12,289 Closed

ROYT Hedge Fund Activity: Q1 2016 in Review

24 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PACIFIC COAST OIL TRUST (ROYT) for Q1 2016, worth a combined $3.37M — down 15% from $3.99M a quarter earlier.

Fund positioning in ROYT was balanced in Q1 2016: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 10 trimmed.

The largest buyer was Freestone Capital Holdings, adding an estimated $440K. The largest seller was Deutsche Bank, cutting an estimated $446K.

  • 24 institutional investors held PACIFIC COAST OIL TRUST (ROYT) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $3.37M of PACIFIC COAST OIL TRUST stock for Q1 2016, down 15% quarter-over-quarter.
  • 3 funds opened new PACIFIC COAST OIL TRUST positions in Q1 2016 and 3 closed out, a net change of 0 holders.
  • The largest PACIFIC COAST OIL TRUST buyer in Q1 2016 was Freestone Capital Holdings, an estimated $440K added.
  • The largest PACIFIC COAST OIL TRUST seller in Q1 2016 was Deutsche Bank, an estimated $446K sold.

Based on aggregated 13F filings for Q1 2016.