Scully Royalty
54 hedge funds and large institutions have $80.9M invested in Scully Royalty in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 9 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
7% less funds holding
Funds holding: 58 → 54 (-4)
12% less capital invested
Capital invested by funds: $92.2M → $80.9M (-$11.3M)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
99% less call options, than puts
Call options by funds: $2K | Put options by funds: $240K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YL
YCG LLC
Austin,
Texas
|
+$1.81M |
| 2 |
Renaissance Technologies
New York
|
+$1.18M |
| 3 |
Two Sigma Investments
New York
|
+$633K |
| 4 |
Millennium Management
New York
|
+$541K |
| 5 |
Two Sigma Advisers
New York
|
+$508K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Harvey Partners
Tarrytown,
New York
|
-$5.53M |
| 2 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$4.82M |
| 3 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$3.28M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.67M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$1.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
51
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $4K | – | – | – |
|
52
Citigroup
New York
| $4K | +$3.65K | +92 | New |
|
|
BFA
53
BlackRock Fund Advisors
San Francisco,
California
| $1K | – | – | – |
|
|
RJA
54
Raymond James & Associates
St Petersburg,
Florida
| – | -$2.67M | -63,490 | Closed |
|
|
CA
55
Corrado Advisors
Ramsey,
New Jersey
| – | -$608K | -14,479 | Closed |
|
|
ZCM
56
Zebra Capital Management
Stamford,
Connecticut
| – | -$234K | -5,569 | Closed |
|
|
ST
57
Spot Trading
Chicago,
Illinois
| – | -$184K | -4,386 | Closed |
|
58
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$174K | -4,172 | Closed |
|
|
WSFS
59
Wilmington Savings Fund Society
Wilmington,
Delaware
| – | -$92K | -2,182 | Closed |
|
60
Jane Street
New York
| – | -$89K | -2,122 | Closed |
|
61
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4K | -87 | Closed |
|
SRL Hedge Fund Activity: Q4 2013 in Review
54 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q4 2013, worth a combined $80.9M — down 12% from $92.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SRL and 5 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 17 added.
The largest buyer was YCG LLC, opening a new position worth an estimated $1.81M. The largest seller was Harvey Partners, cutting an estimated $5.53M.
- 54 institutional investors held Scully Royalty (SRL) as of Q4 2013, down from 58 in Q3 2013.
- Funds reported $80.9M of Scully Royalty stock for Q4 2013, down 12% quarter-over-quarter.
- 5 funds opened new Scully Royalty positions in Q4 2013 and 9 closed out, a net change of -4 holders.
- The largest Scully Royalty buyer in Q4 2013 was YCG LLC, an estimated $1.81M added.
- The largest Scully Royalty seller in Q4 2013 was Harvey Partners, an estimated $5.53M sold.
Based on aggregated 13F filings for Q4 2013.