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Scully Royalty

21 hedge funds and large institutions have $50.1M invested in Scully Royalty in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more capital invested

Capital invested by funds: $27.5M → $50.1M (+$22.6M)

0.19% more ownership

Funds ownership: 29.83%30.02% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 2321 (-2)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
5
Reduced
6
Closed
6
Calls
$153K
Puts
Net Calls
+$153K
Net Calls Change
+$153K
Name Holding Trade Value Shares
Change
Change in
Stake
IR
1
IAT Reinsurance
New York
$32.5M
NCM
2
Nantahala Capital Management
Connecticut
$11.2M -$78.7K -6,901 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$3.22M -$37.8K -3,314 -1%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$938K
Renaissance Technologies
5
Renaissance Technologies
New York
$909K +$111K +9,700 +17%
CCB
6
Cutter & Co Brokerage
Missouri
$351K -$27.4K -2,400 -8%
YL
7
YCG LLC
Texas
$290K
AWM
8
AE Wealth Management
Kansas
$213K +$182K +16,000 New
SS
9
Simplicity Solutions
Minnesota
$133K +$114K +10,000 New
Wells Fargo
10
Wells Fargo
California
$125K +$11K +964 +11%
Deutsche Bank
11
Deutsche Bank
Germany
$91K +$5.7K +500 +8%
Northern Trust
12
Northern Trust
Illinois
$70K -$125 -11 -0.2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13K -$80 -7 -0.7%
Simplex Trading
14
Simplex Trading
Illinois
$11K -$10.8K -949 -51%
FCMT
15
Founders Capital Management (Texas)
Texas
$11K
UBS Group
16
UBS Group
Switzerland
$11K +$3.79K +332 +63%
TRCT
17
Tower Research Capital (TRC)
New York
$4K +$2.49K +218 +218%
LFG
18
Larson Financial Group
Missouri
$3K
Barclays
19
Barclays
United Kingdom
$1K +$798 +70 New
GWM
20
Geneos Wealth Management
Colorado
$1K +$912 +80 New
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13
RE
22
RBC Europe
United Kingdom
-$59 -8 Closed

SRL Hedge Fund Activity: Q2 2019 in Review

21 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q2 2019, worth a combined $50.1M — up 82% from $27.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SRL and 4 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $182K. The largest seller was Nantahala Capital Management, cutting an estimated $78.7K.

  • 21 institutional investors held Scully Royalty (SRL) as of Q2 2019, down from 23 in Q1 2019.
  • Funds reported $50.1M of Scully Royalty stock for Q2 2019, up 82% quarter-over-quarter.
  • 4 funds opened new Scully Royalty positions in Q2 2019 and 6 closed out, a net change of -2 holders.
  • The largest Scully Royalty buyer in Q2 2019 was AE Wealth Management, an estimated $182K added.
  • The largest Scully Royalty seller in Q2 2019 was Nantahala Capital Management, an estimated $78.7K sold.

Based on aggregated 13F filings for Q2 2019.