Scully Royalty
19 hedge funds and large institutions have $47M invested in Scully Royalty in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
2.14% more ownership
Funds ownership: 30.02% → 32.16% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $50.1M → $47M (-$3.09M)
10% less funds holding
Funds holding: 21 → 19 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IR
IAT Reinsurance
New York
|
+$3.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$166K |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
+$53.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$15K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$3.51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$213K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$133K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$52K |
| 4 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
-$41.9K |
| 5 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$33.8K |
SRL Hedge Fund Activity: Q3 2019 in Review
19 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q3 2019, worth a combined $47M — down 6.2% from $50.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SRL and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 7 added.
The largest buyer was IAT Reinsurance, adding an estimated $3.74M. The largest seller was AE Wealth Management, exiting entirely with an estimated $213K sold.
- 19 institutional investors held Scully Royalty (SRL) as of Q3 2019, down from 21 in Q2 2019.
- Funds reported $47M of Scully Royalty stock for Q3 2019, down 6.2% quarter-over-quarter.
- 2 funds opened new Scully Royalty positions in Q3 2019 and 4 closed out, a net change of -2 holders.
- The largest Scully Royalty buyer in Q3 2019 was IAT Reinsurance, an estimated $3.74M added.
- The largest Scully Royalty seller in Q3 2019 was AE Wealth Management, an estimated $213K sold.
Based on aggregated 13F filings for Q3 2019.