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Scully Royalty
SRL

15 hedge funds and large institutions have $29.6M invested in Scully Royalty in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 15 → 15 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.11% less ownership

Funds ownership: 31.38% → 31.27% (-0.11%)

39% less capital invested

Capital invested by funds: $48.9M → $29.6M (-$19.3M)

86% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 7

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
1
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$18.7K
2
BlackRock
BlackRock
New York
+$8.33K
3
FCMT
Founders Capital Management (Texas)
Texas
+$7.49K

Top Sellers

Rank Fund Capital Flow
1
LAS
Lloyd Advisory Services
Georgia
-$50K
2
Renaissance Technologies
Renaissance Technologies
New York
-$49.9K
3
Morgan Stanley
Morgan Stanley
New York
-$35.1K
4
Deutsche Bank
Deutsche Bank
Germany
-$22K
5
Wells Fargo
Wells Fargo
California
-$7.14K
Name Holding Trade Value Shares
Change 		Change in
Stake
IR
1
IAT Reinsurance
New York
$20.6M – – –
NCM
2
Nantahala Capital Management
Connecticut
$5.68M – – –
Morgan Stanley
3
Morgan Stanley
New York
$1.78M -$35.1K -3,754 -2%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$558K -$4.57K -488 -0.7%
Renaissance Technologies
5
Renaissance Technologies
New York
$494K -$49.9K -5,336 -8%
CCB
6
Cutter & Co Brokerage
Missouri
$169K -$5.62K -600 -3%
YL
7
YCG LLC
Texas
$164K – – –
Wells Fargo
8
Wells Fargo
California
$79K -$7.14K -763 -7%
Northern Trust
9
Northern Trust
Illinois
$38K -$2.26K -241 -5%
FCMT
10
Founders Capital Management (Texas)
Texas
$25K +$7.49K +800 +44%
UBS Group
11
UBS Group
Switzerland
$15K +$18.7K +1,997 New
BlackRock
12
BlackRock
New York
$7K +$8.33K +890 New
TRCT
13
Tower Research Capital (TRC)
New York
$1K -$927 -99 -41%
LFG
14
Larson Financial Group
Missouri
$1K – – –
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8 – – –
LAS
16
Lloyd Advisory Services
Georgia
– -$50K -4,000 Closed
Deutsche Bank
17
Deutsche Bank
Germany
– -$22K -1,819 Closed

SRL Hedge Fund Activity: Q1 2020 in Review

15 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q1 2020, worth a combined $29.6M — down 39% from $48.9M a quarter earlier.

Fund positioning in SRL was balanced in Q1 2020: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 7 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $18.7K. The largest seller was Lloyd Advisory Services, exiting entirely with an estimated $50K sold.

  • 15 institutional investors held Scully Royalty (SRL) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $29.6M of Scully Royalty stock for Q1 2020, down 39% quarter-over-quarter.
  • 2 funds opened new Scully Royalty positions in Q1 2020 and 2 closed out, a net change of 0 holders.
  • The largest Scully Royalty buyer in Q1 2020 was UBS Group, an estimated $18.7K added.
  • The largest Scully Royalty seller in Q1 2020 was Lloyd Advisory Services, an estimated $50K sold.

Based on aggregated 13F filings for Q1 2020.