Scully Royalty
13 hedge funds and large institutions have $34M invested in Scully Royalty in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 2 closing their positions.
3% more capital invested
Capital invested by funds: $32.9M → $34M (+$1.12M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.16% less ownership
Funds ownership: 29.91% → 29.76% (-0.16%)
13% less funds holding
Funds holding: 15 → 13 (-2)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$73.8K |
| 2 |
Renaissance Technologies
New York
|
-$45.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$28K |
| 4 |
Morgan Stanley
New York
|
-$24.5K |
| 5 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$19.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IR
1
IAT Reinsurance
New York
| $26.3M | – | – | – |
|
|
NCM
2
Nantahala Capital Management
New Canaan,
Connecticut
| $2.44M | -$19.3K | -2,483 | -0.8% |
|
|
3
Morgan Stanley
New York
| $2.08M | -$24.5K | -3,152 | -1% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.93M | +$24.9K | +3,200 | +1% |
|
|
BTI
5
Blue Trust Inc
Alpharetta,
Georgia
| $552K | -$73.8K | -9,500 | -11% |
|
|
6
Renaissance Technologies
New York
| $442K | -$45.1K | -5,800 | -9% |
|
7
Wells Fargo
San Francisco,
California
| $173K | -$11.4K | -1,470 | -6% |
|
|
FCMT
8
Founders Capital Management (Texas)
Houston,
Texas
| $9K | – | – | – |
|
|
LFG
9
Larson Financial Group
St Louis,
Missouri
| $1.74K | – | – | – |
|
|
PP
10
PFS Partners
Mine Hill,
New Jersey
| $448 | – | – | – |
|
|
CA
11
Crewe Advisors
Salt Lake City,
Utah
| $23 | – | – | – |
|
|
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $8 | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$28K | -3,783 | Closed |
|
|
RVM
14
Robinson Value Management
San Antonio,
Texas
| – | -$4K | -503 | Closed |
|
SRL Hedge Fund Activity: Q4 2022 in Review
13 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q4 2022, worth a combined $34M — up 3.4% from $32.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SRL and 0 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 1 added.
The largest buyer was Royal Bank of Canada, adding an estimated $24.9K. The largest seller was Blue Trust Inc, cutting an estimated $73.8K.
- 13 institutional investors held Scully Royalty (SRL) as of Q4 2022, down from 15 in Q3 2022.
- Funds reported $34M of Scully Royalty stock for Q4 2022, up 3.4% quarter-over-quarter.
- 0 funds opened new Scully Royalty positions in Q4 2022 and 2 closed out, a net change of -2 holders.
- The largest Scully Royalty buyer in Q4 2022 was Royal Bank of Canada, an estimated $24.9K added.
- The largest Scully Royalty seller in Q4 2022 was Blue Trust Inc, an estimated $73.8K sold.
Based on aggregated 13F filings for Q4 2022.