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Scully Royalty
SRL

17 hedge funds and large institutions have $29.8M invested in Scully Royalty in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

31% more funds holding

Funds holding: 13 → 17 (+4)

0.14% more ownership

Funds ownership: 29.76% → 29.9% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less capital invested

Capital invested by funds: $34M → $29.8M (-$4.21M)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
2
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$119K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$89.3K
3
UBS Group
UBS Group
Switzerland
+$38.7K
4
Renaissance Technologies
Renaissance Technologies
New York
+$774
5
TRCT
Tower Research Capital (TRC)
New York
+$774

Top Sellers

Rank Fund Capital Flow
1
NCM
Nantahala Capital Management
Connecticut
-$42.5K
2
Morgan Stanley
Morgan Stanley
New York
-$37.9K
3
Wells Fargo
Wells Fargo
California
-$8
Name Holding Trade Value Shares
Change 		Change in
Stake
IR
1
IAT Reinsurance
New York
$22.9M – – –
NCM
2
Nantahala Capital Management
Connecticut
$2.08M -$42.5K -5,488 -2%
Morgan Stanley
3
Morgan Stanley
New York
$1.78M -$37.9K -4,894 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.75M +$89.3K +11,550 +5%
BTI
5
Blue Trust Inc
Georgia
$575K – – –
Renaissance Technologies
6
Renaissance Technologies
New York
$385K +$774 +100 +0.2%
Wells Fargo
7
Wells Fargo
California
$151K -$8 -1 -0%
Citadel Advisors
8
Citadel Advisors
Florida
$103K +$119K +15,422 New
UBS Group
9
UBS Group
Switzerland
$33.5K +$38.7K +4,997 New
FCMT
10
Founders Capital Management (Texas)
Texas
$8K – – –
LFG
11
Larson Financial Group
Missouri
$1.51K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$1K +$774 +100 New
PP
13
PFS Partners
New Jersey
$389 – – –
RI
14
Ridgewood Investments
New Jersey
$34 +$39 +5 New
CA
15
Crewe Advisors
Utah
$21 – – –
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7 – – –
Simplex Trading
17
Simplex Trading
Illinois
– +$170 +22 New

SRL Hedge Fund Activity: Q1 2023 in Review

17 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q1 2023, worth a combined $29.8M — down 12% from $34M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SRL positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $119K. The largest seller was Nantahala Capital Management, cutting an estimated $42.5K.

  • 17 institutional investors held Scully Royalty (SRL) as of Q1 2023, up from 13 in Q4 2022.
  • Funds reported $29.8M of Scully Royalty stock for Q1 2023, down 12% quarter-over-quarter.
  • 5 funds opened new Scully Royalty positions in Q1 2023 and 1 closed out, a net change of +4 holders.
  • The largest Scully Royalty buyer in Q1 2023 was Citadel Advisors, an estimated $119K added.
  • The largest Scully Royalty seller in Q1 2023 was Nantahala Capital Management, an estimated $42.5K sold.

Based on aggregated 13F filings for Q1 2023.