Scully Royalty
12 hedge funds and large institutions have $25M invested in Scully Royalty in 2023 Q3 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.07% less ownership
Funds ownership: 29.73% → 29.65% (-0.07%)
20% less funds holding
Funds holding: 15 → 12 (-3)
22% less capital invested
Capital invested by funds: $32M → $25M (-$7.04M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$33.7K |
| 2 |
Morgan Stanley
New York
|
-$24.5K |
| 3 |
Renaissance Technologies
New York
|
-$23.8K |
| 4 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$12.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IR
1
IAT Reinsurance
New York
| $19.3M | – | – | – |
|
|
NCM
2
Nantahala Capital Management
New Canaan,
Connecticut
| $1.69M | -$33.7K | -5,245 | -2% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.54M | +$28K | +4,350 | +2% |
|
|
4
Morgan Stanley
New York
| $1.43M | -$24.5K | -3,811 | -1% |
|
|
BTI
5
Blue Trust Inc
Alpharetta,
Georgia
| $529K | -$12.9K | -2,000 | -3% |
|
|
6
Renaissance Technologies
New York
| $326K | -$23.8K | -3,700 | -6% |
|
7
Wells Fargo
San Francisco,
California
| $127K | – | – | – |
|
|
FCMT
8
Founders Capital Management (Texas)
Houston,
Texas
| $6.66K | – | – | – |
|
|
LFG
9
Larson Financial Group
St Louis,
Missouri
| $1.28K | – | – | – |
|
|
PP
10
PFS Partners
Mine Hill,
New Jersey
| $329 | – | – | – |
|
|
CA
11
Crewe Advisors
Salt Lake City,
Utah
| $17 | – | – | – |
|
|
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $6 | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$3.15K | -433 | Closed |
|
14
Simplex Trading
Chicago,
Illinois
| – | -$1.18K | -183 | Closed |
|
|
RI
15
Ridgewood Investments
Springfield,
New Jersey
| – | -$37 | -5 | Closed |
|
SRL Hedge Fund Activity: Q3 2023 in Review
12 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q3 2023, worth a combined $25M — down 22% from $32M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SRL and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 1 added.
The largest buyer was Royal Bank of Canada, adding an estimated $28K. The largest seller was Nantahala Capital Management, cutting an estimated $33.7K.
- 12 institutional investors held Scully Royalty (SRL) as of Q3 2023, down from 15 in Q2 2023.
- Funds reported $25M of Scully Royalty stock for Q3 2023, down 22% quarter-over-quarter.
- 0 funds opened new Scully Royalty positions in Q3 2023 and 3 closed out, a net change of -3 holders.
- The largest Scully Royalty buyer in Q3 2023 was Royal Bank of Canada, an estimated $28K added.
- The largest Scully Royalty seller in Q3 2023 was Nantahala Capital Management, an estimated $33.7K sold.
Based on aggregated 13F filings for Q3 2023.