Scully Royalty
14 hedge funds and large institutions have $28.2M invested in Scully Royalty in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more funds holding
Funds holding: 12 → 14 (+2)
13% more capital invested
Capital invested by funds: $25M → $28.2M (+$3.2M)
1.57% more ownership
Funds ownership: 29.65% → 31.22% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.27M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$127K |
| 3 |
Belvedere Trading
Chicago,
Illinois
|
+$79.7K |
| 4 |
Group One Trading
Chicago,
Illinois
|
+$7.47K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$285K |
| 2 |
Renaissance Technologies
New York
|
-$12.3K |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$6 |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IR
1
IAT Reinsurance
New York
| $20.8M | – | – | – |
|
|
2
Morgan Stanley
New York
| $3.06M | +$1.27M | +248,392 | +98% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.81M | +$127K | +24,808 | +9% |
|
|
NCM
4
Nantahala Capital Management
New Canaan,
Connecticut
| $1.48M | -$285K | -55,770 | -19% |
|
|
BTI
5
Blue Trust Inc
Alpharetta,
Georgia
| $411K | – | – | – |
|
|
6
Renaissance Technologies
New York
| $336K | -$12.3K | -2,400 | -4% |
|
|
7
Wells Fargo
San Francisco,
California
| $137K | -$5 | -1 | -0% |
|
|
8
Belvedere Trading
Chicago,
Illinois
| $95.1K | +$79.7K | +15,584 | New |
|
|
9
Group One Trading
Chicago,
Illinois
| $8.91K | +$7.47K | +1,460 | New |
|
|
FCMT
10
Founders Capital Management (Texas)
Houston,
Texas
| $7.18K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $1.83K | +$1.53K | +300 | New |
|
|
LFG
12
Larson Financial Group
St Louis,
Missouri
| $1.38K | – | – | – |
|
|
PP
13
PFS Partners
Mine Hill,
New Jersey
| $354 | – | – | – |
|
|
CA
14
Crewe Advisors
Salt Lake City,
Utah
| $19 | – | – | – |
|
|
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$6 | -1 | Closed |
|
SRL Hedge Fund Activity: Q4 2023 in Review
14 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q4 2023, worth a combined $28.2M — up 13% from $25M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SRL positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.27M. The largest seller was Nantahala Capital Management, cutting an estimated $285K.
- 14 institutional investors held Scully Royalty (SRL) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $28.2M of Scully Royalty stock for Q4 2023, up 13% quarter-over-quarter.
- 3 funds opened new Scully Royalty positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Scully Royalty buyer in Q4 2023 was Morgan Stanley, an estimated $1.27M added.
- The largest Scully Royalty seller in Q4 2023 was Nantahala Capital Management, an estimated $285K sold.
Based on aggregated 13F filings for Q4 2023.