Scully Royalty
12 hedge funds and large institutions have $34M invested in Scully Royalty in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
12% more capital invested
Capital invested by funds: $30.4M → $34M (+$3.57M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.19% less ownership
Funds ownership: 28.9% → 28.71% (-0.19%)
20% less funds holding
Funds holding: 15 → 12 (-3)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$42.1K |
| 2 |
Morgan Stanley
New York
|
+$15.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$167K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$52.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$42.8K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.03K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IR
1
IAT Reinsurance
New York
| $27.3M | – | – | – |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.05M | -$52.6K | -6,870 | -3% |
|
|
NCM
3
Nantahala Capital Management
New Canaan,
Connecticut
| $1.91M | – | – | – |
|
|
4
Morgan Stanley
New York
| $1.66M | +$15.9K | +2,080 | +1% |
|
|
5
Renaissance Technologies
New York
| $480K | +$42.1K | +5,500 | +10% |
|
|
BTI
6
Blue Trust Inc
Alpharetta,
Georgia
| $361K | -$167K | -21,880 | -30% |
|
7
Wells Fargo
San Francisco,
California
| $180K | – | – | – |
|
|
FCMT
8
Founders Capital Management (Texas)
Houston,
Texas
| $9.42K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $2.86K | -$42.8K | -5,598 | -94% |
|
|
LFG
10
Larson Financial Group
St Louis,
Missouri
| $1.81K | – | – | – |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $520 | – | – | – |
|
|
PP
12
PFS Partners
Mine Hill,
New Jersey
| $464 | – | – | – |
|
|
13
Simplex Trading
Chicago,
Illinois
| – | -$7K | -1,016 | Closed |
|
|
14
Bank of America
Charlotte,
North Carolina
| – | -$3.03K | -426 | Closed |
|
|
RI
15
Ridgewood Investments
Springfield,
New Jersey
| – | -$36 | -5 | Closed |
|
SRL Hedge Fund Activity: Q3 2024 in Review
12 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q3 2024, worth a combined $34M — up 12% from $30.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SRL and 0 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Renaissance Technologies, adding an estimated $42.1K. The largest seller was Blue Trust Inc, cutting an estimated $167K.
- 12 institutional investors held Scully Royalty (SRL) as of Q3 2024, down from 15 in Q2 2024.
- Funds reported $34M of Scully Royalty stock for Q3 2024, up 12% quarter-over-quarter.
- 0 funds opened new Scully Royalty positions in Q3 2024 and 3 closed out, a net change of -3 holders.
- The largest Scully Royalty buyer in Q3 2024 was Renaissance Technologies, an estimated $42.1K added.
- The largest Scully Royalty seller in Q3 2024 was Blue Trust Inc, an estimated $167K sold.
Based on aggregated 13F filings for Q3 2024.