Scully Royalty
13 hedge funds and large institutions have $39.6M invested in Scully Royalty in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
16% more capital invested
Capital invested by funds: $34M → $39.6M (+$5.61M)
8% more funds holding
Funds holding: 12 → 13 (+1)
0.18% more ownership
Funds ownership: 28.71% → 28.89% (+0.18%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$985K |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$171K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$39.6K |
| 4 |
Morgan Stanley
New York
|
+$15.7K |
| 5 |
Renaissance Technologies
New York
|
+$5.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$555K |
| 2 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$361K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$76.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IR
1
IAT Reinsurance
New York
| $31.6M | – | – | – |
|
|
NCM
2
Nantahala Capital Management
New Canaan,
Connecticut
| $3.41M | +$985K | +129,399 | +54% |
|
|
3
Morgan Stanley
New York
| $1.93M | +$15.7K | +2,068 | +1% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.7M | -$555K | -72,863 | -28% |
|
|
5
Renaissance Technologies
New York
| $562K | +$5.33K | +700 | +1% |
|
|
SW
6
SVB Wealth
Boston,
Massachusetts
| $208K | +$171K | +22,455 | New |
|
|
7
Wells Fargo
San Francisco,
California
| $115K | -$76.1K | -10,000 | -44% |
|
|
8
UBS Group
Zurich,
Switzerland
| $51.4K | +$39.6K | +5,199 | +1,452% |
|
|
FCMT
9
Founders Capital Management (Texas)
Houston,
Texas
| $10.9K | – | – | – |
|
|
LFG
10
Larson Financial Group
St Louis,
Missouri
| $2.09K | – | – | – |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $601 | – | – | – |
|
|
PP
12
PFS Partners
Mine Hill,
New Jersey
| $537 | – | – | – |
|
|
SS
13
SBI Securities
Tokyo,
Japan
| $46 | +$38 | +5 | New |
|
|
BTI
14
Blue Trust Inc
Alpharetta,
Georgia
| – | -$361K | -50,757 | Closed |
|
SRL Hedge Fund Activity: Q4 2024 in Review
13 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q4 2024, worth a combined $39.6M — up 16% from $34M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SRL positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Nantahala Capital Management, adding an estimated $985K. The largest seller was Royal Bank of Canada, cutting an estimated $555K.
- 13 institutional investors held Scully Royalty (SRL) as of Q4 2024, up from 12 in Q3 2024.
- Funds reported $39.6M of Scully Royalty stock for Q4 2024, up 16% quarter-over-quarter.
- 2 funds opened new Scully Royalty positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest Scully Royalty buyer in Q4 2024 was Nantahala Capital Management, an estimated $985K added.
- The largest Scully Royalty seller in Q4 2024 was Royal Bank of Canada, an estimated $555K sold.
Based on aggregated 13F filings for Q4 2024.