We are live on ! Find out more
TPL icon

Texas Pacific Land

179 hedge funds and large institutions have $2.66B invested in Texas Pacific Land in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $2.16B → $2.66B (+$503M)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

14% more funds holding

Funds holding: 157179 (+22)

1.18% less ownership

Funds ownership: 357.23%356.04% (-1.2%)

27% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 55

Holders
179
Holders Change
+22
Holders Change %
+14.01%
% of All Funds
4.09%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
31
Increased
40
Reduced
55
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HK
1
Horizon Kinetics
New York
$1.58B +$807K +9,072 +0.1%
First Manhattan
2
First Manhattan
New York
$136M
UBS Group
3
UBS Group
Switzerland
$131M -$3M -33,714 -2%
HCM
4
Hodges Capital Management
Texas
$88.3M -$3.85M -43,236 -4%
PHAM
5
Pacific Heights Asset Management
California
$69M -$12M -135,000 -16%
MRI
6
Mad River Investors
Massachusetts
$49.8M -$96.1K -1,080 -0.2%
LKIM
7
Lawson Kroeker Investment Management
Nebraska
$42.4M -$2.16M -24,300 -5%
Fidelity International
8
Fidelity International
Bermuda
$33M +$7.54M +84,780 +33%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$32.1M -$851K -9,567 -3%
SIC
10
Schwartz Investment Counsel
Michigan
$30.5M -$400K -4,500 -1%
Morgan Stanley
11
Morgan Stanley
New York
$25.2M -$5.05M -56,709 -18%
PC
12
Polar Capital
United Kingdom
$24.7M +$22.9M +257,832 New
FDS
13
First Dallas Securities
Texas
$20.7M -$849K -9,540 -4%
Wells Fargo
14
Wells Fargo
California
$18.7M -$39.2K -441 -0.2%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$15.6M -$1.68M -18,900 -10%
SMP
16
Santa Monica Partners
Florida
$15.3M
MC
17
Moors & Cabot
Massachusetts
$15M +$2M +22,491 +17%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$14.9M +$1.43M +16,119 +12%
Vanguard Group
19
Vanguard Group
Pennsylvania
$14.8M +$252K +2,835 +2%
WEC
20
White Elm Capital
Connecticut
$12.5M +$4.38M +49,203 +61%
LIM
21
Lagoda Investment Management
New York
$12.4M +$229K +2,574 +2%
US Bancorp
22
US Bancorp
Minnesota
$12M -$1.84M -20,700 -14%
SGAM
23
Steinberg Global Asset Management
Florida
$11.3M +$69.7K +783 +0.7%
Swiss National Bank
24
Swiss National Bank
Switzerland
$9.5M
FM
25
Family Management
New York
$9.17M

TPL Hedge Fund Activity: Q3 2018 in Review

179 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Texas Pacific Land (TPL) for Q3 2018, worth a combined $2.66B — up 23% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TPL positions and 8 closed out — a net gain of 23 holders — while 40 added to existing stakes and 55 trimmed.

The largest buyer was Polar Capital, opening a new position worth an estimated $22.9M. The largest seller was Pacific Heights Asset Management, cutting an estimated $12M.

  • 179 institutional investors held Texas Pacific Land (TPL) as of Q3 2018, up from 157 in Q2 2018.
  • Funds reported $2.66B of Texas Pacific Land stock for Q3 2018, up 23% quarter-over-quarter.
  • 31 funds opened new Texas Pacific Land positions in Q3 2018 and 8 closed out, a net change of +23 holders.
  • The largest Texas Pacific Land buyer in Q3 2018 was Polar Capital, an estimated $22.9M added.
  • The largest Texas Pacific Land seller in Q3 2018 was Pacific Heights Asset Management, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2018.