Hugoton Royalty Trust: Ownership
| Ownership Information |
| Shares Outstanding |
40.00 Mil | | Institutional Ownership (%) | 22.69 | | Top 10 Institutions (%) | 13.20 | | Mutual Fund Ownership (%) | .11 | | 5%/Insider Ownership (%) | 55.00 | | Float (%) | 45.00 |
| Ownership Activity |
| Description | # of Holders | Shares |
| Total Positions |
126 | 9,076,203 | | New Positions | 14 | 0 | | Soldout Positions | 86 | 0 | | Net Position Change | -80 | -2,904,545 | | Buyers | 44 | 2,023,339 | | Sellers | 124 | -4,927,884 |
| advertisement |
|
|
|---|
| Institution Name |
Shs Held |
Shs Chg |
%Chg |
$Chg* |
%Out |
%Port |
Rpt Date |
| Barclays Global Investors, N.A. |
1,114,897 |
207,672 |
22.9 |
7,448,340 |
2.8 |
0.0 |
06-30-09 |
| Banc of America Securities Merrill Lynch |
1,025,029 |
741,957 |
262.1 |
14,265,048 |
2.6 |
0.0 |
09-30-09 |
| Miller/Howard Investments, Inc. |
548,952 |
-985,756 |
-64.2 |
-12,360,148 |
1.4 |
1.1 |
09-30-09 |
| GE Asset Management Inc. |
488,600 |
0 |
0.0 |
1,685,670 |
1.2 |
0.0 |
09-30-09 |
| A. R. Schmeidler & Co., Inc. |
433,510 |
-1,400 |
-0.3 |
1,475,365 |
1.1 |
1.2 |
09-30-09 |
| Klingenstein, Fields & Co., L.L.C. |
417,975 |
-13,100 |
-3.0 |
1,252,588 |
1.0 |
0.3 |
09-30-09 |
| Prospector Partners, LLC |
384,400 |
96,300 |
33.4 |
2,804,188 |
1.0 |
0.6 |
06-30-09 |
| Credit Suisse Securities (USA) LLC |
335,600 |
94,911 |
39.4 |
2,530,233 |
0.8 |
0.0 |
09-30-09 |
| Royce & Associates, LLC |
270,600 |
0 |
0.0 |
933,570 |
0.7 |
0.0 |
09-30-09 |
| Greenhaven Associates, Inc. |
246,000 |
0 |
0.0 |
848,700 |
0.6 |
0.2 |
09-30-09 |
| Lucas Capital Management, L.L.C. |
244,432 |
-23,126 |
-8.6 |
976,633 |
0.6 |
1.8 |
06-30-09 |
| Zimmer Lucas Partners, L.L.C. |
201,340 |
201,340 |
100.0 |
2,911,376 |
0.5 |
0.8 |
06-30-09 |
| Westwood Management Corp. (Texas) |
184,600 |
184,600 |
100.0 |
3,306,186 |
0.5 |
0.0 |
09-30-09 |
| Rock Point Advisors, LLC |
165,880 |
-17,000 |
-9.3 |
326,466 |
0.4 |
2.2 |
09-30-09 |
| California Public Employees' Retirement System |
159,798 |
-96,200 |
-37.6 |
-136,662 |
0.4 |
0.0 |
06-30-09 |
- *Category Headings:
- Shs Held - shares held at report date
- Shs Chg - position change within reporting period
- %Chg - % change
- $Chg - market value of the position change
- %Out - % of shares outstanding
- %Port - % Portfolio
- Rpt Date - report date
Page generated 11/25/2009 12:18 AM Eastern Time