SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

132 hedge funds and large institutions have $128M invested in Sabine Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
31
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
1
Americana Partners
Texas
$2.47M
2
MNBTD
2
Moody National Bank Trust Division
Texas
$2.35M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.55M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.03M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.74M

Top Sellers

1
Fayez Sarofim & Co
1
Fayez Sarofim & Co
Texas
$8.94M
2
BTI
2
Blue Trust Inc
Georgia
$1.13M
3
HFS
3
Howard Financial Services
Texas
$4.51M
4
HKAM
4
Horizon Kinetics Asset Management
New York
$7.3M
5
Jane Street
5
Jane Street
New York
$285K
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$13M 195,894 +2,443 +1%
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$9.57M 143,555 – –
Fayez Sarofim & Co
3
Fayez Sarofim & Co
Texas
$8.94M 134,038 -91,598 -41%
HKAM
4
Horizon Kinetics Asset Management
New York
$7.3M 109,521 -8,760 -7%
Morgan Stanley
5
Morgan Stanley
New York
$6.03M 90,466 +19,332 +27%
HFS
6
Howard Financial Services
Texas
$4.51M 67,814 -9,619 -12%
Two Sigma Investments
7
Two Sigma Investments
New York
$3.74M 56,130 +13,502 +32%
AP
8
Americana Partners
Texas
$2.47M 37,155 +37,155 New
CCM
9
Chilton Capital Management
Texas
$2.36M 35,523 -5,504 -13%
MNBTD
10
Moody National Bank Trust Division
Texas
$2.35M 35,185 +35,185 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.11M 31,588 +1,872 +6%
SCM
12
SCS Capital Management
Massachusetts
$2.07M 31,115 – –
PFS
13
Prospera Financial Services
Texas
$2.07M 31,059 +1,462 +5%
Bank of America
14
Bank of America
North Carolina
$1.9M 28,496 +3,026 +12%
CMI
15
Clare Market Investments
Texas
$1.84M 27,643 -150 -0.5%
CAL
16
Capital Analysts LLC
Pennsylvania
$1.83M 27,425 +3,830 +16%
Citadel Advisors
17
Citadel Advisors
Florida
$1.74M 26,095 +14,656 +128%
CIA
18
Concurrent Investment Advisors
Florida
$1.69M 25,355 -3,069 -11%
MAA
19
Mraz Amerine & Associates
California
$1.63M 24,525 -250 -1%
V
20
VeraBank
Texas
$1.6M 24,024 – –
Marshall Wace
21
Marshall Wace
United Kingdom
$1.55M 23,172 +23,172 New
LPL Financial
22
LPL Financial
California
$1.53M 22,923 +888 +4%
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$1.49M 22,283 +1,806 +9%
BP
24
BWM Planning
Texas
$1.44M 21,552 – –
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$1.43M 21,405 -1,385 -6%
1
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