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 %
MC
26
Moors & Cabot
Massachusetts
$1.24M 18,542 -299 -2%
Creative Planning
27
Creative Planning
Kansas
$1.13M 17,070 -100 -0.6%
BTI
28
Blue Trust Inc
Georgia
$1.13M 17,009 -11,833 -41%
Wells Fargo
29
Wells Fargo
California
$1.11M 16,710 -4,101 -20%
Raymond James Financial
30
Raymond James Financial
Florida
$1.07M 16,032 -194 -1%
Stifel Financial
31
Stifel Financial
Missouri
$1.05M 15,673 +21 +0.1%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.04M 16,058 -384 -2%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$990K 14,883 – –
PA
34
PFG Advisors
Arizona
$987K 14,846 +50 +0.3%
TCA
35
Transcend Capital Advisors
New Jersey
$966K 14,480 – –
UBS Group
36
UBS Group
Switzerland
$936K 14,037 -4,005 -22%
MTC
37
McDaniel Terry & Co
Texas
$934K 14,000 – –
CAM
38
Cresset Asset Management
Illinois
$867K 13,005 +13,005 New
SWM
39
Sendero Wealth Management
Texas
$862K 12,927 – –
UIC
40
Uniplan Investment Counsel
Wisconsin
$857K 12,859 +12,859 New
ANTB
41
AMG National Trust Bank
Colorado
$844K 12,680 – –
CIA
42
Capital Investment Advisors
Georgia
$841K 12,653 +193 +2%
RC
43
Rahlfs Capital
Texas
$798K 11,985 +175 +1%
M
44
MOTCO
Texas
$769K 11,600 – –
FCG
45
Fielder Capital Group
Tennessee
$759K 11,377 – –
Two Sigma Advisers
46
Two Sigma Advisers
New York
$720K 10,800 +3,154 +41%
ASN
47
Advisory Services Network
Georgia
$716K 10,796 +7,708 +250%
RSWM
48
Robertson Stephens Wealth Management
California
$704K 10,600 – –
VCA
49
Verdence Capital Advisors
Maryland
$700K 10,500 – –
EWA
50
Exencial Wealth Advisors
Oklahoma
$688K 10,357 – –
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