SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

123 hedge funds and large institutions have $172M invested in Sabine Royalty Trust in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
123
Holders Change
+16
Holders Change %
+14.95%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
32
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$11.2M
2
BI
2
Bramshill Investments
Florida
$1.86M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$26.2M
4
HKAM
4
Horizon Kinetics Asset Management
New York
$1.59M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$628K

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$1.36M
2
CAL
2
Capital Analysts LLC
Pennsylvania
$2.17M
3
GIM
3
Greylin Investment Management
Virginia
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$1.42M
5
UBS Group
5
UBS Group
Switzerland
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
26
Horizon Kinetics Asset Management
New York
$1.59M 18,638 +8,791 +89%
LPL Financial
27
LPL Financial
California
$1.53M 17,874 +1,342 +8%
UCFA
28
United Capital Financial Advisors
Texas
$1.42M 16,653 -4,990 -23%
Citadel Advisors
29
Citadel Advisors
Florida
$1.39M 16,317 -1,429 -8%
OA
30
Oxbow Advisors
Texas
$1.36M 15,939 -11,080 -41%
Creative Planning
31
Creative Planning
Kansas
$1.34M 15,709 – –
MWAM
32
Manhattan West Asset Management
California
$1.3M 15,262 – –
CIA
33
Capital Investment Advisors
Georgia
$1.26M 14,745 – –
UBS Group
34
UBS Group
Switzerland
$1.24M 14,522 -3,983 -22%
MTC
35
McDaniel Terry & Co
Texas
$1.2M 14,000 – –
PFS
36
Prospera Financial Services
Texas
$1.19M 13,978 – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.19M 13,917 – –
CMI
38
Clare Market Investments
Texas
$1.18M 13,768 +500 +4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.13M 13,212 – –
ANTB
40
AMG National Trust Bank
Colorado
$1.08M 12,680 – –
EWA
41
Exencial Wealth Advisors
Oklahoma
$1.02M 12,007 – –
VCA
42
Verdence Capital Advisors
Maryland
$991K 11,600 -479 -4%
M
43
MOTCO
Texas
$991K 11,600 – –
Ameriprise
44
Ameriprise
Minnesota
$942K 11,027 +408 +4%
Stifel Financial
45
Stifel Financial
Missouri
$899K 10,519 +202 +2%
RWP
46
RWA Wealth Partners
Massachusetts
$891K 10,209 – –
GCP
47
GSA Capital Partners
United Kingdom
$883K 10,333 +6,326 +158%
HighTower Advisors
48
HighTower Advisors
Illinois
$878K 10,276 +1,576 +18%
HH
49
Hilltop Holdings
Texas
$863K 10,100 – –
FSA
50
Franklin Street Advisors
North Carolina
$861K 10,081 – –
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