SBR

Sabine Royalty Trust

111 hedge funds and large institutions have $122M invested in Sabine Royalty Trust in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 16 closing their positions.

Holders
111
Holders Change
-8
Holders Change %
-6.72%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
27
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CMI
26
Clare Market Investments
Texas
$1.23M +$137K +2,025 +13%
Corient Private Wealth
27
Corient Private Wealth
Florida
$1.21M +$2.24K +33 +0.2%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$1.21M -$16.1K -238 -1%
BI
29
Bramshill Investments
Florida
$1.19M -$144K -2,117 -11%
Creative Planning
30
Creative Planning
Kansas
$1.06M -$8.73K -129 -0.8%
UBS Group
31
UBS Group
Switzerland
$1.03M +$95K +1,400 +10%
MWAM
32
Manhattan West Asset Management
California
$1.03M
PA
33
PFG Advisors
Arizona
$1M
TCA
34
Transcend Capital Advisors
New Jersey
$983K
CIA
35
Capital Investment Advisors
Georgia
$953K
MTC
36
McDaniel Terry & Co
Texas
$950K
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$882K
EFS
38
Essex Financial Services
Connecticut
$864K +$96.5K +1,422 +13%
ANTB
39
AMG National Trust Bank
Colorado
$860K
EWA
40
Exencial Wealth Advisors
Oklahoma
$813K
Stifel Financial
41
Stifel Financial
Missouri
$807K -$18.3K -270 -2%
FCG
42
Fielder Capital Group
Tennessee
$796K +$796K +11,733 New
VCA
43
Verdence Capital Advisors
Maryland
$787K
M
44
MOTCO
Texas
$787K
MC
45
Moors & Cabot
Massachusetts
$785K +$40.7K +600 +5%
RWP
46
RWA Wealth Partners
Massachusetts
$693K
HH
47
Hilltop Holdings
Texas
$685K
FSA
48
Franklin Street Advisors
North Carolina
$684K
BF
49
BOK Financial
Oklahoma
$679K
HighTower Advisors
50
HighTower Advisors
Illinois
$678K +$4.67K +69 +0.7%