SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

124 hedge funds and large institutions have $123M invested in Sabine Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
32
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$12.2M
2
TI
2
TrueMark Investments
Illinois
$5.72M
3
SWM
3
Sendero Wealth Management
Texas
$838K
4
HFS
4
Howard Financial Services
Texas
$5.01M
5
HKAM
5
Horizon Kinetics Asset Management
New York
$7.12M

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$2.02M
2
ANBT
2
American National Bank & Trust
Texas
$96.1K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$0
4
Fayez Sarofim & Co
4
Fayez Sarofim & Co
Texas
$16.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.18M +$83.7K +1,292 +8%
Creative Planning
27
Creative Planning
Kansas
$1.11M +$92K +1,420 +9%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$1.07M -$57.9K -894 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.02M -$200K -3,088 -16%
Stifel Financial
30
Stifel Financial
Missouri
$998K +$17.4K +269 +2%
PA
31
PFG Advisors
Arizona
$959K – – –
TCA
32
Transcend Capital Advisors
New Jersey
$938K – – –
MTC
33
McDaniel Terry & Co
Texas
$907K – – –
Two Sigma Investments
34
Two Sigma Investments
New York
$895K -$1.04M -16,075 -54%
CIA
35
Capital Investment Advisors
Georgia
$859K -$6.48K -100 -0.7%
SWM
36
Sendero Wealth Management
Texas
$838K +$838K +12,927 New
ANTB
37
AMG National Trust Bank
Colorado
$822K – – –
RC
38
Rahlfs Capital
Texas
$770K +$770K +11,885 New
M
39
MOTCO
Texas
$752K – – –
FCG
40
Fielder Capital Group
Tennessee
$737K – – –
VCA
41
Verdence Capital Advisors
Maryland
$681K -$32.4K -500 -5%
RSWM
42
Robertson Stephens Wealth Management
California
$681K – – –
EWA
43
Exencial Wealth Advisors
Oklahoma
$671K -$107K -1,650 -14%
RWP
44
RWA Wealth Partners
Massachusetts
$666K +$1.17K +18 +0.2%
FSA
45
Franklin Street Advisors
North Carolina
$653K – – –
BB
46
Burford Brothers
Texas
$648K – – –
EFS
47
Essex Financial Services
Connecticut
$638K -$7.26K -112 -1%
Brown Advisory
48
Brown Advisory
Maryland
$609K – – –
CIC
49
Chilton Investment Company
Connecticut
$588K – – –
Invesco
50
Invesco
Georgia
$534K -$2.59K -40 -0.5%
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