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SBR

Sabine Royalty Trust
SBR

128 hedge funds and large institutions have $126M invested in Sabine Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $115M → $126M (+$10.4M)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0.3% more ownership

Funds ownership: 12.78% → 13.08% (+0.3%)

1% less funds holding

Funds holding: 129 → 128 (-1)

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
34
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$8.78M
2
TI
TrueMark Investments
Illinois
+$4.68M
3
SWM
Sendero Wealth Management
Texas
+$811K
4
HFS
Howard Financial Services
Texas
+$617K
5
HKAM
Horizon Kinetics Asset Management
New York
+$599K

Top Sellers

Rank Fund Capital Flow
1
ANBT
American National Bank & Trust
Texas
-$2.21M
2
ECG
Edge Capital Group
Georgia
-$1.85M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.52M
4
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$1.26M
5
Morgan Stanley
Morgan Stanley
New York
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$1.23M -$511K -8,145 -30%
UBS Group
27
UBS Group
Switzerland
$1.18M +$81.1K +1,292 +8%
Creative Planning
28
Creative Planning
Kansas
$1.11M +$89.1K +1,420 +9%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.07M -$56.1K -894 -5%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.02M -$194K -3,088 -16%
Stifel Financial
31
Stifel Financial
Missouri
$998K +$16.9K +269 +2%
PA
32
PFG Advisors
Arizona
$959K – – –
TCA
33
Transcend Capital Advisors
New Jersey
$938K – – –
MTC
34
McDaniel Terry & Co
Texas
$907K – – –
Two Sigma Investments
35
Two Sigma Investments
New York
$895K -$1.01M -16,075 -54%
CIA
36
Capital Investment Advisors
Georgia
$859K -$6.28K -100 -0.7%
SWM
37
Sendero Wealth Management
Texas
$838K +$811K +12,927 New
ANTB
38
AMG National Trust Bank
Colorado
$822K – – –
RC
39
Rahlfs Capital
Texas
$770K +$746K +11,885 New
M
40
MOTCO
Texas
$752K – – –
FCG
41
Fielder Capital Group
Tennessee
$737K – – –
VCA
42
Verdence Capital Advisors
Maryland
$681K -$31.4K -500 -5%
RSWM
43
Robertson Stephens Wealth Management
California
$681K – – –
EWA
44
Exencial Wealth Advisors
Oklahoma
$671K -$104K -1,650 -14%
RWP
45
RWA Wealth Partners
Massachusetts
$666K +$1.13K +18 +0.2%
FSA
46
Franklin Street Advisors
North Carolina
$653K – – –
BB
47
Burford Brothers
Texas
$648K – – –
EFS
48
Essex Financial Services
Connecticut
$638K -$7.03K -112 -1%
Brown Advisory
49
Brown Advisory
Maryland
$609K – – –
CIC
50
Chilton Investment Company
Connecticut
$588K – – –
1
2
3 4 5

SBR Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q4 2024, worth a combined $126M — up 9.1% from $115M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SBR positions and 12 closed out — a net gain of 2 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Beacon Pointe Advisors, adding an estimated $8.78M. The largest seller was American National Bank & Trust, cutting an estimated $2.21M.

  • 128 institutional investors held Sabine Royalty Trust (SBR) as of Q4 2024, down from 129 in Q3 2024.
  • Funds reported $126M of Sabine Royalty Trust stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 14 funds opened new Sabine Royalty Trust positions in Q4 2024 and 12 closed out, a net change of +2 holders.
  • The largest Sabine Royalty Trust buyer in Q4 2024 was Beacon Pointe Advisors, an estimated $8.78M added.
  • The largest Sabine Royalty Trust seller in Q4 2024 was American National Bank & Trust, an estimated $2.21M sold.

Based on aggregated 13F filings for Q4 2024.