SBR

Sabine Royalty Trust

124 hedge funds and large institutions have $128M invested in Sabine Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
37
Reduced
20
Closed
10
Calls
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$1.16M +$2.09K +31 +0.2%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.11M +$51.5K +761 +5%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.1M +$1.1M +16,318 New
Raymond James Financial
29
Raymond James Financial
Florida
$1.1M -$907K -13,394 -45%
Stifel Financial
30
Stifel Financial
Missouri
$1.06M +$17.7K +261 +2%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.01M -$105K -1,560 -9%
PA
32
PFG Advisors
Arizona
$998K
TCA
33
Transcend Capital Advisors
New Jersey
$980K
MTC
34
McDaniel Terry & Co
Texas
$948K
SWM
35
Sendero Wealth Management
Texas
$875K
ANTB
36
AMG National Trust Bank
Colorado
$857K
CIA
37
Capital Investment Advisors
Georgia
$841K -$54K -800 -6%
RC
38
Rahlfs Capital
Texas
$798K -$5.07K -75 -0.6%
M
39
MOTCO
Texas
$785K
Citadel Advisors
40
Citadel Advisors
Florida
$774K +$774K +11,439 New
Jane Street
41
Jane Street
New York
$772K +$772K +11,404 New
FCG
42
Fielder Capital Group
Tennessee
$770K
RSWM
43
Robertson Stephens Wealth Management
California
$715K +$6.75K +100 +1%
VCA
44
Verdence Capital Advisors
Maryland
$711K
EWA
45
Exencial Wealth Advisors
Oklahoma
$699K
FSA
46
Franklin Street Advisors
North Carolina
$682K
BB
47
Burford Brothers
Texas
$675K
GWM
48
Geneos Wealth Management
Colorado
$674K +$355K +5,257 +111%
EFS
49
Essex Financial Services
Connecticut
$637K -$28.6K -422 -4%
Brown Advisory
50
Brown Advisory
Maryland
$636K