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SBR

Sabine Royalty Trust
SBR

127 hedge funds and large institutions have $130M invested in Sabine Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

3% more capital invested

Capital invested by funds: $126M → $130M (+$4.26M)

0.09% more ownership

Funds ownership: 13.08% → 13.17% (+0.09%)

1% less funds holding

Funds holding: 128 → 127 (-1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $67K

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
39
Reduced
20
Closed
12
Calls
–
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

Rank Fund Capital Flow
1
SCM
SCS Capital Management
Massachusetts
+$2.07M
2
Morgan Stanley
Morgan Stanley
New York
+$2.02M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.92M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$762K

Top Sellers

Rank Fund Capital Flow
1
TI
TrueMark Investments
Illinois
-$5.72M
2
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$2M
3
Raymond James Financial
Raymond James Financial
Florida
-$892K
4
MC
Moors & Cabot
Massachusetts
-$621K
5
Invesco
Invesco
Georgia
-$534K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.22M -$13.7K -205 -1%
Creative Planning
27
Creative Planning
Kansas
$1.16M +$2.06K +31 +0.2%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.11M +$50.7K +761 +5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.1M +$1.09M +16,318 New
Raymond James Financial
30
Raymond James Financial
Florida
$1.1M -$892K -13,394 -45%
Stifel Financial
31
Stifel Financial
Missouri
$1.06M +$17.4K +261 +2%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$1.01M -$104K -1,560 -9%
PA
33
PFG Advisors
Arizona
$998K – – –
TCA
34
Transcend Capital Advisors
New Jersey
$980K – – –
MTC
35
McDaniel Terry & Co
Texas
$948K – – –
SWM
36
Sendero Wealth Management
Texas
$875K – – –
ANTB
37
AMG National Trust Bank
Colorado
$857K – – –
CIA
38
Capital Investment Advisors
Georgia
$841K -$53.3K -800 -6%
RC
39
Rahlfs Capital
Texas
$798K -$4.99K -75 -0.6%
M
40
MOTCO
Texas
$785K – – –
Citadel Advisors
41
Citadel Advisors
Florida
$774K +$762K +11,439 New
Jane Street
42
Jane Street
New York
$772K +$759K +11,404 New
FCG
43
Fielder Capital Group
Tennessee
$770K – – –
RSWM
44
Robertson Stephens Wealth Management
California
$715K +$6.66K +100 +1%
VCA
45
Verdence Capital Advisors
Maryland
$711K – – –
EWA
46
Exencial Wealth Advisors
Oklahoma
$699K – – –
FSA
47
Franklin Street Advisors
North Carolina
$682K – – –
BB
48
Burford Brothers
Texas
$675K – – –
GWM
49
Geneos Wealth Management
Colorado
$674K +$350K +5,257 +111%
EFS
50
Essex Financial Services
Connecticut
$637K -$28.1K -422 -4%
1
2
3 4 5

SBR Hedge Fund Activity: Q1 2025 in Review

127 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q1 2025, worth a combined $130M — up 3.4% from $126M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SBR positions and 12 closed out — a net gain of 1 holder — while 39 added to existing stakes and 20 trimmed.

The largest buyer was SCS Capital Management, opening a new position worth an estimated $2.07M. The largest seller was TrueMark Investments, exiting entirely with an estimated $5.72M sold.

  • 127 institutional investors held Sabine Royalty Trust (SBR) as of Q1 2025, down from 128 in Q4 2024.
  • Funds reported $130M of Sabine Royalty Trust stock for Q1 2025, up 3.4% quarter-over-quarter.
  • 13 funds opened new Sabine Royalty Trust positions in Q1 2025 and 12 closed out, a net change of +1 holder.
  • The largest Sabine Royalty Trust buyer in Q1 2025 was SCS Capital Management, an estimated $2.07M added.
  • The largest Sabine Royalty Trust seller in Q1 2025 was TrueMark Investments, an estimated $5.72M sold.

Based on aggregated 13F filings for Q1 2025.