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SBR

Sabine Royalty Trust
SBR

136 hedge funds and large institutions have $132M invested in Sabine Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

7% more funds holding

Funds holding: 127 → 136 (+9)

1% more capital invested

Capital invested by funds: $130M → $132M (+$1.74M)

0.37% more ownership

Funds ownership: 13.17% → 13.55% (+0.37%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
33
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AP
Americana Partners
Texas
+$2.44M
2
MNBTD
Moody National Bank Trust Division
Texas
+$2.31M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.52M
4
Morgan Stanley
Morgan Stanley
New York
+$1.27M
5
Citadel Advisors
Citadel Advisors
Florida
+$963K

Top Sellers

Rank Fund Capital Flow
1
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$6.02M
2
BTI
Blue Trust Inc
Georgia
-$777K
3
HFS
Howard Financial Services
Texas
-$632K
4
HKAM
Horizon Kinetics Asset Management
New York
-$576K
5
Jane Street
Jane Street
New York
-$468K
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
26
BWM Planning
Texas
$1.44M – – –
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$1.43M -$91K -1,385 -6%
MC
28
Moors & Cabot
Massachusetts
$1.24M -$19.6K -299 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.18M +$87.1K +1,326 +8%
Creative Planning
30
Creative Planning
Kansas
$1.13M -$6.57K -100 -0.6%
BTI
31
Blue Trust Inc
Georgia
$1.13M -$777K -11,833 -41%
Wells Fargo
32
Wells Fargo
California
$1.11M -$269K -4,101 -20%
Raymond James Financial
33
Raymond James Financial
Florida
$1.07M -$12.7K -194 -1%
Stifel Financial
34
Stifel Financial
Missouri
$1.05M +$1.38K +21 +0.1%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$990K – – –
PA
36
PFG Advisors
Arizona
$987K +$3.29K +50 +0.3%
TCA
37
Transcend Capital Advisors
New Jersey
$966K – – –
UBS Group
38
UBS Group
Switzerland
$936K -$263K -4,005 -22%
MTC
39
McDaniel Terry & Co
Texas
$934K – – –
CAM
40
Cresset Asset Management
Illinois
$867K +$854K +13,005 New
SWM
41
Sendero Wealth Management
Texas
$862K – – –
UIC
42
Uniplan Investment Counsel
Wisconsin
$857K +$845K +12,859 New
ANTB
43
AMG National Trust Bank
Colorado
$844K – – –
CIA
44
Capital Investment Advisors
Georgia
$841K +$12.7K +193 +2%
RC
45
Rahlfs Capital
Texas
$798K +$11.5K +175 +1%
M
46
MOTCO
Texas
$769K – – –
FCG
47
Fielder Capital Group
Tennessee
$759K – – –
Two Sigma Advisers
48
Two Sigma Advisers
New York
$720K +$207K +3,154 +41%
ASN
49
Advisory Services Network
Georgia
$716K +$506K +7,708 +250%
RSWM
50
Robertson Stephens Wealth Management
California
$704K – – –
1
2
3 4 5

SBR Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q2 2025, worth a combined $132M — up 1.3% from $130M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SBR positions and 6 closed out — a net gain of 9 holders — while 33 added to existing stakes and 34 trimmed.

The largest buyer was Americana Partners, opening a new position worth an estimated $2.44M. The largest seller was Fayez Sarofim & Co, cutting an estimated $6.02M.

  • 136 institutional investors held Sabine Royalty Trust (SBR) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $132M of Sabine Royalty Trust stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 15 funds opened new Sabine Royalty Trust positions in Q2 2025 and 6 closed out, a net change of +9 holders.
  • The largest Sabine Royalty Trust buyer in Q2 2025 was Americana Partners, an estimated $2.44M added.
  • The largest Sabine Royalty Trust seller in Q2 2025 was Fayez Sarofim & Co, an estimated $6.02M sold.

Based on aggregated 13F filings for Q2 2025.