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SBR

Sabine Royalty Trust

153 hedge funds and large institutions have $197M invested in Sabine Royalty Trust in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

30% more capital invested

Capital invested by funds: $151M → $197M (+$45.9M)

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

7% more funds holding

Funds holding: 143153 (+10)

2.84% more ownership

Funds ownership: 15.15%17.99% (+2.8%)

Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
41
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSCM
26
Greenfield Seitz Capital Management
Texas
$1.74M
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$1.74M -$13.8K -194 -0.8%
UBS Group
28
UBS Group
Switzerland
$1.65M +$289K +4,056 +23%
CMI
29
Clare Market Investments
Texas
$1.64M +$1.56M +21,825 New
BP
30
BWM Planning
Texas
$1.62M
V
31
VeraBank
Texas
$1.49M -$305K -4,272 -18%
Creative Planning
32
Creative Planning
Kansas
$1.34M +$8.2K +115 +0.6%
HF
33
HRT Financial
New York
$1.33M -$199K -2,789 -14%
Lazard Asset Management
34
Lazard Asset Management
New York
$1.3M +$110K +1,542 +10%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.23M -$949K -13,305 -45%
Stifel Financial
36
Stifel Financial
Missouri
$1.16M -$8.56K -120 -0.8%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.12M -$6.49K -91 -0.6%
Raymond James Financial
38
Raymond James Financial
Florida
$1.12M -$37.9K -532 -3%
PA
39
PFG Advisors
Arizona
$1.11M
MC
40
Moors & Cabot
Massachusetts
$1.1M -$8.49K -119 -0.8%
MTC
41
McDaniel Terry & Co
Texas
$1.05M +$499K +7,000 +100%
SWM
42
Sendero Wealth Management
Texas
$974K
ANTB
43
AMG National Trust Bank
Colorado
$953K
CIA
44
Capital Investment Advisors
Georgia
$912K -$3.57K -50 -0.4%
RC
45
Rahlfs Capital
Texas
$901K
BlackRock
46
BlackRock
New York
$875K +$405K +5,678 +96%
M
47
MOTCO
Texas
$874K
Osaic Holdings
48
Osaic Holdings
Arizona
$851K +$9.2K +129 +1%
IFG
49
Independent Financial Group
California
$829K +$71.8K +1,007 +10%
ASN
50
Advisory Services Network
Georgia
$814K +$285 +4 +0%