SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

132 hedge funds and large institutions have $128M invested in Sabine Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
31
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
1
Americana Partners
Texas
$2.47M
2
MNBTD
2
Moody National Bank Trust Division
Texas
$2.35M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.55M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.03M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.74M

Top Sellers

1
Fayez Sarofim & Co
1
Fayez Sarofim & Co
Texas
$8.94M
2
BTI
2
Blue Trust Inc
Georgia
$1.13M
3
HFS
3
Howard Financial Services
Texas
$4.51M
4
HKAM
4
Horizon Kinetics Asset Management
New York
$7.3M
5
Jane Street
5
Jane Street
New York
$285K
Name Market Value Shares Shares
Change 		Shares
Change %
BB
51
Burford Brothers
Texas
$674K 10,142 +142 +1%
FSA
52
Franklin Street Advisors
North Carolina
$672K 10,081 – –
SOW
53
State of Wyoming
Wyoming
$620K 9,300 +340 +4%
RWP
54
RWA Wealth Partners
Massachusetts
$613K 9,197 -165 -2%
EFS
55
Essex Financial Services
Connecticut
$613K 9,186 -229 -2%
Brown Advisory
56
Brown Advisory
Maryland
$607K 9,100 -300 -3%
CIC
57
Chilton Investment Company
Connecticut
$605K 9,067 – –
STA
58
Summit Trail Advisors
New York
$567K 8,500 +8,500 New
CIC
59
Carnegie Investment Counsel
Ohio
$501K 7,507 +207 +3%
State Street
60
State Street
Massachusetts
$482K 7,229 +290 +4%
Kovitz Investment Group Partners
61
Kovitz Investment Group Partners
Illinois
$467K 7,032 – –
Corient Private Wealth
62
Corient Private Wealth
Florida
$459K 6,883 – –
PTC
63
Private Trust Company
Ohio
$453K 6,800 – –
HighTower Advisors
64
HighTower Advisors
Illinois
$442K 6,644 -81 -1%
BF
65
BOK Financial
Oklahoma
$433K 6,500 – –
Lazard Asset Management
66
Lazard Asset Management
New York
$418K 6,274 +26 +0.4%
Ameriprise
67
Ameriprise
Minnesota
$415K 6,216 -1,056 -15%
HH
68
Hilltop Holdings
Texas
$412K 6,176 +76 +1%
HIC
69
Holderness Investments Company
North Carolina
$399K 6,000 – –
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$395K 5,926 +425 +8%
1WM
71
1900 Wealth Management
Texas
$393K 5,908 – –
CFO
72
Custos Family Office
Texas
$371K 5,564 – –
WHG
73
Westwood Holdings Group
Texas
$355K 5,325 +22 +0.4%
GWM
74
Geneos Wealth Management
Colorado
$351K 5,257 -4,727 -47%
BFG
75
Beacon Financial Group
Texas
$349K 5,255 – –
1 2
3
4 5