SBR

Sabine Royalty Trust

78 hedge funds and large institutions have $62.1M invested in Sabine Royalty Trust in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
19
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AMIM
51
Aull & Monroe Investment Management
Alabama
$216K
TCM
52
Tradition Capital Management
New Jersey
$211K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$207K +$3.66K +87 +2%
HighTower Advisors
54
HighTower Advisors
Illinois
$204K
CWA
55
Clarus Wealth Advisors
Arizona
$167K -$39.6K -940 -19%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$113K +$20.9K +500 +23%
LF
57
Lee Financial
Texas
$106K
RFC
58
Regions Financial Corp
Alabama
$79K
First Manhattan
59
First Manhattan
New York
$63K
LWCFA
60
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K
AG
61
Advisor Group
Arizona
$54K +$9.04K +216 +20%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$53K
US Bancorp
63
US Bancorp
Minnesota
$42K -$11.6K -275 -22%
ARMC
64
American Research & Management Company
Massachusetts
$42K
APP
65
Avantax Planning Partners
Iowa
$34K +$34K +800 New
HNB
66
Huntington National Bank
Ohio
$25K
RWA
67
Ropes Wealth Advisors
Massachusetts
$25K
PA
68
Parallel Advisors
California
$21K -$12.6K -300 -38%
BA
69
Ballew Advisors
Mississippi
$20K +$334 +9 +2%
CTC
70
Central Trust Company
Missouri
$13K
TC
71
Truvestments Capital
Florida
$13K +$13K +300 New
CAL
72
Capital Analysts LLC
Pennsylvania
$8K -$4.89K -110 -38%
PA
73
Perennial Advisors
New York
$6K +$129 +3 +2%
CFGS
74
Concourse Financial Group Securities
Alabama
$6K +$6K +150 New
TCM
75
Tradewinds Capital Management
Washington
$4K