SBR

Sabine Royalty Trust

77 hedge funds and large institutions have $64.7M invested in Sabine Royalty Trust in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
8
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
USGIU
51
U.S. Global Investors (USGI)
Texas
$202K 5,000 +5,000 New
GWM
52
Geneos Wealth Management
Colorado
$165K 4,045 -104 -3%
ICM
53
Islay Capital Management
Texas
$161K 4,000
CFB
54
Cullen/Frost Bankers
Texas
$145K 3,589 -2,404 -40%
LF
55
Lee Financial
Texas
$101K 2,500
ASN
56
Advisory Services Network
Georgia
$83K 2,051 +2,051 New
LWCFA
57
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K 1,437 +1,437 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$53K 1,314
Lazard Asset Management
59
Lazard Asset Management
New York
$46K 1,164
TAM
60
Tucker Asset Management
Colorado
$40.3K 1,000
US Bancorp
61
US Bancorp
Minnesota
$40K 1,000
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$28K 688 +688 New
SCA
63
Stonebridge Capital Advisors
Minnesota
$25K 700 +350 +100%
TH
64
TCTC Holdings
Texas
$21K 512
First Manhattan
65
First Manhattan
New York
$20K 500
BU
66
BBVA USA
Alabama
$19K 460 +460 New
PMAS
67
PNC Managed Account Solutions
Texas
$18K 454 +454 New
AF
68
Allworth Financial
California
$12K 286 +286 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$9K 228
CTC
70
Central Trust Company
Missouri
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$8K 200
CFGS
72
Concourse Financial Group Securities
Alabama
$7K 177
GI
73
Gradient Investments
Minnesota
$5K 115
TFGT
74
TS Financial Group (TSFG)
Illinois
$5K 128
FI
75
FormulaFolio Investments
Michigan
$4K 100