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SBR

Sabine Royalty Trust

108 hedge funds and large institutions have $130M invested in Sabine Royalty Trust in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

4% more funds holding

Funds holding: 104108 (+4)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

4% more capital invested

Capital invested by funds: $125M → $130M (+$4.42M)

0.77% less ownership

Funds ownership: 13.31%12.54% (-0.77%)

Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
25
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
51
State Street
Massachusetts
$682K +$17.7K +250 +3%
GIM
52
Greylin Investment Management
Virginia
$647K +$644K +9,100 New
OQS
53
Occudo Quantitative Strategies
Florida
$636K +$91.9K +1,298 +17%
HighTower Advisors
54
HighTower Advisors
Illinois
$618K +$849 +12 +0.1%
STA
55
Summit Trail Advisors
New York
$604K
Brown Advisory
56
Brown Advisory
Maryland
$523K +$127K +1,800 +32%
CIC
57
Carnegie Investment Counsel
Ohio
$519K
PTC
58
Private Trust Company
Ohio
$483K
Wells Fargo
59
Wells Fargo
California
$455K -$82.9K -1,171 -15%
FBC
60
Fairfield, Bush & Co
Connecticut
$445K -$14.2K -200 -3%
CA
61
Cetera Advisors
Colorado
$405K +$22K +311 +6%
RFC
62
Regions Financial Corp
Alabama
$394K
WHG
63
Westwood Holdings Group
Texas
$362K +$3.61K +51 +1%
ASN
64
Advisory Services Network
Georgia
$359K -$2.97K -42 -0.8%
1WM
65
1900 Wealth Management
Texas
$357K
MGAM
66
McGowan Group Asset Management
Texas
$346K +$9.91K +140 +3%
ACM
67
Advisors Capital Management
New Jersey
$328K -$14.2K -200 -5%
ATC
68
Argent Trust Co
Tennessee
$319K
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$307K -$2.92M -41,211 -91%
GCP
70
GSA Capital Partners
United Kingdom
$285K +$284K +4,007 New
ICM
71
Islay Capital Management
Texas
$284K
AA
72
ALPS Advisors
Colorado
$274K +$273K +3,859 New
CAN
73
Cetera Advisor Networks
California
$272K -$175K -2,478 -39%
ACA
74
Ackerman Capital Advisors
Texas
$248K
DCM
75
DGS Capital Management
New Jersey
$223K +$222K +3,136 New

SBR Hedge Fund Activity: Q3 2022 in Review

108 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q3 2022, worth a combined $130M — up 3.5% from $125M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SBR positions and 9 closed out — a net gain of 5 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Prospera Financial Services, opening a new position worth an estimated $989K. The largest seller was BNP Paribas Financial Markets, cutting an estimated $2.92M.

  • 108 institutional investors held Sabine Royalty Trust (SBR) as of Q3 2022, up from 104 in Q2 2022.
  • Funds reported $130M of Sabine Royalty Trust stock for Q3 2022, up 3.5% quarter-over-quarter.
  • 14 funds opened new Sabine Royalty Trust positions in Q3 2022 and 9 closed out, a net change of +5 holders.
  • The largest Sabine Royalty Trust buyer in Q3 2022 was Prospera Financial Services, an estimated $989K added.
  • The largest Sabine Royalty Trust seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $2.92M sold.

Based on aggregated 13F filings for Q3 2022.