SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

124 hedge funds and large institutions have $123M invested in Sabine Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
32
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$12.2M
2
TI
2
TrueMark Investments
Illinois
$5.72M
3
SWM
3
Sendero Wealth Management
Texas
$838K
4
HFS
4
Howard Financial Services
Texas
$5.01M
5
HKAM
5
Horizon Kinetics Asset Management
New York
$7.12M

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$2.02M
2
ANBT
2
American National Bank & Trust
Texas
$96.1K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$0
4
Fayez Sarofim & Co
4
Fayez Sarofim & Co
Texas
$16.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
51
Hilltop Holdings
Texas
$525K – – –
Ameriprise
52
Ameriprise
Minnesota
$473K -$34.2K -528 -7%
CIC
53
Carnegie Investment Counsel
Ohio
$473K – – –
SOW
54
State of Wyoming
Wyoming
$468K -$70.8K -1,093 -13%
Kovitz Investment Group Partners
55
Kovitz Investment Group Partners
Illinois
$456K – – –
Corient Private Wealth
56
Corient Private Wealth
Florida
$446K – – –
PTC
57
Private Trust Company
Ohio
$441K – – –
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$434K -$120K -1,844 -22%
State Street
59
State Street
Massachusetts
$427K +$5.12K +79 +1%
HighTower Advisors
60
HighTower Advisors
Illinois
$420K +$9.4K +145 +2%
BF
61
BOK Financial
Oklahoma
$419K -$225K -3,500 -35%
HIC
62
Holderness Investments Company
North Carolina
$389K – – –
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$384K +$15K +231 +4%
AA
64
ALPS Advisors
Colorado
$382K – – –
CFO
65
Custos Family Office
Texas
$361K – – –
AF
66
Allworth Financial
California
$345K – – –
Lazard Asset Management
67
Lazard Asset Management
New York
$345K +$89.1K +1,378 +35%
WHG
68
Westwood Holdings Group
Texas
$342K +$1.3K +20 +0.4%
BFG
69
Beacon Financial Group
Texas
$341K – – –
SS
70
Sunbelt Securities
Texas
$324K – – –
ATC
71
Argent Trust Co
Tennessee
$323K – – –
FNBT
72
FineMark National Bank & Trust
Florida
$318K +$318K +4,903 New
1WM
73
1900 Wealth Management
Texas
$309K – – –
TWP
74
Tyche Wealth Partners
Texas
$308K -$21.1K -325 -6%
GWM
75
Geneos Wealth Management
Colorado
$306K +$289K +4,462 +1,684%
1 2
3
4 5