SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

124 hedge funds and large institutions have $128M invested in Sabine Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
37
Reduced
20
Closed
10
Calls
–
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
+$2.11M
2
Morgan Stanley
Morgan Stanley
New York
+$2.05M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.95M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$774K

Top Sellers

1
TI
TrueMark Investments
Illinois
-$5.72M
2
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$2.03M
3
Raymond James Financial
Raymond James Financial
Florida
-$907K
4
MC
Moors & Cabot
Massachusetts
-$631K
5
Invesco
Invesco
Georgia
-$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
51
RWA Wealth Partners
Massachusetts
$634K -$61.7K -911 -9%
CIC
52
Chilton Investment Company
Connecticut
$614K – – –
SOW
53
State of Wyoming
Wyoming
$607K +$118K +1,744 +24%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$518K +$518K +7,646 New
Ameriprise
55
Ameriprise
Minnesota
$492K -$2.17K -32 -0.4%
Kovitz Investment Group Partners
56
Kovitz Investment Group Partners
Illinois
$474K – – –
State Street
57
State Street
Massachusetts
$470K +$24K +355 +5%
Corient Private Wealth
58
Corient Private Wealth
Florida
$466K – – –
PTC
59
Private Trust Company
Ohio
$460K – – –
HighTower Advisors
60
HighTower Advisors
Illinois
$454K +$16.6K +246 +4%
CIC
61
Carnegie Investment Counsel
Ohio
$444K – – –
BF
62
BOK Financial
Oklahoma
$440K – – –
Lazard Asset Management
63
Lazard Asset Management
New York
$422K +$61.5K +910 +17%
HH
64
Hilltop Holdings
Texas
$413K -$135K -2,000 -25%
HIC
65
Holderness Investments Company
North Carolina
$405K – – –
1WM
66
1900 Wealth Management
Texas
$399K +$77.3K +1,143 +24%
CFO
67
Custos Family Office
Texas
$377K – – –
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$372K -$28.5K -421 -7%
WHG
69
Westwood Holdings Group
Texas
$359K +$1.29K +19 +0.4%
BFG
70
Beacon Financial Group
Texas
$354K – – –
SWP
71
Significant Wealth Partners
Illinois
$351K +$51.3K +760 +17%
SS
72
Sunbelt Securities
Texas
$338K – – –
ATC
73
Argent Trust Co
Tennessee
$337K – – –
TWP
74
Tyche Wealth Partners
Texas
$322K – – –
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$317K +$267K +3,946 +530%
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3
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