SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

73 hedge funds and large institutions have $50.6M invested in Sabine Royalty Trust in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
15
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Luther King Capital Management (LKCM)
1
Luther King Capital Management (LKCM)
Texas
$4.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.24M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.24M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$1.18M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$606K

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$0
2
UBS Group
2
UBS Group
Switzerland
$483K
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$891K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$221K
5
CCM
5
Chilton Capital Management
Texas
$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
76
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$41K -1,437 Closed
ASN
77
Advisory Services Network
Georgia
– -$21K -736 Closed
RWA
78
Ropes Wealth Advisors
Massachusetts
– -$17K -600 Closed
AWG
79
Altus Wealth Group
Colorado
– -$10K -350 Closed
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
– -$3K -100 Closed
1 2 3
4