SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

123 hedge funds and large institutions have $172M invested in Sabine Royalty Trust in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
123
Holders Change
+16
Holders Change %
+14.95%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
32
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$11.2M
2
BI
2
Bramshill Investments
Florida
$1.86M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$26.2M
4
HKAM
4
Horizon Kinetics Asset Management
New York
$1.59M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$628K

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$1.36M
2
CAL
2
Capital Analysts LLC
Pennsylvania
$2.17M
3
GIM
3
Greylin Investment Management
Virginia
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$1.42M
5
UBS Group
5
UBS Group
Switzerland
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
QT
76
Quantbot Technologies
New York
$302K 3,529 +3,529 New
ACA
77
Ackerman Capital Advisors
Texas
$291K 3,417 -73 -2%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$272K 3,185 +3,185 New
YMRC
79
Yorktown Management & Research Company
Virginia
$261K 3,050 +3,050 New
ICM
80
Islay Capital Management
Texas
$256K 3,000 -1,000 -25%
PCM
81
Perritt Capital Management
Illinois
$255K 2,991 +2,991 New
TI
82
TTP Investments
California
$234K 2,742 +2,742 New
LF
83
Lee Financial
Texas
$230K 2,700 – –
SW
84
SkyOak Wealth
Michigan
$228K 2,664 +2,664 New
NA
85
NewEdge Advisors
Louisiana
$222K 2,593 +2,593 New
AWS
86
Atria Wealth Solutions
New York
$217K 2,538 +2,538 New
SOW
87
State of Wyoming
Wyoming
$215K 2,511 +739 +42%
SWA
88
SFMG Wealth Advisors
Texas
$214K 2,500 – –
AAS
89
Ameritas Advisory Services
Nebraska
$205K 2,402 +2,402 New
WAM
90
Walker Asset Management
Missouri
$204K 2,398 +2,398 New
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$192K 2,251 -2,068 -48%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$191K 2,234 – –
CFB
93
Cullen/Frost Bankers
Texas
$185K 2,164 – –
GWM
94
Geneos Wealth Management
Colorado
$154K 1,800 – –
Lazard Asset Management
95
Lazard Asset Management
New York
$140K 1,642 – –
LWCFA
96
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K 1,437 – –
DI
97
Disciplined Investments
Oklahoma
$97.9K 1,146 +200 +21%
US Bancorp
98
US Bancorp
Minnesota
$85.5K 1,000 – –
CNBTD
99
Citizens National Bank Trust Department
Mississippi
$85K 1,000 – –
TAM
100
Tucker Asset Management
Colorado
$83.2K 1,000 – –
2 3
4
5 6