SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

127 hedge funds and large institutions have $113M invested in Sabine Royalty Trust in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
34
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
1
Howard Financial Services
Texas
$4.16M
2
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$17M
3
CIA
3
Concurrent Investment Advisors
Florida
$1.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.85M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.67M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.05M
2
BI
2
Bramshill Investments
Florida
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.45M
4
M&T Bank
4
M&T Bank
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$2.04M
Name Market Value Shares Shares
Change 		Shares
Change %
TWP
76
Tyche Wealth Partners
Texas
$314K 5,083 – –
SS
77
Sunbelt Securities
Texas
$309K 5,000 +4,400 +733%
ATC
78
Argent Trust Co
Tennessee
$307K 4,977 – –
1WM
79
1900 Wealth Management
Texas
$294K 4,765 – –
HF
80
HRT Financial
New York
$276K 4,484 +1,195 +36%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$257K 4,171 +2 +0%
OA
82
Oxbow Advisors
Texas
$255K 4,141 – –
Lazard Asset Management
83
Lazard Asset Management
New York
$244K 3,960 +2,235 +130%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$230K 3,729 +3,729 New
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$226K 3,666 – –
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$223K 3,617 – –
RFC
87
Regions Financial Corp
Alabama
$219K 3,539 – –
ICM
88
Islay Capital Management
Texas
$216K 3,500 – –
Mariner
89
Mariner
Kansas
$214K 3,469 -498 -13%
ACA
90
Ackerman Capital Advisors
Texas
$211K 3,417 – –
Citigroup
91
Citigroup
New York
$176K 2,856 +2,856 New
VEA
92
Virtus ETF Advisers
New York
$158K 2,564 -331 -11%
PCM
93
Perritt Capital Management
Illinois
$157K 2,550 – –
LWCFA
94
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.4K 1,437 – –
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$81.2K 1,314 -460 -26%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$63.5K 1,028 +456 +80%
CNBTD
97
Citizens National Bank Trust Department
Mississippi
$61.8K 1,000 – –
TAM
98
Tucker Asset Management
Colorado
$61.6K 1,000 – –
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$52K 849 -114 -12%
SPIA
100
Steward Partners Investment Advisory
New York
$38.9K 630 – –
2 3
4
5 6