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 %
SWP
76
Significant Wealth Partners
Illinois
$288K +$288K +4,449 New
FBC
77
Fairfield, Bush & Co
Connecticut
$285K -$58.3K -900 -17%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$271K +$195 +3 +0.1%
OA
79
Oxbow Advisors
Texas
$265K -$3.24K -50 -1%
ICM
80
Islay Capital Management
Texas
$259K +$32.4K +500 +14%
MEAC
81
M.E. Allison & Co
Texas
$259K +$259K +3,999 New
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$244K +$6.48K +100 +3%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$242K – – –
Pathstone Holdings
84
Pathstone Holdings
New Jersey
$234K – – –
RFC
85
Regions Financial Corp
Alabama
$229K – – –
ACA
86
Ackerman Capital Advisors
Texas
$221K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$215K +$130K +2,010 +153%
Mariner
88
Mariner
Kansas
$211K -$13.5K -208 -6%
VEA
89
Virtus ETF Advisers
New York
$189K +$23.3K +359 +14%
PCM
90
Perritt Capital Management
Illinois
$167K +$1.88K +29 +1%
ANBT
91
American National Bank & Trust
Texas
$96.1K -$2.28M -35,185 -96%
LWCFA
92
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95.2K – – –
BTD
93
BankPlus Trust Department
Mississippi
$90.7K +$90.7K +1,400 New
Citigroup
94
Citigroup
New York
$83.8K -$101K -1,563 -55%
CNBTD
95
Citizens National Bank Trust Department
Mississippi
$64.8K – – –
TAM
96
Tucker Asset Management
Colorado
$64.8K – – –
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$56K +$1.1K +17 +2%
CCM
98
Campbell Capital Management
Florida
$51.8K +$51.8K +800 New
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$48.2K -$18.4K -284 -28%
SPIA
100
Steward Partners Investment Advisory
New York
$40.8K – – –
2 3
4
5 6