Sabine Royalty Trust
128 hedge funds and large institutions have $126M invested in Sabine Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 12 closing their positions.
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
9% more capital invested
Capital invested by funds: $115M → $126M (+$10.4M)
6% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 32
0.3% more ownership
Funds ownership: 12.78% → 13.08% (+0.3%)
1% less funds holding
Funds holding: 129 → 128 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$8.78M |
| 2 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$4.68M |
| 3 |
SWM
Sendero Wealth Management
San Antonio,
Texas
|
+$811K |
| 4 |
HFS
Howard Financial Services
Dallas,
Texas
|
+$617K |
| 5 |
HKAM
Horizon Kinetics Asset Management
New York
|
+$599K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ANBT
American National Bank & Trust
Wichita Falls,
Texas
|
-$2.21M |
| 2 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$1.85M |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.52M |
| 4 |
Fayez Sarofim & Co
Houston,
Texas
|
-$1.26M |
| 5 |
Morgan Stanley
New York
|
-$1.17M |
SBR Hedge Fund Activity: Q4 2024 in Review
128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q4 2024, worth a combined $126M — up 9.1% from $115M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SBR positions and 12 closed out — a net gain of 2 holders — while 34 added to existing stakes and 32 trimmed.
The largest buyer was Beacon Pointe Advisors, adding an estimated $8.78M. The largest seller was American National Bank & Trust, cutting an estimated $2.21M.
- 128 institutional investors held Sabine Royalty Trust (SBR) as of Q4 2024, down from 129 in Q3 2024.
- Funds reported $126M of Sabine Royalty Trust stock for Q4 2024, up 9.1% quarter-over-quarter.
- 14 funds opened new Sabine Royalty Trust positions in Q4 2024 and 12 closed out, a net change of +2 holders.
- The largest Sabine Royalty Trust buyer in Q4 2024 was Beacon Pointe Advisors, an estimated $8.78M added.
- The largest Sabine Royalty Trust seller in Q4 2024 was American National Bank & Trust, an estimated $2.21M sold.
Based on aggregated 13F filings for Q4 2024.