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SBR

Sabine Royalty Trust
SBR

127 hedge funds and large institutions have $130M invested in Sabine Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

3% more capital invested

Capital invested by funds: $126M → $130M (+$4.26M)

0.09% more ownership

Funds ownership: 13.08% → 13.17% (+0.09%)

1% less funds holding

Funds holding: 128 → 127 (-1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $67K

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
39
Reduced
20
Closed
12
Calls
–
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

Rank Fund Capital Flow
1
SCM
SCS Capital Management
Massachusetts
+$2.07M
2
Morgan Stanley
Morgan Stanley
New York
+$2.02M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.92M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$762K

Top Sellers

Rank Fund Capital Flow
1
TI
TrueMark Investments
Illinois
-$5.72M
2
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$2M
3
Raymond James Financial
Raymond James Financial
Florida
-$892K
4
MC
Moors & Cabot
Massachusetts
-$621K
5
Invesco
Invesco
Georgia
-$534K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
76
Tyche Wealth Partners
Texas
$322K – – –
JP Morgan Chase
77
JP Morgan Chase
New York
$317K +$263K +3,946 +530%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$282K +$200 +3 +0.1%
OA
79
Oxbow Advisors
Texas
$276K – – –
MEAC
80
M.E. Allison & Co
Texas
$275K +$4.13K +62 +2%
FBC
81
Fairfield, Bush & Co
Connecticut
$274K -$23.4K -352 -8%
ICM
82
Islay Capital Management
Texas
$270K – – –
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$268K +$13.3K +200 +5%
XT
84
XTX Topco
Cayman Islands
$262K +$257K +3,864 New
RFC
85
Regions Financial Corp
Alabama
$259K +$18.6K +280 +8%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$252K – – –
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$245K – – –
ACA
88
Ackerman Capital Advisors
Texas
$231K – – –
KAS
89
Kestra Advisory Services
Texas
$229K +$226K +3,389 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$225K – – –
AF
91
Allworth Financial
California
$219K -$133K -2,000 -38%
ASN
92
Advisory Services Network
Georgia
$209K +$206K +3,088 New
FPAS
93
Focus Partners Advisor Solutions
Missouri
$207K +$204K +3,058 New
PCIA
94
Prime Capital Investment Advisors
Kansas
$203K +$200K +3,000 New
PCM
95
Perritt Capital Management
Illinois
$174K – – –
VIA
96
Virtus Investment Advisers
Connecticut
$164K +$161K +2,418 New
Citigroup
97
Citigroup
New York
$112K +$23.8K +358 +28%
ANBT
98
American National Bank & Trust
Texas
$100K – – –
LWCFA
99
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95.2K – – –
BTD
100
BankPlus Trust Department
Mississippi
$94.8K – – –
2 3
4
5 6

SBR Hedge Fund Activity: Q1 2025 in Review

127 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q1 2025, worth a combined $130M — up 3.4% from $126M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SBR positions and 12 closed out — a net gain of 1 holder — while 39 added to existing stakes and 20 trimmed.

The largest buyer was SCS Capital Management, opening a new position worth an estimated $2.07M. The largest seller was TrueMark Investments, exiting entirely with an estimated $5.72M sold.

  • 127 institutional investors held Sabine Royalty Trust (SBR) as of Q1 2025, down from 128 in Q4 2024.
  • Funds reported $130M of Sabine Royalty Trust stock for Q1 2025, up 3.4% quarter-over-quarter.
  • 13 funds opened new Sabine Royalty Trust positions in Q1 2025 and 12 closed out, a net change of +1 holder.
  • The largest Sabine Royalty Trust buyer in Q1 2025 was SCS Capital Management, an estimated $2.07M added.
  • The largest Sabine Royalty Trust seller in Q1 2025 was TrueMark Investments, an estimated $5.72M sold.

Based on aggregated 13F filings for Q1 2025.