SBR

Sabine Royalty Trust

124 hedge funds and large institutions have $128M invested in Sabine Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 124124 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

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

Holders
124
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$67K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$282K
OA
77
Oxbow Advisors
Texas
$276K
MEAC
78
M.E. Allison & Co
Texas
$275K
FBC
79
Fairfield, Bush & Co
Connecticut
$274K
ICM
80
Islay Capital Management
Texas
$270K
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$268K
XT
82
XTX Topco
Cayman Islands
$262K
RFC
83
Regions Financial Corp
Alabama
$259K
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$252K
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$245K
ACA
86
Ackerman Capital Advisors
Texas
$231K
KAS
87
Kestra Advisory Services
Texas
$229K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$225K
AF
89
Allworth Financial
California
$219K
ASN
90
Advisory Services Network
Georgia
$209K
FPAS
91
Focus Partners Advisor Solutions
Missouri
$207K
PCIA
92
Prime Capital Investment Advisors
Kansas
$203K
PCM
93
Perritt Capital Management
Illinois
$174K
VIA
94
Virtus Investment Advisers
Connecticut
$164K
Citigroup
95
Citigroup
New York
$112K
ANBT
96
American National Bank & Trust
Texas
$100K
LWCFA
97
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95.2K
BTD
98
BankPlus Trust Department
Mississippi
$94.8K
CNBTD
99
Citizens National Bank Trust Department
Mississippi
$67.7K
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$60K