SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

123 hedge funds and large institutions have $172M invested in Sabine Royalty Trust in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
123
Holders Change
+16
Holders Change %
+14.95%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
32
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$11.2M
2
BI
2
Bramshill Investments
Florida
$1.86M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$26.2M
4
HKAM
4
Horizon Kinetics Asset Management
New York
$1.59M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$628K

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$1.36M
2
CAL
2
Capital Analysts LLC
Pennsylvania
$2.17M
3
GIM
3
Greylin Investment Management
Virginia
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$1.42M
5
UBS Group
5
UBS Group
Switzerland
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
101
U.S. Capital Wealth Advisors
Texas
$48.4K 566 +566 New
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$48K 558 +65 +13%
TH
103
TCTC Holdings
Texas
$43.8K 512 – –
First Manhattan
104
First Manhattan
New York
$42.7K 500 – –
MS
105
Madden Securities
Texas
$42.6K 500 +500 New
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$38K 453 – –
DWA
107
Dorsey Wright & Associates
California
$36.9K 432 +432 New
SCA
108
Stonebridge Capital Advisors
Minnesota
$29.9K 350 – –
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$27.4K 321 +321 New
AF
110
Allworth Financial
California
$24.4K 286 – –
CFGS
111
Concourse Financial Group Securities
Alabama
$19.7K 230 – –
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$17K 200 – –
SWM
113
Spire Wealth Management
Virginia
$16K 190 +190 New
CTC
114
Central Trust Company
Missouri
$11.5K 135 – –
IA
115
IFP Advisors
Florida
$7K 135 -165 -55%
SIS
116
Sound Income Strategies
Florida
$4.27K 50 – –
AWM
117
Accel Wealth Management
Iowa
$4.19K 49 – –
UB
118
UMB Bank
Missouri
$4K 45 – –
WWM
119
Wolff Wiese Magana
California
$2.9K 34 +34 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$1.97K 23 +22 +2,200%
FFA
121
Farther Finance Advisors
California
$1.88K 22 +22 New
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$1.37K 16 +16 New
VF
123
VitalStone Financial
Texas
$1K 6 +6 New
GIM
124
Greylin Investment Management
Virginia
– – -9,100 Closed
CB
125
Commerce Bank
Missouri
– – -3,014 Closed
2 3 4
5
6