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 %
SRCM
101
Signature Resources Capital Management
California
$38.9K +$38.9K +600 New
NA
102
NewEdge Advisors
Louisiana
$35K – – –
HNB
103
Huntington National Bank
Ohio
$32.4K – – –
OW
104
Olistico Wealth
Oklahoma
$27.7K – – –
VWM
105
Venturi Wealth Management
Texas
$25.9K – – –
GRP
106
Global Retirement Partners
California
$15.4K +$4.54K +70 +42%
HCP
107
Hexagon Capital Partners
Arkansas
$15.3K – – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$15K +$326 +5 +2%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$13.2K +$7K +108 +114%
LWA
110
Lowe Wealth Advisors
Maryland
$10.4K – – –
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.72K – – –
SIC
112
Salem Investment Counselors
North Carolina
$8.1K – – –
HI
113
Harbour Investments
Wisconsin
$7.48K +$130 +2 +2%
CAM
114
Creekmur Asset Management
Illinois
$7.39K +$65 +1 +0.9%
CFGS
115
Concourse Financial Group Securities
Alabama
$6.61K – – –
MCM
116
Manchester Capital Management
Vermont
$3.57K – – –
SIS
117
Sound Income Strategies
Florida
$3.24K – – –
BIG
118
Brooklyn Investment Group
New York
$3.05K +$3.05K +47 New
UB
119
UMB Bank
Missouri
$2.92K – – –
FFA
120
Farther Finance Advisors
California
$1.43K – – –
Russell Investments Group
121
Russell Investments Group
United Kingdom
$648 – – –
TRCT
122
Tower Research Capital (TRC)
New York
$454 +$454 +7 New
GI
123
GAMMA Investing
California
$389 +$389 +6 New
PS
124
Principal Securities
Iowa
$65 -$1.17K -18 -95%
DRP
125
Decker Retirement Planning
Utah
$22 – – –
2 3 4
5
6