SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

133 hedge funds and large institutions have $129M invested in Sabine Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Americana Partners
Texas
+$2.47M
2
MNBTD
Moody National Bank Trust Division
Texas
+$2.35M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.55M
4
Morgan Stanley
Morgan Stanley
New York
+$1.29M
5
Citadel Advisors
Citadel Advisors
Florida
+$977K

Top Sellers

1
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$6.11M
2
BTI
Blue Trust Inc
Georgia
-$789K
3
HFS
Howard Financial Services
Texas
-$639K
4
HKAM
Horizon Kinetics Asset Management
New York
-$584K
5
Jane Street
Jane Street
New York
-$475K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$98K +$38.8K +580 +66%
LWCFA
102
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95.8K – – –
BTD
103
BankPlus Trust Department
Mississippi
$93.4K – – –
Citigroup
104
Citigroup
New York
$76.2K -$33.9K -508 -31%
CNBTD
105
Citizens National Bank Trust Department
Mississippi
$66.7K – – –
QWM
106
Quaker Wealth Management
New Jersey
$66.5K +$66.5K +1,000 New
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$47.2K +$20.9K +313 +79%
SRCM
108
Signature Resources Capital Management
California
$39.9K – – –
NA
109
NewEdge Advisors
Louisiana
$36K – – –
HNB
110
Huntington National Bank
Ohio
$33.3K -$5.8K -87 -15%
OW
111
Olistico Wealth
Oklahoma
$28.5K – – –
AF
112
Allworth Financial
California
$25.7K -$193K -2,900 -88%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$23.7K +$23.7K +355 New
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$16K +$203 +3 +1%
GRP
115
Global Retirement Partners
California
$15.9K +$15.9K +238 New
SPIA
116
Steward Partners Investment Advisory
New York
$13.3K – – –
W
117
WealthCollab
Washington
$13K +$13K +195 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$10.7K -$14.2K -213 -57%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10K – – –
HI
120
Harbour Investments
Wisconsin
$7.99K +$200 +3 +3%
MCM
121
Manchester Capital Management
Vermont
$3.67K – – –
BIG
122
Brooklyn Investment Group
New York
$3.6K +$467 +7 +15%
BlackRock
123
BlackRock
New York
$3.33K – – –
SIS
124
Sound Income Strategies
Florida
$3.33K – – –
Comerica Bank
125
Comerica Bank
Texas
$3.2K +$3.2K +48 New
2 3 4
5
6