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SBR

Sabine Royalty Trust
SBR

136 hedge funds and large institutions have $132M invested in Sabine Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

7% more funds holding

Funds holding: 127 → 136 (+9)

1% more capital invested

Capital invested by funds: $130M → $132M (+$1.74M)

0.37% more ownership

Funds ownership: 13.17% → 13.55% (+0.37%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
33
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AP
Americana Partners
Texas
+$2.44M
2
MNBTD
Moody National Bank Trust Division
Texas
+$2.31M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.52M
4
Morgan Stanley
Morgan Stanley
New York
+$1.27M
5
Citadel Advisors
Citadel Advisors
Florida
+$963K

Top Sellers

Rank Fund Capital Flow
1
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$6.02M
2
BTI
Blue Trust Inc
Georgia
-$777K
3
HFS
Howard Financial Services
Texas
-$632K
4
HKAM
Horizon Kinetics Asset Management
New York
-$576K
5
Jane Street
Jane Street
New York
-$468K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
126
Sound Income Strategies
Florida
$3.33K – – –
Comerica Bank
127
Comerica Bank
Texas
$3.2K +$3.15K +48 New
UB
128
UMB Bank
Missouri
$3K – – –
TRCT
129
Tower Research Capital (TRC)
New York
$2.47K -$40.7K -620 -94%
APW
130
Aventura Private Wealth
Florida
$2.26K – – –
FFA
131
Farther Finance Advisors
California
$1.46K – – –
PS
132
Principal Securities
Iowa
$1.13K +$1.05K +16 +1,600%
AssetMark Inc
133
AssetMark Inc
California
$867 +$854 +13 New
Russell Investments Group
134
Russell Investments Group
United Kingdom
$667 – – –
TPCW
135
TD Private Client Wealth
New York
$667 +$657 +10 New
CAM
136
Creekmur Asset Management
Illinois
$70 – – –
DRP
137
Decker Retirement Planning
Utah
$23 – – –
XT
138
XTX Topco
Cayman Islands
– -$262K -3,864 Closed
KAS
139
Kestra Advisory Services
Texas
– -$229K -3,389 Closed
CCM
140
Campbell Capital Management
Florida
– -$54.2K -800 Closed
HCP
141
Hexagon Capital Partners
Arkansas
– -$15.9K -236 Closed
SIC
142
Salem Investment Counselors
North Carolina
– -$8.43K -125 Closed
GI
143
GAMMA Investing
California
– -$406 -6 Closed
2 3 4 5
6

SBR Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q2 2025, worth a combined $132M — up 1.3% from $130M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SBR positions and 6 closed out — a net gain of 9 holders — while 33 added to existing stakes and 34 trimmed.

The largest buyer was Americana Partners, opening a new position worth an estimated $2.44M. The largest seller was Fayez Sarofim & Co, cutting an estimated $6.02M.

  • 136 institutional investors held Sabine Royalty Trust (SBR) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $132M of Sabine Royalty Trust stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 15 funds opened new Sabine Royalty Trust positions in Q2 2025 and 6 closed out, a net change of +9 holders.
  • The largest Sabine Royalty Trust buyer in Q2 2025 was Americana Partners, an estimated $2.44M added.
  • The largest Sabine Royalty Trust seller in Q2 2025 was Fayez Sarofim & Co, an estimated $6.02M sold.

Based on aggregated 13F filings for Q2 2025.