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SBR

Sabine Royalty Trust

143 hedge funds and large institutions have $151M invested in Sabine Royalty Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

0.2% less ownership

Funds ownership: 15.35%15.15% (-0.2%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

3% less funds holding

Funds holding: 147143 (-4)

15% less capital invested

Capital invested by funds: $178M → $151M (-$26.1M)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
40
Reduced
34
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$21.5K +$14K +193 +160%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$17K +$218 +3 +1%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$16.8K -$6.25K -86 -26%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$16.5K +$945 +13 +6%
SPIA
130
Steward Partners Investment Advisory
New York
$13.7K
Comerica Bank
131
Comerica Bank
Texas
$10.9K +$3.85K +53 +50%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K
EP
133
Essential Partners
California
$5.62K +$5.96K +82 New
SIS
134
Sound Income Strategies
Florida
$3.38K
UB
135
UMB Bank
Missouri
$3.09K
Barclays
136
Barclays
United Kingdom
$3.02K +$218 +3 +7%
FHA
137
Flagship Harbor Advisors
Massachusetts
$2.74K +$2.91K +40 New
APW
138
Aventura Private Wealth
Florida
$2.33K
TPCW
139
TD Private Client Wealth
New York
$1.23K +$291 +4 +29%
MCM
140
MAI Capital Management
Ohio
$1.03K +$1.09K +15 New
AssetMark Inc
141
AssetMark Inc
California
$891
Russell Investments Group
142
Russell Investments Group
United Kingdom
$686
AAP
143
Arax Advisory Partners
Colorado
$137
DRP
144
Decker Retirement Planning
Utah
$24
Walleye Capital
145
Walleye Capital
New York
-$1.41M -17,771 Closed
TCA
146
Transcend Capital Advisors
New Jersey
-$1.15M -14,480 Closed
Two Sigma Advisers
147
Two Sigma Advisers
New York
-$858K -10,800 Closed
Kovitz Investment Group Partners
148
Kovitz Investment Group Partners
Illinois
-$559K -7,032 Closed
Corient Private Wealth
149
Corient Private Wealth
Florida
-$547K -6,883 Closed
FPAS
150
Focus Partners Advisor Solutions
Missouri
-$471K -6,116 Closed