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SBR

Sabine Royalty Trust
SBR

69 hedge funds and large institutions have $79.1M invested in Sabine Royalty Trust in 2013 Q2 according to their latest regulatory filings, with 69 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

10.49% more ownership

Funds ownership: 0% → 10.49% (+10%)

Holders
69
Holders Change
+69
Holders Change %
–
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
69
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1
Lucas Capital Management
New Jersey
$18.9M +$18.7M +365,016 New
Bank of America
2
Bank of America
North Carolina
$12.1M +$11.9M +233,269 New
Fayez Sarofim & Co
3
Fayez Sarofim & Co
Texas
$7.82M +$7.74M +151,249 New
FM
4
Foster & Motley
Ohio
$3.74M +$3.71M +72,461 New
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.5M +$2.46M +48,004 New
Wells Fargo
6
Wells Fargo
California
$2.22M +$2.2M +43,000 New
NIA
7
Northstar Investment Advisors
Colorado
$2.17M +$2.15M +41,970 New
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$1.93M +$1.9M +37,018 New
IWC
9
Integrated Wealth Counsel
California
$1.86M +$1.84M +36,026 New
Two Sigma Investments
10
Two Sigma Investments
New York
$1.8M +$1.78M +34,710 New
FFSOTS
11
Fiduciary Financial Services of The Southwest
Texas
$1.7M +$1.68M +32,896 New
Citadel Advisors
12
Citadel Advisors
Florida
$1.4M +$1.37M +26,854 New
Bessemer Group
13
Bessemer Group
New Jersey
$1.1M +$1.09M +21,375 New
UCFA
14
United Capital Financial Advisors
Texas
$1.1M +$1.09M +21,219 New
CFB
15
Cullen/Frost Bankers
Texas
$1.04M +$1.03M +20,185 New
FBC
16
Fairfield, Bush & Co
Connecticut
$899K +$891K +17,406 New
Morgan Stanley
17
Morgan Stanley
New York
$887K +$880K +17,181 New
LPL Financial
18
LPL Financial
California
$825K +$817K +15,959 New
GGPS
19
Gary Goldberg Planning Services
New York
$819K +$811K +15,842 New
ANTB
20
AMG National Trust Bank
Colorado
$808K +$801K +15,642 New
Deutsche Bank
21
Deutsche Bank
Germany
$737K +$732K +14,290 New
MTC
22
McDaniel Terry & Co
Texas
$723K +$717K +14,000 New
Creative Planning
23
Creative Planning
Kansas
$649K +$643K +12,563 New
WF
24
Welch & Forbes
Massachusetts
$642K +$636K +12,425 New
M
25
MOTCO
Texas
$615K +$609K +11,900 New
1
2 3

SBR Hedge Fund Activity: Q2 2013 in Review

69 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q2 2013, worth a combined $79.1M.

Buyers outnumbered sellers: 69 funds opened new SBR positions and 0 closed out — a net gain of 69 holders — while 0 added to existing stakes and 0 trimmed.

  • 69 institutional investors held Sabine Royalty Trust (SBR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $79.1M of Sabine Royalty Trust stock for Q2 2013.
  • 69 funds opened new Sabine Royalty Trust positions in Q2 2013 and 0 closed out, a net change of +69 holders.

Based on aggregated 13F filings for Q2 2013.