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SBR

Sabine Royalty Trust

75 hedge funds and large institutions have $78.3M invested in Sabine Royalty Trust in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 7275 (+3)

3% more capital invested

Capital invested by funds: $76M → $78.3M (+$2.21M)

0.36% more ownership

Funds ownership: 10.26%10.62% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

52% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 25

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
12
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Lucas Capital Management
New Jersey
$18.9M -$589K -11,485 -3%
Bank of America
2
Bank of America
North Carolina
$11.8M +$6.15K +120 +0.1%
Fayez Sarofim & Co
3
Fayez Sarofim & Co
Texas
$7.65M +$7.75M +151,249 New
CIA
4
Capital Investment Advisors
Georgia
$4.29M +$4.35M +84,940 New
FM
5
Foster & Motley
Ohio
$3.6M -$70.2K -1,370 -2%
Wells Fargo
6
Wells Fargo
California
$2.27M +$25.1K +490 +1%
NIA
7
Northstar Investment Advisors
Colorado
$2.12M
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$1.99M +$25.6K +500 +1%
FFSOTS
9
Fiduciary Financial Services of The Southwest
Texas
$1.66M +$1.28K +25 +0.1%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.63M -$64.1K -1,250 -4%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$1.38M -$677K -13,204 -33%
UCFA
12
United Capital Financial Advisors
Texas
$1.07M
Bessemer Group
13
Bessemer Group
New Jersey
$1.06M
NIM
14
NXG Investment Management
Texas
$969K
Barclays
15
Barclays
United Kingdom
$864K
LPL Financial
16
LPL Financial
California
$782K -$5.02K -98 -0.6%
Citadel Advisors
17
Citadel Advisors
Florida
$771K -$204K -3,975 -21%
Morgan Stanley
18
Morgan Stanley
New York
$747K -$112K -2,190 -13%
ANTB
19
AMG National Trust Bank
Colorado
$734K -$37.9K -739 -5%
MTC
20
McDaniel Terry & Co
Texas
$708K
CA
21
Cetera Advisors
Colorado
$670K -$55.9K -1,090 -8%
Renaissance Technologies
22
Renaissance Technologies
New York
$637K +$251K +4,900 +64%
Creative Planning
23
Creative Planning
Kansas
$635K
WF
24
Welch & Forbes
Massachusetts
$629K
M
25
MOTCO
Texas
$617K +$15.4K +300 +3%

SBR Hedge Fund Activity: Q4 2013 in Review

75 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q4 2013, worth a combined $78.3M — up 2.9% from $76M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SBR positions and 6 closed out — a net gain of 4 holders — while 12 added to existing stakes and 25 trimmed.

The largest buyer was TFS Capital, opening a new position worth an estimated $374K. The largest seller was Two Sigma Advisers, cutting an estimated $677K.

  • 75 institutional investors held Sabine Royalty Trust (SBR) as of Q4 2013, up from 72 in Q3 2013.
  • Funds reported $78.3M of Sabine Royalty Trust stock for Q4 2013, up 2.9% quarter-over-quarter.
  • 10 funds opened new Sabine Royalty Trust positions in Q4 2013 and 6 closed out, a net change of +4 holders.
  • The largest Sabine Royalty Trust buyer in Q4 2013 was TFS Capital, an estimated $374K added.
  • The largest Sabine Royalty Trust seller in Q4 2013 was Two Sigma Advisers, an estimated $677K sold.

Based on aggregated 13F filings for Q4 2013.