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SBR

Sabine Royalty Trust

70 hedge funds and large institutions have $54.7M invested in Sabine Royalty Trust in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

0.54% more ownership

Funds ownership: 9.87%10.41% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 8170 (-11)

30% less capital invested

Capital invested by funds: $78M → $54.7M (-$23.3M)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
70
Holders Change
-11
Holders Change %
-13.58%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
22
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Lucas Capital Management
New Jersey
$11.4M +$1.38M +29,158 +10%
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$5.41M
CIA
3
Capital Investment Advisors
Georgia
$2.96M -$28.4K -602 -0.7%
FM
4
Foster & Motley
Ohio
$2.65M +$220K +4,661 +7%
CCM
5
Chilton Capital Management
Texas
$2.4M -$48.8K -1,035 -2%
Bank of America
6
Bank of America
North Carolina
$2.37M +$305K +6,458 +11%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$2.2M +$146K +3,100 +6%
Creative Planning
8
Creative Planning
Kansas
$1.45M +$1.31M +27,823 +218%
Deutsche Bank
9
Deutsche Bank
Germany
$1.41M +$1.77M +37,451 +1,971%
ANBT
10
American National Bank & Trust
Texas
$1.27M +$9.43K +200 +0.6%
Two Sigma Investments
11
Two Sigma Investments
New York
$1.26M +$760K +16,117 +84%
NIA
12
Northstar Investment Advisors
Colorado
$1.25M
FFSOTS
13
Fiduciary Financial Services of The Southwest
Texas
$1.14M -$3.21K -68 -0.2%
Morgan Stanley
14
Morgan Stanley
New York
$1.03M +$87.6K +1,858 +7%
NIM
15
NXG Investment Management
Texas
$954K +$94.3K +2,000 +8%
Renaissance Technologies
16
Renaissance Technologies
New York
$926K +$235K +4,988 +24%
ZCM
17
Zebra Capital Management
Connecticut
$912K +$1.32K +28 +0.1%
UCFA
18
United Capital Financial Advisors
Texas
$826K +$87.7K +1,860 +9%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$791K +$766K +16,243 +4,907%
FBC
20
Fairfield, Bush & Co
Connecticut
$758K +$47.4K +1,005 +5%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$744K -$208K -4,400 -17%
SCM
22
Sterling Capital Management
North Carolina
$732K +$118K +2,507 +14%
CS
23
Credit Suisse
Switzerland
$664K +$692K +14,663 +377%
Citadel Advisors
24
Citadel Advisors
Florida
$647K +$72K +1,527 +9%
VKH
25
Virtu KCG Holdings
New York
$609K +$803K +17,022 New

SBR Hedge Fund Activity: Q4 2014 in Review

70 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q4 2014, worth a combined $54.7M — down 30% from $78M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SBR and 7 opened new positions — a net loss of 9 holders — while 19 trimmed existing stakes and 22 added.

The largest buyer was Deutsche Bank, adding an estimated $1.77M. The largest seller was O'Shaughnessy Asset Management, exiting entirely with an estimated $728K sold.

  • 70 institutional investors held Sabine Royalty Trust (SBR) as of Q4 2014, down from 81 in Q3 2014.
  • Funds reported $54.7M of Sabine Royalty Trust stock for Q4 2014, down 30% quarter-over-quarter.
  • 7 funds opened new Sabine Royalty Trust positions in Q4 2014 and 16 closed out, a net change of -9 holders.
  • The largest Sabine Royalty Trust buyer in Q4 2014 was Deutsche Bank, an estimated $1.77M added.
  • The largest Sabine Royalty Trust seller in Q4 2014 was O'Shaughnessy Asset Management, an estimated $728K sold.

Based on aggregated 13F filings for Q4 2014.