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SBR

Sabine Royalty Trust

64 hedge funds and large institutions have $47.6M invested in Sabine Royalty Trust in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.33% less ownership

Funds ownership: 9.62%9.29% (-0.33%)

7% less funds holding

Funds holding: 6964 (-5)

8% less capital invested

Capital invested by funds: $51.6M → $47.6M (-$3.94M)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
13
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Lucas Capital Management
New Jersey
$6.66M -$415K -11,467 -6%
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$5.27M -$45.2K -1,249 -0.8%
FM
3
Foster & Motley
Ohio
$3.52M +$192K +5,294 +6%
CCM
4
Chilton Capital Management
Texas
$2.56M -$371K -10,250 -12%
RA
5
Royce & Associates
New York
$2.09M
HK
6
Horizon Kinetics
New York
$1.7M -$10.6K -292 -0.6%
Creative Planning
7
Creative Planning
Kansas
$1.52M
Deutsche Bank
8
Deutsche Bank
Germany
$1.5M +$721K +19,918 +87%
Bank of America
9
Bank of America
North Carolina
$1.49M -$519K -14,345 -25%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.29M +$561K +15,504 +73%
ANBT
11
American National Bank & Trust
Texas
$1.27M
Wells Fargo
12
Wells Fargo
California
$1.26M -$44.9K -1,240 -3%
PAG
13
Pinnacle Advisory Group
Maryland
$1.14M +$36 +1 +0%
MAA
14
Mraz Amerine & Associates
California
$1.12M +$640K +17,677 +126%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$1.09M -$464K -12,807 -29%
Morgan Stanley
16
Morgan Stanley
New York
$1.04M +$325K +8,961 +43%
CIA
17
Capital Investment Advisors
Georgia
$977K -$104K -2,874 -9%
Stifel Financial
18
Stifel Financial
Missouri
$777K
NIA
19
Northstar Investment Advisors
Colorado
$753K -$98.5K -2,720 -11%
FSA
20
Franklin Street Advisors
North Carolina
$703K
FBC
21
Fairfield, Bush & Co
Connecticut
$616K +$3.26K +90 +0.5%
UR
22
USCA RIA
Texas
$605K
UBS Group
23
UBS Group
Switzerland
$596K +$51.8K +1,431 +9%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$592K -$20.4K -564 -3%
NFG
25
Next Financial Group
Texas
$559K +$1.81K +50 +0.3%

SBR Hedge Fund Activity: Q4 2016 in Review

64 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q4 2016, worth a combined $47.6M — down 7.6% from $51.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SBR and 5 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was Deutsche Bank, adding an estimated $721K. The largest seller was Greylin Investment Management, exiting entirely with an estimated $1.06M sold.

  • 64 institutional investors held Sabine Royalty Trust (SBR) as of Q4 2016, down from 69 in Q3 2016.
  • Funds reported $47.6M of Sabine Royalty Trust stock for Q4 2016, down 7.6% quarter-over-quarter.
  • 5 funds opened new Sabine Royalty Trust positions in Q4 2016 and 10 closed out, a net change of -5 holders.
  • The largest Sabine Royalty Trust buyer in Q4 2016 was Deutsche Bank, an estimated $721K added.
  • The largest Sabine Royalty Trust seller in Q4 2016 was Greylin Investment Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2016.