We are live on ! Find out more
SBR

Sabine Royalty Trust

78 hedge funds and large institutions have $62.1M invested in Sabine Royalty Trust in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 9.78%10.11% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

1% less funds holding

Funds holding: 7978 (-1)

7% less capital invested

Capital invested by funds: $67M → $62.1M (-$4.93M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
19
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1
Wildcat Capital Management
New York
$12.2M
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$6.38M
RA
3
Royce & Associates
New York
$2.92M
CCM
4
Chilton Capital Management
Texas
$2.54M -$78.8K -1,768 -3%
LCM
5
Lucas Capital Management
New Jersey
$2.1M -$231K -5,191 -9%
Deutsche Bank
6
Deutsche Bank
Germany
$2.01M +$326K +7,327 +18%
Creative Planning
7
Creative Planning
Kansas
$1.83M -$2.23K -50 -0.1%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$1.78M +$428K +9,595 +29%
HK
9
Horizon Kinetics
New York
$1.74M -$2.67K -60 -0.1%
MAA
10
Mraz Amerine & Associates
California
$1.58M +$93.8K +2,104 +6%
ANBT
11
American National Bank & Trust
Texas
$1.53M
Bank of America
12
Bank of America
North Carolina
$1.35M +$223K +5,002 +18%
Stifel Financial
13
Stifel Financial
Missouri
$1.32M -$136K -3,050 -9%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$1.26M +$84.2K +1,890 +7%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.26M -$147K -3,288 -10%
GIM
16
Greylin Investment Management
Virginia
$1.19M +$1.25M +28,127 New
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$960K
CIA
18
Capital Investment Advisors
Georgia
$946K -$27K -605 -3%
UCFA
19
United Capital Financial Advisors
Texas
$876K
CIC
20
Carnegie Investment Counsel
Ohio
$848K +$677K +15,200 +214%
FSA
21
Franklin Street Advisors
North Carolina
$844K
Morgan Stanley
22
Morgan Stanley
New York
$782K -$78.1K -1,752 -9%
NIA
23
Northstar Investment Advisors
Colorado
$766K
UR
24
USCA RIA
Texas
$663K
Two Sigma Advisers
25
Two Sigma Advisers
New York
$625K -$13.4K -300 -2%

SBR Hedge Fund Activity: Q3 2018 in Review

78 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q3 2018, worth a combined $62.1M — down 7.4% from $67M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SBR and 7 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 19 added.

The largest buyer was Greylin Investment Management, opening a new position worth an estimated $1.25M. The largest seller was Millennium Management, exiting entirely with an estimated $665K sold.

  • 78 institutional investors held Sabine Royalty Trust (SBR) as of Q3 2018, down from 79 in Q2 2018.
  • Funds reported $62.1M of Sabine Royalty Trust stock for Q3 2018, down 7.4% quarter-over-quarter.
  • 7 funds opened new Sabine Royalty Trust positions in Q3 2018 and 8 closed out, a net change of -1 holder.
  • The largest Sabine Royalty Trust buyer in Q3 2018 was Greylin Investment Management, an estimated $1.25M added.
  • The largest Sabine Royalty Trust seller in Q3 2018 was Millennium Management, an estimated $665K sold.

Based on aggregated 13F filings for Q3 2018.