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SBR

Sabine Royalty Trust

82 hedge funds and large institutions have $60M invested in Sabine Royalty Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 10.24%10.23% (-0.01%)

4% less funds holding

Funds holding: 8582 (-3)

7% less capital invested

Capital invested by funds: $64.6M → $60M (-$4.63M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
20
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1
Wildcat Capital Management
New York
$13.4M
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$6.09M
Morgan Stanley
3
Morgan Stanley
New York
$2.51M +$781K +19,741 +46%
RA
4
Royce & Associates
New York
$2.4M -$359K -9,065 -13%
CCM
5
Chilton Capital Management
Texas
$2.32M -$4.43K -112 -0.2%
LCM
6
Lucas Capital Management
New Jersey
$1.72M +$29.4K +743 +2%
ANBT
7
American National Bank & Trust
Texas
$1.45M
MAA
8
Mraz Amerine & Associates
California
$1.45M -$19.6K -494 -1%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$1.4M +$154K +3,900 +13%
Bank of America
10
Bank of America
North Carolina
$1.34M +$4.04K +102 +0.3%
HKAM
11
Horizon Kinetics Asset Management
New York
$1.31M -$44.7K -1,129 -3%
Stifel Financial
12
Stifel Financial
Missouri
$1.21M +$3.17K +80 +0.3%
EWA
13
Exencial Wealth Advisors
Oklahoma
$1.12M
Two Sigma Investments
14
Two Sigma Investments
New York
$1.04M +$1.02M +25,790 New
V
15
VeraBank
Texas
$988K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$966K +$687K +17,364 +262%
HFS
17
Howard Financial Services
Texas
$939K +$20.3K +513 +2%
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
$916K
Russell Investments Group
19
Russell Investments Group
United Kingdom
$863K +$372K +9,400 +78%
UCFA
20
United Capital Financial Advisors
Texas
$831K
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$803K -$822K -20,774 -51%
CIA
22
Capital Investment Advisors
Georgia
$803K -$32.6K -825 -4%
Creative Planning
23
Creative Planning
Kansas
$783K -$7.92K -200 -1%
NIA
24
Northstar Investment Advisors
Colorado
$669K -$98.9K -2,500 -13%
UBS Group
25
UBS Group
Switzerland
$643K +$31.7K +800 +5%

SBR Hedge Fund Activity: Q4 2019 in Review

82 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q4 2019, worth a combined $60M — down 7.2% from $64.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SBR and 9 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 20 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $1.02M. The largest seller was Davidson Investment Advisors, exiting entirely with an estimated $1.26M sold.

  • 82 institutional investors held Sabine Royalty Trust (SBR) as of Q4 2019, down from 85 in Q3 2019.
  • Funds reported $60M of Sabine Royalty Trust stock for Q4 2019, down 7.2% quarter-over-quarter.
  • 9 funds opened new Sabine Royalty Trust positions in Q4 2019 and 12 closed out, a net change of -3 holders.
  • The largest Sabine Royalty Trust buyer in Q4 2019 was Two Sigma Investments, an estimated $1.02M added.
  • The largest Sabine Royalty Trust seller in Q4 2019 was Davidson Investment Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2019.