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SBR

Sabine Royalty Trust

70 hedge funds and large institutions have $37.8M invested in Sabine Royalty Trust in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.86% less ownership

Funds ownership: 10.23%9.37% (-0.86%)

15% less funds holding

Funds holding: 8270 (-12)

37% less capital invested

Capital invested by funds: $60M → $37.8M (-$22.2M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
70
Holders Change
-12
Holders Change %
-14.63%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
10
Reduced
17
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1
Wildcat Capital Management
New York
$9.28M
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$4.18M
RA
3
Royce & Associates
New York
$2.28M +$819K +23,100 +39%
CCM
4
Chilton Capital Management
Texas
$1.59M -$26K -735 -1%
LCM
5
Lucas Capital Management
New Jersey
$1.08M -$127K -3,594 -8%
Morgan Stanley
6
Morgan Stanley
New York
$1.02M -$904K -25,513 -41%
ANBT
7
American National Bank & Trust
Texas
$995K
MAA
8
Mraz Amerine & Associates
California
$984K -$24.6K -695 -2%
Bank of America
9
Bank of America
North Carolina
$929K +$8.61K +243 +0.7%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$906K -$69.9K -1,974 -6%
EWA
11
Exencial Wealth Advisors
Oklahoma
$780K
V
12
VeraBank
Texas
$678K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$667K +$5.63K +159 +0.7%
HFS
14
Howard Financial Services
Texas
$666K +$18K +509 +2%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$629K
ECG
16
Edge Capital Group
Georgia
$614K +$788K +22,230 New
HKAM
17
Horizon Kinetics Asset Management
New York
$573K -$415K -11,719 -36%
UCFA
18
United Capital Financial Advisors
Texas
$570K
Russell Investments Group
19
Russell Investments Group
United Kingdom
$523K -$88.6K -2,500 -12%
CIA
20
Capital Investment Advisors
Georgia
$507K -$64K -1,805 -9%
Creative Planning
21
Creative Planning
Kansas
$482K -$70.9K -2,000 -10%
State Street
22
State Street
Massachusetts
$470K +$202K +5,708 +51%
UBS Group
23
UBS Group
Switzerland
$434K -$8.75K -247 -2%
UR
24
USCA RIA
Texas
$434K
MTC
25
McDaniel Terry & Co
Texas
$387K

SBR Hedge Fund Activity: Q1 2020 in Review

70 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q1 2020, worth a combined $37.8M — down 37% from $60M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SBR and 8 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 10 added.

The largest buyer was Royce & Associates, adding an estimated $819K. The largest seller was Morgan Stanley, cutting an estimated $904K.

  • 70 institutional investors held Sabine Royalty Trust (SBR) as of Q1 2020, down from 82 in Q4 2019.
  • Funds reported $37.8M of Sabine Royalty Trust stock for Q1 2020, down 37% quarter-over-quarter.
  • 8 funds opened new Sabine Royalty Trust positions in Q1 2020 and 17 closed out, a net change of -9 holders.
  • The largest Sabine Royalty Trust buyer in Q1 2020 was Royce & Associates, an estimated $819K added.
  • The largest Sabine Royalty Trust seller in Q1 2020 was Morgan Stanley, an estimated $904K sold.

Based on aggregated 13F filings for Q1 2020.