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SBR

Sabine Royalty Trust

71 hedge funds and large institutions have $38.4M invested in Sabine Royalty Trust in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 7071 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $38.5M → $38.4M (-$59.3K)

0.31% less ownership

Funds ownership: 9.55%9.24% (-0.31%)

65% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 20

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
7
Reduced
20
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
$9.7M
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$4.4M
RA
3
Royce & Associates
New York
$2.4M
CCM
4
Chilton Capital Management
Texas
$1.61M -$29.6K -980 -2%
ANBT
5
American National Bank & Trust
Texas
$1.05M
Morgan Stanley
6
Morgan Stanley
New York
$1.02M -$876K -28,978 -45%
LCM
7
Lucas Capital Management
New Jersey
$994K -$141K -4,666 -12%
MAA
8
Mraz Amerine & Associates
California
$975K -$23.6K -781 -2%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$971K +$24.2K +800 +2%
Bank of America
10
Bank of America
North Carolina
$867K -$30.1K -997 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$764K +$30.3K +1,004 +4%
V
12
VeraBank
Texas
$714K
HFS
13
Howard Financial Services
Texas
$706K +$2.33K +77 +0.3%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$662K
ECG
15
Edge Capital Group
Georgia
$647K
UCFA
16
United Capital Financial Advisors
Texas
$593K -$7.55K -250 -1%
Creative Planning
17
Creative Planning
Kansas
$502K
CIA
18
Capital Investment Advisors
Georgia
$488K -$22.7K -750 -4%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$475K -$51.4K -1,700 -9%
UBS Group
20
UBS Group
Switzerland
$441K -$242 -8 -0.1%
Wells Fargo
21
Wells Fargo
California
$432K +$40K +1,325 +10%
MTC
22
McDaniel Terry & Co
Texas
$407K
Northern Trust
23
Northern Trust
Illinois
$407K
PAG
24
Pinnacle Advisory Group
Maryland
$391K
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$379K -$6.04K -200 -2%

SBR Hedge Fund Activity: Q3 2020 in Review

71 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q3 2020, worth a combined $38.4M — down 0.15% from $38.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SBR positions and 8 closed out — a net gain of 2 holders — while 7 added to existing stakes and 20 trimmed.

The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $516K. The largest seller was Morgan Stanley, cutting an estimated $876K.

  • 71 institutional investors held Sabine Royalty Trust (SBR) as of Q3 2020, up from 70 in Q2 2020.
  • Funds reported $38.4M of Sabine Royalty Trust stock for Q3 2020, down 0.15% quarter-over-quarter.
  • 10 funds opened new Sabine Royalty Trust positions in Q3 2020 and 8 closed out, a net change of +2 holders.
  • The largest Sabine Royalty Trust buyer in Q3 2020 was Koshinski Asset Management, an estimated $516K added.
  • The largest Sabine Royalty Trust seller in Q3 2020 was Morgan Stanley, an estimated $876K sold.

Based on aggregated 13F filings for Q3 2020.