Sabine Royalty Trust
123 hedge funds and large institutions have $113M invested in Sabine Royalty Trust in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
10% more funds holding
Funds holding: 112 → 123 (+11)
7% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 28
1.92% less ownership
Funds ownership: 13.87% → 11.95% (-1.9%)
13% less capital invested
Capital invested by funds: $130M → $113M (-$17.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.21M |
| 2 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$1.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.09M |
| 4 |
HKAM
Horizon Kinetics Asset Management
New York
|
+$888K |
| 5 |
M&T Bank
Buffalo,
New York
|
+$749K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$12.4M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$9.71M |
| 3 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$2.27M |
| 4 |
Fayez Sarofim & Co
Houston,
Texas
|
-$749K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$586K |
SBR Hedge Fund Activity: Q2 2024 in Review
123 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q2 2024, worth a combined $113M — down 13% from $130M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SBR positions and 6 closed out — a net gain of 11 holders — while 30 added to existing stakes and 28 trimmed.
The largest buyer was UBS Group, adding an estimated $1.21M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $12.4M sold.
- 123 institutional investors held Sabine Royalty Trust (SBR) as of Q2 2024, up from 112 in Q1 2024.
- Funds reported $113M of Sabine Royalty Trust stock for Q2 2024, down 13% quarter-over-quarter.
- 17 funds opened new Sabine Royalty Trust positions in Q2 2024 and 6 closed out, a net change of +11 holders.
- The largest Sabine Royalty Trust buyer in Q2 2024 was UBS Group, an estimated $1.21M added.
- The largest Sabine Royalty Trust seller in Q2 2024 was Mirae Asset Global Investments, an estimated $12.4M sold.
Based on aggregated 13F filings for Q2 2024.