SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

124 hedge funds and large institutions have $128M invested in Sabine Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
37
Reduced
20
Closed
10
Calls
–
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
+$2.11M
2
Morgan Stanley
Morgan Stanley
New York
+$2.05M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.95M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$774K

Top Sellers

1
TI
TrueMark Investments
Illinois
-$5.72M
2
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$2.03M
3
Raymond James Financial
Raymond James Financial
Florida
-$907K
4
MC
Moors & Cabot
Massachusetts
-$631K
5
Invesco
Invesco
Georgia
-$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fayez Sarofim & Co
1
Fayez Sarofim & Co
Texas
$15.3M -$2.03M -30,000 -12%
BPA
2
Beacon Pointe Advisors
California
$13.1M +$360K +5,340 +3%
Luther King Capital Management (LKCM)
3
Luther King Capital Management (LKCM)
Texas
$9.72M – – –
HKAM
4
Horizon Kinetics Asset Management
New York
$8.01M +$566K +8,360 +8%
HFS
5
Howard Financial Services
Texas
$5.22M +$6.54K +97 +0.1%
Morgan Stanley
6
Morgan Stanley
New York
$4.82M +$2.05M +30,311 +74%
Two Sigma Investments
7
Two Sigma Investments
New York
$2.89M +$1.95M +28,811 +209%
CCM
8
Chilton Capital Management
Texas
$2.77M -$342K -5,066 -11%
SCM
9
SCS Capital Management
Massachusetts
$2.11M +$2.11M +31,115 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.01M +$384K +5,678 +24%
PFS
11
Prospera Financial Services
Texas
$2M +$7.72K +114 +0.4%
BTI
12
Blue Trust Inc
Georgia
$1.95M – – –
CIA
13
Concurrent Investment Advisors
Florida
$1.92M +$14.4K +213 +0.8%
CMI
14
Clare Market Investments
Texas
$1.88M +$305K +4,500 +19%
Bank of America
15
Bank of America
North Carolina
$1.72M +$156K +2,307 +10%
MAA
16
Mraz Amerine & Associates
California
$1.65M +$4.46K +67 +0.3%
V
17
VeraBank
Texas
$1.63M – – –
CAL
18
Capital Analysts LLC
Pennsylvania
$1.6M -$44K -650 -3%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$1.54M +$113K +1,663 +8%
LPL Financial
20
LPL Financial
California
$1.49M +$207K +3,062 +16%
BP
21
BWM Planning
Texas
$1.46M – – –
Wells Fargo
22
Wells Fargo
California
$1.41M -$6.3K -93 -0.4%
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$1.39M -$36.8K -544 -3%
MC
24
Moors & Cabot
Massachusetts
$1.28M -$631K -9,319 -33%
UBS Group
25
UBS Group
Switzerland
$1.22M -$13.9K -205 -1%
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