SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

133 hedge funds and large institutions have $129M invested in Sabine Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Americana Partners
Texas
+$2.47M
2
MNBTD
Moody National Bank Trust Division
Texas
+$2.35M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.55M
4
Morgan Stanley
Morgan Stanley
New York
+$1.29M
5
Citadel Advisors
Citadel Advisors
Florida
+$977K

Top Sellers

1
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$6.11M
2
BTI
Blue Trust Inc
Georgia
-$789K
3
HFS
Howard Financial Services
Texas
-$639K
4
HKAM
Horizon Kinetics Asset Management
New York
-$584K
5
Jane Street
Jane Street
New York
-$475K
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$13M +$162K +2,443 +1%
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$9.57M – – –
Fayez Sarofim & Co
3
Fayez Sarofim & Co
Texas
$8.94M -$6.11M -91,598 -41%
HKAM
4
Horizon Kinetics Asset Management
New York
$7.3M -$584K -8,760 -7%
Morgan Stanley
5
Morgan Stanley
New York
$6.03M +$1.29M +19,332 +27%
HFS
6
Howard Financial Services
Texas
$4.51M -$639K -9,619 -12%
Two Sigma Investments
7
Two Sigma Investments
New York
$3.74M +$900K +13,502 +32%
AP
8
Americana Partners
Texas
$2.47M +$2.47M +37,155 New
CCM
9
Chilton Capital Management
Texas
$2.36M -$366K -5,504 -13%
MNBTD
10
Moody National Bank Trust Division
Texas
$2.35M +$2.35M +35,185 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.11M +$125K +1,872 +6%
SCM
12
SCS Capital Management
Massachusetts
$2.07M – – –
PFS
13
Prospera Financial Services
Texas
$2.07M +$97.5K +1,462 +5%
Bank of America
14
Bank of America
North Carolina
$1.9M +$202K +3,026 +12%
CMI
15
Clare Market Investments
Texas
$1.84M -$10K -150 -0.5%
CAL
16
Capital Analysts LLC
Pennsylvania
$1.83M +$255K +3,830 +16%
Citadel Advisors
17
Citadel Advisors
Florida
$1.74M +$977K +14,656 +128%
CIA
18
Concurrent Investment Advisors
Florida
$1.69M -$204K -3,069 -11%
MAA
19
Mraz Amerine & Associates
California
$1.63M -$16.6K -250 -1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.61M +$523K +7,846 +48%
V
21
VeraBank
Texas
$1.6M – – –
Marshall Wace
22
Marshall Wace
United Kingdom
$1.55M +$1.55M +23,172 New
LPL Financial
23
LPL Financial
California
$1.53M +$59.2K +888 +4%
PGFC
24
Peapack-Gladstone Financial Corp
New Jersey
$1.49M +$120K +1,806 +9%
BP
25
BWM Planning
Texas
$1.44M – – –
1
2 3 4 5