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SBR

Sabine Royalty Trust

153 hedge funds and large institutions have $197M invested in Sabine Royalty Trust in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

30% more capital invested

Capital invested by funds: $151M → $197M (+$45.9M)

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

7% more funds holding

Funds holding: 143153 (+10)

2.84% more ownership

Funds ownership: 15.15%17.99% (+2.8%)

Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
41
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1
Americana Partners
Texas
$20.9M +$595K +8,348 +3%
BPA
2
Beacon Pointe Advisors
California
$16.6M +$9.67M +135,578 +157%
PFS
3
Prospera Financial Services
Texas
$13.4M +$1.4M +19,692 +12%
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$10.8M
Morgan Stanley
5
Morgan Stanley
New York
$10.2M +$557K +7,805 +6%
HKAM
6
Horizon Kinetics Asset Management
New York
$8.37M +$119K +1,663 +2%
ATPW
7
Ashton Thomas Private Wealth
Arizona
$8.03M +$7.61M +106,639 New
Fayez Sarofim & Co
8
Fayez Sarofim & Co
Texas
$6.13M
HFS
9
Howard Financial Services
Texas
$5.11M +$4.99K +70 +0.1%
Marshall Wace
10
Marshall Wace
United Kingdom
$4.43M +$4.2M +58,843 New
Two Sigma Investments
11
Two Sigma Investments
New York
$3.72M +$1.71M +23,983 +95%
UIC
12
Uniplan Investment Counsel
Wisconsin
$2.95M +$720K +10,099 +35%
MNBTD
13
Moody National Bank Trust Division
Texas
$2.65M
Citadel Advisors
14
Citadel Advisors
Florida
$2.62M -$292K -4,092 -11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.37M -$52.3K -733 -2%
SCM
16
SCS Capital Management
Massachusetts
$2.34M
CCM
17
Chilton Capital Management
Texas
$2.33M -$65.4K -917 -3%
CAL
18
Capital Analysts LLC
Pennsylvania
$2.31M +$15K +210 +0.7%
LPL Financial
19
LPL Financial
California
$2.02M +$127K +1,778 +7%
SWP
20
Significant Wealth Partners
Illinois
$1.97M +$1.87M +26,210 New
Bank of America
21
Bank of America
North Carolina
$1.91M -$816K -11,438 -31%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$1.89M +$282K +3,950 +19%
BTI
23
Blue Trust Inc
Georgia
$1.89M +$235K +3,297 +15%
CIA
24
Concurrent Investment Advisors
Florida
$1.76M -$20.8K -291 -1%
MAA
25
Mraz Amerine & Associates
California
$1.75M -$26.7K -375 -2%