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SJT

San Juan Basin Royalty Trust

88 hedge funds and large institutions have $79.1M invested in San Juan Basin Royalty Trust in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

2.15% more ownership

Funds ownership: 33.15%35.3% (+2.1%)

1% less funds holding

Funds holding: 8988 (-1)

9% less capital invested

Capital invested by funds: $86.8M → $79.1M (-$7.77M)

69% less call options, than puts

Call options by funds: $382K | Put options by funds: $1.23M

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
16
Closed
6
Calls
$382K
Puts
$1.23M
Net Calls
-$847K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
1
Horizon Kinetics Asset Management
New York
$33.6M +$4.1M +747,697 +12%
Morgan Stanley
2
Morgan Stanley
New York
$7.78M +$2.53M +461,185 +40%
PAIM
3
Punch & Associates Investment Management
Minnesota
$4.52M +$1.31M +239,225 +34%
CC
4
Cannell Capital
Wyoming
$4.37M +$404K +73,664 +9%
ATPW
5
Ashton Thomas Private Wealth
Arizona
$4.17M +$534K +97,487 +13%
MC
6
Moors & Cabot
Massachusetts
$4.1M +$633K +115,580 +16%
Marshall Wace
7
Marshall Wace
United Kingdom
$1.89M +$2.16M +393,635 New
LPL Financial
8
LPL Financial
California
$1.83M -$147K -26,907 -7%
LSC
9
Lesa Sroufe & Co
Washington
$1.67M +$35.5K +6,480 +2%
MTC
10
McDaniel Terry & Co
Texas
$1.53M +$810K +147,788 +87%
Raymond James Financial
11
Raymond James Financial
Florida
$1.41M -$288K -52,600 -15%
ASN
12
Advisory Services Network
Georgia
$1.17M +$20.3K +3,700 +2%
MAA
13
Mraz Amerine & Associates
California
$884K
KWA
14
Kingswood Wealth Advisors
California
$797K -$142K -26,000 -14%
Citadel Advisors
15
Citadel Advisors
Florida
$742K -$480K -87,531 -36%
PP
16
Pingora Partners
Wyoming
$648K
BPA
17
Beacon Pointe Advisors
California
$568K +$555K +101,334 +596%
XT
18
XTX Topco
Cayman Islands
$461K +$77.6K +14,168 +17%
Osaic Holdings
19
Osaic Holdings
Arizona
$424K +$346K +63,052 +250%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$386K -$75.6K -13,789 -15%
Wells Fargo
21
Wells Fargo
California
$358K -$1.3K -238 -0.3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$340K +$9.2K +1,678 +2%
DIM
23
Delta Investment Management
California
$276K -$39K -7,119 -11%
PHS
24
Pekin Hardy Strauss
Illinois
$273K +$16.4K +3,000 +6%
Two Sigma Investments
25
Two Sigma Investments
New York
$259K +$33.9K +6,192 +13%