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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
GSCM
26
Greenfield Seitz Capital Management
Texas
$255K
Creative Planning
27
Creative Planning
Kansas
$254K
MIM
28
Meixler Investment Management
Arizona
$253K +$9.86K +1,800 +3%
Jane Street
29
Jane Street
New York
$229K +$138K +25,213 +112%
Bank of America
30
Bank of America
North Carolina
$217K
WA
31
Waverly Advisors
Alabama
$213K +$5.48K +1,000 +2%
AWP
32
Atlas Wealth Partners
Pennsylvania
$202K +$7.95K +1,450 +4%
FFB
33
First Financial Bankshares
Texas
$180K
SOW
34
State of Wyoming
Wyoming
$176K +$85.2K +15,552 +74%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$162K -$1.92K -350 -1%
KCFA
36
Key Client Fiduciary Advisors
New Jersey
$156K +$16K +2,915 +10%
AQR Capital Management
37
AQR Capital Management
Connecticut
$156K
WG
38
Welch Group
Alabama
$144K +$43.8K +8,000 +36%
RC
39
Roundview Capital
New Jersey
$144K
CHAM
40
Clear Harbor Asset Management
Connecticut
$139K
ISL
41
Ingalls & Snyder LLC
New York
$138K
DWM
42
DWR Wealth Management
California
$101K
GWM
43
GK Wealth Management
Nevada
$101K +$112K +20,500 New
UBS Group
44
UBS Group
Switzerland
$95.2K +$63K +11,501 +139%
QC
45
Quadrature Capital
United Kingdom
$94.5K +$108K +19,652 New
PAG
46
Private Advisor Group
New Jersey
$75.4K +$1.16K +212 +1%
BCA
47
Bay Colony Advisors
Massachusetts
$75.4K
BMO
48
Beck Mack & Oliver
New York
$74.9K
Financial Engines Advisors
49
Financial Engines Advisors
California
$74.7K
FRM
50
Foundation Resource Management
Arkansas
$70.1K