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SJT

San Juan Basin Royalty Trust
SJT

97 hedge funds and large institutions have $199M invested in San Juan Basin Royalty Trust in 2013 Q2 according to their latest regulatory filings, with 97 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

26.59% more ownership

Funds ownership: 0% → 26.59% (+27%)

69% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $5.05M

Holders
97
Holders Change
+97
Holders Change %
–
% of All Funds
3.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
97
Increased
–
Reduced
–
Closed
–
Calls
$1.56M
Puts
$5.05M
Net Calls
-$3.49M
Net Calls Change
-$3.49M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$920K +$885K +57,305 New
RJA
27
Raymond James & Associates
Florida
$603K +$581K +37,597 New
BIM
28
Baldwin Investment Management
Pennsylvania
$533K +$513K +33,225 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$505K +$486K +31,444 New
HNB
30
Huntington National Bank
Ohio
$488K +$469K +30,400 New
CFB
31
Cullen/Frost Bankers
Texas
$467K +$450K +29,120 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$457K +$440K +28,475 New
OCAM
33
Onex Canada Asset Management
Ontario, Canada
$422K +$386K +25,000 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$409K +$393K +25,469 New
WC
35
Woodstock Corp
Massachusetts
$401K +$386K +24,970 New
WF
36
Welch & Forbes
Massachusetts
$400K +$385K +24,900 New
NG
37
NatWest Group
United Kingdom
$385K +$371K +24,000 New
RPA
38
Rock Point Advisors
Vermont
$357K +$343K +22,225 New
GCP
39
GSA Capital Partners
United Kingdom
$345K +$332K +21,500 New
LCM
40
Lucas Capital Management
New Jersey
$334K +$321K +20,800 New
TAM
41
Tocqueville Asset Management
New York
$321K +$309K +20,000 New
BBI
42
Baxter Bros Inc
Connecticut
$319K +$307K +19,850 New
BCB
43
Brian C. Broderick
$314K +$302K +19,550 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$293K +$282K +18,247 New
ACP
45
Ashfield Capital Partners
California
$273K +$263K +17,000 New
JP Morgan Chase
46
JP Morgan Chase
New York
$272K +$263K +17,000 New
Invesco
47
Invesco
Georgia
$257K +$247K +16,000 New
V
48
Veritable
Delaware
$230K +$222K +14,359 New
Millennium Management
49
Millennium Management
New York
$228K +$219K +14,200 New
SWM
50
Segment Wealth Management
Texas
$215K +$207K +13,393 New
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SJT Hedge Fund Activity: Q2 2013 in Review

97 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q2 2013, worth a combined $199M.

Buyers outnumbered sellers: 97 funds opened new SJT positions and 0 closed out — a net gain of 97 holders — while 0 added to existing stakes and 0 trimmed.

  • 97 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $199M of San Juan Basin Royalty Trust stock for Q2 2013.
  • 97 funds opened new San Juan Basin Royalty Trust positions in Q2 2013 and 0 closed out, a net change of +97 holders.

Based on aggregated 13F filings for Q2 2013.