SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

54 hedge funds and large institutions have $13.9M invested in San Juan Basin Royalty Trust in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
4
Reduced
15
Closed
8
Calls
$95K
Puts
$136K
Net Calls
-$41K
Net Calls Change
-$12K

Top Buyers

1
WP
WealthSource Partners
California
+$127K
2
RC
Roundview Capital
New Jersey
+$53K
3
CAMG
CWA Asset Management Group
Florida
+$37K
4
KA
Kovack Advisors
Florida
+$32K
5
SPC
Sigma Planning Corp
Michigan
+$21K

Top Sellers

1
FRM
Foundation Resource Management
Arkansas
-$228K
2
Morgan Stanley
Morgan Stanley
New York
-$124K
3
BMO
Beck Mack & Oliver
New York
-$119K
4
CIP
Cornerstone Investment Partners
Georgia
-$76K
5
Bank of America
Bank of America
North Carolina
-$55.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$25K -$1.87K -900 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$23K -$246 -121 -1%
Northern Trust
28
Northern Trust
Illinois
$23K – – –
OCM
29
One Capital Management
California
$21K – – –
BSW
30
Buckingham Strategic Wealth
Missouri
$21K +$21K +10,000 New
SPC
31
Sigma Planning Corp
Michigan
$21K +$21K +10,037 New
ASN
32
Advisory Services Network
Georgia
$11K +$261 +122 +2%
CFB
33
Cullen/Frost Bankers
Texas
$7K – – –
Bessemer Group
34
Bessemer Group
New Jersey
$5K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$4K -$150 -85 -4%
USGIU
36
U.S. Global Investors (USGI)
Texas
$4K – – –
Citigroup
37
Citigroup
New York
$4K – – –
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3K – – –
UBS Group
40
UBS Group
Switzerland
$2K -$13K -6,511 -87%
OIA
41
Optimum Investment Advisors
Illinois
$2K – – –
FMP
42
Financial Management Professionals
Texas
$2K – – –
HNB
43
Huntington National Bank
Ohio
$2K +$2K +760 New
First Manhattan
44
First Manhattan
New York
$1K -$5K -3,000 -83%
SAM
45
S.A. Mason
Michigan
$1K -$857 -300 -46%
US Bancorp
46
US Bancorp
Minnesota
$1K – – –
PMFA
47
Plante Moran Financial Advisors
Michigan
$1K – – –
CFN
48
Cordasco Financial Network
Florida
$1K – – –
WT
49
Whittier Trust
California
$1K – – –
CIP
50
Cornerstone Investment Partners
Georgia
– -$76K -30,000 Closed
1
2
3