SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

49 hedge funds and large institutions have $17.3M invested in San Juan Basin Royalty Trust in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
6
Closed
5
Calls
$140K
Puts
$35K
Net Calls
+$105K
Net Calls Change
+$60K

Top Buyers

1
WP
WealthSource Partners
California
$995K
2
HighTower Advisors
HighTower Advisors
Illinois
$126K
3
HT
Heritage Trust
Oklahoma
$75K
4
CAMG
CWA Asset Management Group
Florida
$42K
5
MAA
Mraz Amerine & Associates
California
$587K

Top Sellers

1
DIM
Delta Investment Management
California
$229K
2
BMO
Beck Mack & Oliver
New York
$124K
3
UCFA
United Capital Financial Advisors
Texas
$0
4
Bank of America
Bank of America
North Carolina
$342K
5
BFIM
Beese Fulmer Investment Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
26
Kovack Advisors
Florida
$38K – – –
Osaic Holdings
27
Osaic Holdings
Arizona
$33K – – –
VDBMI
28
Van Den Berg Management I
Texas
$31K +$31K +12,500 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$29K – – –
CIBC World Market
30
CIBC World Market
Ontario, Canada
$28K – – –
SPC
31
Sigma Planning Corp
Michigan
$26K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$25K -$135 -55 -0.5%
ASN
33
Advisory Services Network
Georgia
$15K +$15K +5,966 New
CFB
34
Cullen/Frost Bankers
Texas
$9K +$730 +296 +9%
SPIA
35
Steward Partners Investment Advisory
New York
$5K – – –
NNP
36
Nachman Norwood & Parrott
South Carolina
$5K +$5K +2,000 New
SC
37
SouthState Corp
Florida
$5K +$5K +2,000 New
Bessemer Group
38
Bessemer Group
New Jersey
$4K – – –
FMP
39
Financial Management Professionals
Texas
$3K – – –
UBS Group
40
UBS Group
Switzerland
$3K +$598 +249 +25%
CHAM
41
Clear Harbor Asset Management
Connecticut
$2.51K +$2.51K +1,000 New
OIA
42
Optimum Investment Advisors
Illinois
$2K – – –
WT
43
Whittier Trust
California
$1K – – –
PMFA
44
Plante Moran Financial Advisors
Michigan
$1K – – –
CFN
45
Cordasco Financial Network
Florida
$1K – – –
First Manhattan
46
First Manhattan
New York
$1K – – –
UCFA
47
United Capital Financial Advisors
Texas
– -$24K -10,500 Closed
BFIM
48
Beese Fulmer Investment Management
Ohio
– -$9K -4,000 Closed
USGIU
49
U.S. Global Investors (USGI)
Texas
– -$5K -2,000 Closed
US Bancorp
50
US Bancorp
Minnesota
– -$2K -700 Closed
1
2
3