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SJT

San Juan Basin Royalty Trust

83 hedge funds and large institutions have $62M invested in San Juan Basin Royalty Trust in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $8.37M

22% more capital invested

Capital invested by funds: $50.6M → $62M (+$11.4M)

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

1.69% more ownership

Funds ownership: 12.45%14.14% (+1.7%)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

3% less funds holding

Funds holding: 8683 (-3)

Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
23
Reduced
19
Closed
17
Calls
$25.6M
Puts
$8.37M
Net Calls
+$17.2M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BMO
26
Beck Mack & Oliver
New York
$372K -$2.35K -200 -0.5%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$354K -$1.48M -126,030 -77%
Wolverine Trading
28
Wolverine Trading
Illinois
$350K -$438K -37,226 -50%
UBS Group
29
UBS Group
Switzerland
$335K +$330K +28,017 +366%
Mariner
30
Mariner
Kansas
$322K +$3.53K +300 +0.9%
Osaic Holdings
31
Osaic Holdings
Arizona
$312K -$6.74K -573 -2%
JCG
32
John C. Goff
$289K
HT
33
Heritage Trust
Oklahoma
$284K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$284K +$17.1K +1,453 +5%
AA
35
ALPS Advisors
Colorado
$258K -$334K -28,387 -51%
MIM
36
Meixler Investment Management
Arizona
$258K -$11.8K -1,000 -4%
PWM
37
PRW Wealth Management
Massachusetts
$254K
BlackRock
38
BlackRock
New York
$233K -$34.9K -2,962 -11%
EHC
39
Everett Harris & Co
California
$226K +$11.8K +1,000 +4%
RJA
40
Raymond James & Associates
Florida
$215K -$159K -13,486 -37%
ASN
41
Advisory Services Network
Georgia
$205K +$72.4K +6,151 +39%
CAN
42
Cetera Advisor Networks
California
$204K +$255K +21,665 New
SOW
43
State of Wyoming
Wyoming
$188K +$8.41K +715 +4%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$179K -$306 -26 -0.1%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$177K +$222K +18,864 New
GCP
46
GSA Capital Partners
United Kingdom
$171K -$100K -8,539 -32%
VDBMI
47
Van Den Berg Management I
Texas
$164K
CIA
48
Capital Investment Advisors
Georgia
$156K +$282 +24 +0.1%
FRM
49
Foundation Resource Management
Arkansas
$152K
Two Sigma Advisers
50
Two Sigma Advisers
New York
$147K +$184K +15,600 New

SJT Hedge Fund Activity: Q3 2022 in Review

83 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q3 2022, worth a combined $62M — up 22% from $50.6M a quarter earlier.

Fund positioning in SJT was balanced in Q3 2022: 17 funds opened new positions, 17 closed out, 23 added to existing stakes and 19 trimmed.

The largest buyer was K2 Principal Fund, adding an estimated $8.97M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.25M sold.

  • 83 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q3 2022, down from 86 in Q2 2022.
  • Funds reported $62M of San Juan Basin Royalty Trust stock for Q3 2022, up 22% quarter-over-quarter.
  • 17 funds opened new San Juan Basin Royalty Trust positions in Q3 2022 and 17 closed out, a net change of 0 holders.
  • The largest San Juan Basin Royalty Trust buyer in Q3 2022 was K2 Principal Fund, an estimated $8.97M added.
  • The largest San Juan Basin Royalty Trust seller in Q3 2022 was Susquehanna International Group, an estimated $3.25M sold.

Based on aggregated 13F filings for Q3 2022.