SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

100 hedge funds and large institutions have $47.1M invested in San Juan Basin Royalty Trust in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
31
Reduced
24
Closed
11
Calls
$6.51M
Puts
$2.05M
Net Calls
+$4.46M
Net Calls Change
-$1.11M

Top Buyers

1
PIWA
1
Prevail Innovative Wealth Advisors
Kansas
$3.76M
2
BPA
2
Beacon Pointe Advisors
California
$1.04M
3
Jane Street
3
Jane Street
New York
$893K
4
WA
4
Waverly Advisors
Alabama
$298K
5
SHWM
5
Silicon Hills Wealth Management
Texas
$298K

Top Sellers

1
KPF
1
K2 Principal Fund
Ontario, Canada
$713K
2
UBS Group
2
UBS Group
Switzerland
$580K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$440K
4
LPL Financial
4
LPL Financial
California
$0
5
Wells Fargo
5
Wells Fargo
California
$736K
Name Market Value Shares Shares
Change 		Shares
Change %
SHWM
26
Silicon Hills Wealth Management
Texas
$298K 40,250 +40,250 New
MC
27
Moors & Cabot
Massachusetts
$270K 36,350 +8,700 +31%
HF
28
HRT Financial
New York
$270K 36,451 +36,451 New
Mariner
29
Mariner
Kansas
$253K 34,091 +41 +0.1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$242K 32,504 +1,810 +6%
BlackRock
31
BlackRock
New York
$236K 31,772 -5,120 -14%
HT
32
Heritage Trust
Oklahoma
$224K 30,201 – –
DIM
33
Delta Investment Management
California
$224K 30,195 – –
RC
34
Roundview Capital
New Jersey
$222K 30,000 -10,000 -25%
AA
35
ALPS Advisors
Colorado
$219K 29,438 +220 +0.8%
ASN
36
Advisory Services Network
Georgia
$203K 27,313 +2,407 +10%
MIM
37
Meixler Investment Management
Arizona
$189K 25,455 -1,500 -6%
Simplex Trading
38
Simplex Trading
Illinois
$188K 25,413 +25,413 New
PWM
39
PRW Wealth Management
Massachusetts
$178K 25,534 – –
BMO
40
Beck Mack & Oliver
New York
$177K 23,780 -15,400 -39%
PI
41
PFG Investments
New York
$164K 22,055 +11,720 +113%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$163K 22,066 +22,066 New
IAIM
43
International Assets Investment Management
Florida
$162K 21,845 -1,000 -4%
SPC
44
Sigma Planning Corp
Michigan
$148K 19,911 -11,886 -37%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$148K 19,900 -1,300 -6%
SOW
46
State of Wyoming
Wyoming
$145K 19,462 +9,917 +104%
QT
47
Quantbot Technologies
New York
$138K 18,579 +14,894 +404%
VF
48
Virtu Financial
New York
$123K 16,581 +16,581 New
CIA
49
Capital Investment Advisors
Georgia
$122K 16,513 +41 +0.2%
FRM
50
Foundation Resource Management
Arkansas
$120K 16,125 – –
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