SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

86 hedge funds and large institutions have $34.2M invested in San Juan Basin Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
13
Reduced
18
Closed
9
Calls
$402K
Puts
$282K
Net Calls
+$120K
Net Calls Change
+$512K

Top Buyers

1
ATPW
1
Ashton Thomas Private Wealth
Arizona
$2.69M
2
HKAM
2
Horizon Kinetics Asset Management
New York
$6.95M
3
CC
3
Cannell Capital
Wyoming
$7.01M
4
RA
4
RR Advisors
Texas
$546K
5
BPA
5
Beacon Pointe Advisors
California
$449K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$320K
2
VF
2
Virtu Financial
New York
$0
3
ISL
3
Ingalls & Snyder LLC
New York
$110K
4
SOW
4
State of Wyoming
Wyoming
$221K
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
26
Clear Harbor Asset Management
Connecticut
$147K +$147K +38,261 New
MIM
27
Meixler Investment Management
Arizona
$145K +$5.75K +1,500 +4%
FFB
28
First Financial Bankshares
Texas
$144K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$117K -$3.06K -800 -3%
HT
30
Heritage Trust
Oklahoma
$116K +$116K +30,201 New
RC
31
Roundview Capital
New Jersey
$115K – – –
ISL
32
Ingalls & Snyder LLC
New York
$110K -$104K -27,044 -49%
OIA
33
OneDigital Investment Advisors
Kansas
$109K +$109K +28,565 New
PAG
34
Private Advisor Group
New Jersey
$102K +$102K +26,633 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$88K -$20.2K -5,282 -19%
Simplex Trading
36
Simplex Trading
Illinois
$88K +$88K +23,194 New
PWA
37
Principia Wealth Advisory
Texas
$80.7K +$80.7K +21,067 New
Ameriprise
38
Ameriprise
Minnesota
$78.4K -$1.92K -500 -2%
AWP
39
Atlas Wealth Partners
Pennsylvania
$77K +$10.8K +2,825 +16%
KA
40
Kovack Advisors
Florida
$76.6K – – –
XT
41
XTX Topco
Cayman Islands
$74.7K +$74.7K +19,497 New
BMO
42
Beck Mack & Oliver
New York
$74.6K – – –
MAM
43
Morse Asset Management
Connecticut
$66.1K +$66.1K +17,250 New
BCA
44
Bay Colony Advisors
Massachusetts
$60.6K – – –
FRM
45
Foundation Resource Management
Arkansas
$55.8K -$1.92K -500 -3%
LPL Financial
46
LPL Financial
California
$50.7K -$2.03K -529 -4%
CIA
47
Capital Investment Advisors
Georgia
$49.9K -$9.65K -2,519 -16%
WC
48
Waterloo Capital
Texas
$49.4K – – –
WS
49
Wedbush Securities
California
$46K – – –
RC
50
Rahlfs Capital
Texas
$44K +$44K +11,500 New
1
2
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