We are live on ! Find out more
SJT

San Juan Basin Royalty Trust

87 hedge funds and large institutions have $34.5M 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, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

43% more call options, than puts

Call options by funds: $402K | Put options by funds: $282K

32% more capital invested

Capital invested by funds: $26.1M → $34.5M (+$8.42M)

13% more funds holding

Funds holding: 7787 (+10)

4.17% more ownership

Funds ownership: 15.17%19.34% (+4.2%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% 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
19
Closed
9
Calls
$402K
Puts
$282K
Net Calls
+$120K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$163K +$129K +32,321 +319%
CHAM
27
Clear Harbor Asset Management
Connecticut
$147K +$153K +38,261 New
MIM
28
Meixler Investment Management
Arizona
$145K +$6K +1,500 +4%
FFB
29
First Financial Bankshares
Texas
$144K
Osaic Holdings
30
Osaic Holdings
Arizona
$117K -$3.2K -800 -3%
HT
31
Heritage Trust
Oklahoma
$116K +$121K +30,201 New
RC
32
Roundview Capital
New Jersey
$115K
ISL
33
Ingalls & Snyder LLC
New York
$110K -$108K -27,044 -49%
OIA
34
OneDigital Investment Advisors
Kansas
$109K +$114K +28,565 New
PAG
35
Private Advisor Group
New Jersey
$102K +$107K +26,633 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$88K -$21.1K -5,282 -19%
Simplex Trading
37
Simplex Trading
Illinois
$88K +$92.8K +23,194 New
PWA
38
Principia Wealth Advisory
Texas
$80.7K +$84.3K +21,067 New
Ameriprise
39
Ameriprise
Minnesota
$78.4K -$2K -500 -2%
AWP
40
Atlas Wealth Partners
Pennsylvania
$77K +$11.3K +2,825 +16%
KA
41
Kovack Advisors
Florida
$76.6K
XT
42
XTX Topco
Cayman Islands
$74.7K +$78K +19,497 New
BMO
43
Beck Mack & Oliver
New York
$74.6K
MAM
44
Morse Asset Management
Connecticut
$66.1K +$69K +17,250 New
BCA
45
Bay Colony Advisors
Massachusetts
$60.6K
FRM
46
Foundation Resource Management
Arkansas
$55.8K -$2K -500 -3%
LPL Financial
47
LPL Financial
California
$50.7K -$2.12K -529 -4%
CIA
48
Capital Investment Advisors
Georgia
$49.9K -$10.1K -2,519 -16%
WC
49
Waterloo Capital
Texas
$49.4K
WS
50
Wedbush Securities
California
$46K

SJT Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q4 2024, worth a combined $34.5M — up 32% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SJT positions and 9 closed out — a net gain of 13 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $2.81M. The largest seller was Susquehanna International Group, cutting an estimated $352K.

  • 87 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $34.5M of San Juan Basin Royalty Trust stock for Q4 2024, up 32% quarter-over-quarter.
  • 22 funds opened new San Juan Basin Royalty Trust positions in Q4 2024 and 9 closed out, a net change of +13 holders.
  • The largest San Juan Basin Royalty Trust buyer in Q4 2024 was Ashton Thomas Private Wealth, an estimated $2.81M added.
  • The largest San Juan Basin Royalty Trust seller in Q4 2024 was Susquehanna International Group, an estimated $352K sold.

Based on aggregated 13F filings for Q4 2024.