SJT

San Juan Basin Royalty Trust

85 hedge funds and large institutions have $72.2M invested in San Juan Basin Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
18
Reduced
19
Closed
11
Calls
$7.35M
Puts
$325K
Net Calls
+$7.03M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$291K +$55.8K +10,082 +24%
Bank of America
27
Bank of America
North Carolina
$267K -$310K -56,085 -54%
ASN
28
Advisory Services Network
Georgia
$267K +$267K +48,227 New
AG
29
AmeriFlex Group
Nevada
$260K -$39.3K -7,100 -13%
WA
30
Waverly Advisors
Alabama
$239K
MIM
31
Meixler Investment Management
Arizona
$224K +$14.7K +2,650 +7%
FFB
32
First Financial Bankshares
Texas
$207K
Osaic Holdings
33
Osaic Holdings
Arizona
$196K +$26.6K +4,811 +16%
CHAM
34
Clear Harbor Asset Management
Connecticut
$170K -$41.1K -7,436 -19%
HT
35
Heritage Trust
Oklahoma
$167K
RC
36
Roundview Capital
New Jersey
$166K
ISL
37
Ingalls & Snyder LLC
New York
$158K
Group One Trading
38
Group One Trading
Illinois
$134K +$110K +19,853 +447%
AWP
39
Atlas Wealth Partners
Pennsylvania
$134K +$23.4K +4,250 +21%
WG
40
Welch Group
Alabama
$121K +$121K +22,008 New
Jane Street
41
Jane Street
New York
$116K -$206K -37,248 -64%
Ameriprise
42
Ameriprise
Minnesota
$113K
KA
43
Kovack Advisors
Florida
$111K
FWM
44
Fonville Wealth Management
Virginia
$102K +$102K +18,475 New
Northern Trust
45
Northern Trust
Illinois
$96.2K +$96.2K +17,403 New
BMO
46
Beck Mack & Oliver
New York
$91.1K -$16.6K -3,000 -15%
BCA
47
Bay Colony Advisors
Massachusetts
$87.7K
OIA
48
OneDigital Investment Advisors
Kansas
$84.1K -$73.9K -13,366 -47%
FRM
49
Foundation Resource Management
Arkansas
$80.5K
WC
50
Waterloo Capital
Texas
$71.3K