SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

83 hedge funds and large institutions have $88.2M invested in San Juan Basin Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 15 closing their positions.

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
18
Reduced
21
Closed
15
Calls
$2.96M
Puts
$679K
Net Calls
+$2.29M
Net Calls Change
-$4.74M

Top Buyers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$27.5M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$2.42M
3
LPL Financial
3
LPL Financial
California
$2.4M
4
MC
4
Moors & Cabot
Massachusetts
$1.69M
5
KWA
5
Kingswood Wealth Advisors
California
$2.9M

Top Sellers

1
CC
1
Cannell Capital
Wyoming
$13.3M
2
PCM
2
Prelude Capital Management
New York
$2.37M
3
PP
3
Pingora Partners
Wyoming
$382K
4
BFM
4
Boothbay Fund Management
New York
$0
5
FSA
5
Financial Sense Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$72K 12,071 -81,452 -87%
RC
52
Rahlfs Capital
Texas
$68.7K 11,500 +11,500 New
WA
53
Westfuller Advisors
New York
$68.4K 11,430 – –
IFO
54
Intrepid Family Office
Florida
$63.2K 10,574 +10,574 New
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$59.6K 10,000 – –
FGC
56
Financial Gravity Companies
Texas
$38.2K 6,398 +6,398 New
WSFS
57
Wilmington Savings Fund Society
Delaware
$29.9K 5,000 +5,000 New
CCM
58
Chilton Capital Management
Texas
$25.1K 4,200 – –
MCM
59
Manchester Capital Management
Vermont
$21.6K 3,610 +1,710 +90%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$19.3K 3,219 +99 +3%
RIL
61
Rothschild Investment LLC
Illinois
$15.2K 2,537 – –
BlackRock
62
BlackRock
New York
$12.3K 2,051 +1,461 +248%
SC
63
SouthState Corp
Florida
$11.9K 2,000 – –
PWAM
64
Private Wealth Asset Management
Iowa
$7.77K 1,300 +1,300 New
MCM
65
MAI Capital Management
Ohio
$6.87K 1,150 – –
Comerica Bank
66
Comerica Bank
Texas
$5.45K 912 +912 New
SS
67
Sunbelt Securities
Texas
$4.89K 1,275 – –
NFSG
68
Newbridge Financial Services Group
Florida
$4.31K 721 – –
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.59K 600 -5,400 -90%
SPIA
70
Steward Partners Investment Advisory
New York
$3.57K 597 – –
MHR
71
Matthew Hamilton Rosenberg
$3.54K 593 +593 New
BF
72
BOK Financial
Oklahoma
$2.76K 462 – –
MAM
73
Morse Asset Management
Connecticut
$2.69K 450 +450 New
IA
74
IFP Advisors
Florida
$2.36K 395 – –
AF
75
Allworth Financial
California
$1.72K 288 -1 -0.3%
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3
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