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SJT

San Juan Basin Royalty Trust

88 hedge funds and large institutions have $79.1M invested in San Juan Basin Royalty Trust in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

2.15% more ownership

Funds ownership: 33.15%35.3% (+2.1%)

1% less funds holding

Funds holding: 8988 (-1)

9% less capital invested

Capital invested by funds: $86.8M → $79.1M (-$7.77M)

69% less call options, than puts

Call options by funds: $382K | Put options by funds: $1.23M

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
16
Closed
6
Calls
$382K
Puts
$1.23M
Net Calls
-$847K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$68K +$16.4K +3,000 +27%
WS
52
Wedbush Securities
California
$65K
VSQM
53
V-Square Quantitative Management
Illinois
$55K
WA
54
Westfuller Advisors
New York
$55K
RC
55
Rahlfs Capital
Texas
$52.8K
SWP
56
Stratos Wealth Partners
Ohio
$50.8K +$57.9K +10,570 New
Pathstone Holdings
57
Pathstone Holdings
New Jersey
$50.1K
KA
58
Kovack Advisors
Florida
$48.7K
ACA
59
Aptus Capital Advisors
Alabama
$48.1K +$54.8K +10,000 New
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$48K
EFA
61
Evernest Financial Advisors
Indiana
$46.4K
SFG
62
SevenBridge Financial Group
Pennsylvania
$44.8K +$54.8K +10,000 New
Simplex Trading
63
Simplex Trading
Illinois
$31.2K -$22.1K -4,041 -38%
AG
64
AmeriFlex Group
Nevada
$24.5K
WSFS
65
Wilmington Savings Fund Society
Delaware
$24.1K
Group One Trading
66
Group One Trading
Illinois
$22.6K -$31.2K -5,695 -55%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$19.4K +$22.1K +4,037 New
EI
68
EFG International
$14.9K
IAIM
69
International Assets Investment Management
Florida
$13.9K
RIL
70
Rothschild Investment LLC
Illinois
$13.2K +$2.19K +400 +17%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$10.7K -$1.73K -315 -12%
SC
72
SouthState Corp
Florida
$9.6K
SPIA
73
Steward Partners Investment Advisory
New York
$8K +$1.21K +220 +15%
MAM
74
Morse Asset Management
Connecticut
$6.77K -$16.4K -2,990 -68%
SS
75
Sunbelt Securities
Texas
$6.13K