SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

87 hedge funds and large institutions have $95M invested in San Juan Basin Royalty Trust in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
19
Closed
8
Calls
$852K
Puts
$606K
Net Calls
+$246K
Net Calls Change
-$73K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$3.57M
2
MGAM
2
McGowan Group Asset Management
Texas
$689K
3
AG
3
Aperio Group
California
$730K
4
VF
4
Virtu Financial
New York
$494K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.16M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$0
2
BMO
2
Beck Mack & Oliver
New York
$12.7M
3
Bank of America
3
Bank of America
North Carolina
$1.07M
4
HC
4
Hawkins Capital
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$854K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$93K +$4.12K +502 +5%
BFIM
52
Beese Fulmer Investment Management
Ohio
$90K – – –
KI
53
Koch Industries
Kansas
$85K +$85K +10,336 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$84K +$84K +10,213 New
BIAS
55
Beacon Investment Advisory Services
New Jersey
$82K -$23K -2,800 -22%
AG
56
Advisor Group
Arizona
$82K +$9.92K +1,211 +14%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$72K -$37.9K -4,634 -35%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$52K +$52K +6,280 New
HT
59
Heritage Trust
Oklahoma
$49K – – –
Bessemer Group
60
Bessemer Group
New Jersey
$39K -$17.7K -2,127 -31%
PG
61
PEAK6 Group
Illinois
$31K +$31K +3,798 New
RFC
62
Regions Financial Corp
Alabama
$29K +$29K +3,508 New
SPIA
63
Steward Partners Investment Advisory
New York
$26K +$392 +48 +2%
EWM
64
Evercore Wealth Management
New York
$25K – – –
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$24K +$1.68K +200 +8%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$24K +$20.5K +2,500 +590%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$18K – – –
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$13K – – –
Citigroup
69
Citigroup
New York
$9K – – –
CG
70
Cutler Group
California
$9K +$1.96K +251 +28%
FMP
71
Financial Management Professionals
Texas
$8K – – –
WT
72
Whittier Trust
California
$7K – – –
CBT
73
Central Bank & Trust
Kentucky
$7K – – –
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$7K – – –
GWM
75
Geneos Wealth Management
Colorado
$5K +$1.43K +200 +40%
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