San Juan Basin Royalty Trust
SJT
46 hedge funds and large institutions have $15.3M invested in San Juan Basin Royalty Trust in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 12 closing their positions.
78% more call options, than puts
Call options by funds: $103K | Put options by funds: $58K
10% more capital invested
Capital invested by funds: $13.9M → $15.3M (+$1.41M)
0.2% more ownership
Funds ownership: 14.2% → 14.4% (+0.2%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
15% less funds holding
Funds holding: 54 → 46 (-8)
67% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Roundview Capital
Princeton,
New Jersey
|
+$189K |
| 2 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
+$139K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$55.1K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$54.9K |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$43.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$92.8K |
| 2 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
-$37K |
| 3 |
BMO
Beck Mack & Oliver
New York
|
-$25.4K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$23K |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$21K |
SJT Hedge Fund Activity: Q2 2020 in Review
46 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q2 2020, worth a combined $15.3M — up 10% from $13.9M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SJT and 4 opened new positions — a net loss of 8 holders — while 10 trimmed existing stakes and 10 added.
The largest buyer was Roundview Capital, adding an estimated $189K. The largest seller was Morgan Stanley, cutting an estimated $92.8K.
- 46 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q2 2020, down from 54 in Q1 2020.
- Funds reported $15.3M of San Juan Basin Royalty Trust stock for Q2 2020, up 10% quarter-over-quarter.
- 4 funds opened new San Juan Basin Royalty Trust positions in Q2 2020 and 12 closed out, a net change of -8 holders.
- The largest San Juan Basin Royalty Trust buyer in Q2 2020 was Roundview Capital, an estimated $189K added.
- The largest San Juan Basin Royalty Trust seller in Q2 2020 was Morgan Stanley, an estimated $92.8K sold.
Based on aggregated 13F filings for Q2 2020.