SJT

San Juan Basin Royalty Trust

83 hedge funds and large institutions have $62M invested in San Juan Basin Royalty Trust in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
17
Increased
23
Reduced
19
Closed
17
Calls
$25.6M
Puts
$8.37M
Net Calls
+$17.2M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
51
Lazard Asset Management
New York
$143K
VF
52
Virtu Financial
New York
$127K -$255K -27,233 -67%
Ameriprise
53
Ameriprise
Minnesota
$109K +$109K +11,569 New
SFI
54
Susquehanna Fundamental Investments
Pennsylvania
$109K +$109K +11,597 New
TRCT
55
Tower Research Capital (TRC)
New York
$61K +$31.1K +3,310 +104%
QT
56
Quantbot Technologies
New York
$43K +$43K +4,672 New
US Bancorp
57
US Bancorp
Minnesota
$41K +$2.11K +223 +5%
CFB
58
Cullen/Frost Bankers
Texas
$30K
SPIA
59
Steward Partners Investment Advisory
New York
$25K +$13.7K +1,443 +122%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$25K +$19.6K +2,037 +367%
FF
61
FourThought Financial
Florida
$20K
SC
62
SouthState Corp
Florida
$19K
BBHC
63
Brown Brothers Harriman & Co
New York
$19K +$19K +2,000 New
SSG
64
Summit Securities Group
New York
$18K -$337K -35,600 -95%
PTC
65
Private Trust Company
Ohio
$15K
Bessemer Group
66
Bessemer Group
New Jersey
$15K
S
67
SignatureFD
Georgia
$11K +$5.33K +564 +94%
HCP
68
Hexagon Capital Partners
Arkansas
$9K +$9K +1,000 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$9K +$9K +1,055 New
WT
70
Whittier Trust
California
$8K
APA
71
American Portfolios Advisors
New York
$7.45K
IA
72
IFP Advisors
Florida
$6K
PA
73
Parallel Advisors
California
$6K +$121 +12 +2%
WFA
74
Wipfli Financial Advisors
Wisconsin
$6K +$6K +639 New
SCA
75
Stonebridge Capital Advisors
Minnesota
$5K -$19.6K -1,959 -80%