SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

100 hedge funds and large institutions have $47.1M invested in San Juan Basin Royalty Trust in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
31
Reduced
24
Closed
11
Calls
$6.51M
Puts
$2.05M
Net Calls
+$4.46M
Net Calls Change
-$1.11M

Top Buyers

1
PIWA
1
Prevail Innovative Wealth Advisors
Kansas
$3.76M
2
BPA
2
Beacon Pointe Advisors
California
$1.04M
3
Jane Street
3
Jane Street
New York
$893K
4
WA
4
Waverly Advisors
Alabama
$298K
5
SHWM
5
Silicon Hills Wealth Management
Texas
$298K

Top Sellers

1
KPF
1
K2 Principal Fund
Ontario, Canada
$713K
2
UBS Group
2
UBS Group
Switzerland
$580K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$440K
4
LPL Financial
4
LPL Financial
California
$0
5
Wells Fargo
5
Wells Fargo
California
$736K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$119K 16,000 +1,375 +9%
Lazard Asset Management
52
Lazard Asset Management
New York
$113K 15,317 – –
KA
53
Kovack Advisors
Florida
$111K 15,000 – –
AAS
54
Avantax Advisory Services
Texas
$95.6K 12,865 +12,865 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$93K 12,610 +1,344 +12%
EFS
56
Essex Financial Services
Connecticut
$90K 12,107 -36,190 -75%
Wolverine Trading
57
Wolverine Trading
Illinois
$82.7K 11,100 +11,100 New
CAN
58
Cetera Advisor Networks
California
$80.6K 10,851 +10,851 New
State Street
59
State Street
Massachusetts
$80.6K 10,822 -236 -2%
SW
60
SVB Wealth
Massachusetts
$78.2K 10,525 -1,996 -16%
Ameriprise
61
Ameriprise
Minnesota
$77.7K 10,459 -5,984 -36%
CG
62
Cutler Group
California
$76K 10,275 +6,768 +193%
Corient Private Wealth
63
Corient Private Wealth
Florida
$75K 10,100 +10,100 New
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$74K 10,000 – –
NFSG
65
Newbridge Financial Services Group
Florida
$68.3K 9,198 +5,366 +140%
CCM
66
Chilton Capital Management
Texas
$62.2K 8,400 – –
VAG
67
VisionPoint Advisory Group
Texas
$60.3K 8,150 +8,150 New
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.3K 7,575 +4,075 +116%
US Bancorp
69
US Bancorp
Minnesota
$38.6K 5,200 -163 -3%
Citadel Advisors
70
Citadel Advisors
Florida
$38.4K 5,170 +5,170 New
CFB
71
Cullen/Frost Bankers
Texas
$29.4K 3,962 +33 +0.8%
SS
72
Sunbelt Securities
Texas
$28.5K 3,847 +181 +5%
VWM
73
Venturi Wealth Management
Texas
$15.8K 2,128 – –
SPIA
74
Steward Partners Investment Advisory
New York
$15K 2,017 – –
BBHC
75
Brown Brothers Harriman & Co
New York
$14.9K 2,000 – –
1 2
3
4 5