SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

96 hedge funds and large institutions have $26.4M invested in San Juan Basin Royalty Trust in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 22 closing their positions.

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
24
Reduced
24
Closed
22
Calls
$1M
Puts
$631K
Net Calls
+$372K
Net Calls Change
-$999K

Top Buyers

1
SWP
1
Significant Wealth Partners
Illinois
$2.96M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.75M
3
PP
3
Pingora Partners
Wyoming
$1.45M
4
BBL
4
Beck Bode LLC
Massachusetts
$2.15M
5
Wells Fargo
5
Wells Fargo
California
$1.45M

Top Sellers

1
TFCP
1
Twin Focus Capital Partners
Massachusetts
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
BI
3
Bramshill Investments
Florida
$35.8K
4
HF
4
HRT Financial
New York
$0
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$54.2K 10,662 -197 -2%
CAN
52
Cetera Advisor Networks
California
$53.4K 10,514 -2,231 -18%
AWM
53
AE Wealth Management
Kansas
$52.4K 10,367 +10,367 New
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$51.1K 10,000 – –
TRCT
55
Tower Research Capital (TRC)
New York
$44.9K 8,834 +8,789 +19,531%
CCM
56
Chilton Capital Management
Texas
$42.6K 8,400 – –
VAG
57
VisionPoint Advisory Group
Texas
$42.2K 8,321 +8,321 New
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.7K 7,625 – –
BI
59
Bramshill Investments
Florida
$35.8K 6,972 -133,126 -95%
HCM
60
Highlander Capital Management
New Jersey
$35.6K 7,000 +2,000 +40%
UBS Group
61
UBS Group
Switzerland
$28.9K 5,696 +2,571 +82%
ASN
62
Advisory Services Network
Georgia
$22.7K 4,469 -23,085 -84%
US Bancorp
63
US Bancorp
Minnesota
$17K 3,347 +1,114 +50%
FFA
64
Farther Finance Advisors
California
$15.2K 3,000 +3,000 New
RIL
65
Rothschild Investment LLC
Illinois
$12.9K 2,537 +2,537 New
VWM
66
Venturi Wealth Management
Texas
$10.8K 2,128 – –
BBHC
67
Brown Brothers Harriman & Co
New York
$10.2K 2,000 – –
SC
68
SouthState Corp
Florida
$10.1K 2,000 – –
Bessemer Group
69
Bessemer Group
New Jersey
$8K 1,600 – –
PTC
70
Private Trust Company
Ohio
$7.89K 1,554 – –
PA
71
Parallel Advisors
California
$7.28K 1,434 – –
TAM
72
Tucker Asset Management
Colorado
$7.23K 1,425 +205 +17%
SS
73
Sunbelt Securities
Texas
$6.1K 1,200 – –
HCP
74
Hexagon Capital Partners
Arkansas
$5.07K 1,000 – –
CAS
75
Coppell Advisory Solutions
Texas
$4.56K 900 +900 New
1 2
3
4 5