SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

81 hedge funds and large institutions have $37.9M invested in San Juan Basin Royalty Trust in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 21 closing their positions.

Holders
81
Holders Change
-15
Holders Change %
-15.63%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
18
Reduced
21
Closed
21
Calls
$680K
Puts
$662K
Net Calls
+$18K
Net Calls Change
-$354K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$14.6M
2
HKAM
2
Horizon Kinetics Asset Management
New York
$4.56M
3
MPM
3
Mountaineer Partners Management
New York
$3.81M
4
MC
4
Moors & Cabot
Massachusetts
$418K
5
Wells Fargo
5
Wells Fargo
California
$1.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$266K
2
SWP
2
Significant Wealth Partners
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$188K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$276K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
51
Rothschild Investment LLC
Illinois
$13.4K – – –
BlackRock
52
BlackRock
New York
$11.4K -$201K -37,903 -95%
NFSG
53
Newbridge Financial Services Group
Florida
$11.4K +$11.4K +2,151 New
VWM
54
Venturi Wealth Management
Texas
$11.3K – – –
SC
55
SouthState Corp
Florida
$10.6K – – –
BBHC
56
Brown Brothers Harriman & Co
New York
$10.6K – – –
Bessemer Group
57
Bessemer Group
New Jersey
$8K – – –
SS
58
Sunbelt Securities
Texas
$6.35K – – –
TAM
59
Tucker Asset Management
Colorado
$5.98K -$1.57K -296 -21%
US Bancorp
60
US Bancorp
Minnesota
$5.48K -$12.2K -2,311 -69%
W
61
WealthCollab
Washington
$5.38K +$4.77K +900 +783%
HCP
62
Hexagon Capital Partners
Arkansas
$5.3K – – –
WT
63
Whittier Trust
California
$4.48K – – –
TRCT
64
Tower Research Capital (TRC)
New York
$3.62K -$43.1K -8,150 -92%
PA
65
Parallel Advisors
California
$3.56K -$4.03K -762 -53%
First Manhattan
66
First Manhattan
New York
$3.17K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$3.16K – – –
IA
68
IFP Advisors
Florida
$2.09K – – –
NF
69
Norwood Financial
Pennsylvania
$1.6K – – –
GWM
70
Geneos Wealth Management
Colorado
$1.59K – – –
AF
71
Allworth Financial
California
$1.52K +$1.22K +230 +404%
S
72
SignatureFD
Georgia
$1.06K -$3.59K -677 -77%
CFB
73
Cullen/Frost Bankers
Texas
$1.06K – – –
PMFA
74
Plante Moran Financial Advisors
Michigan
$1.04K – – –
GRP
75
Global Retirement Partners
California
$397 – – –
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3
4