SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

75 hedge funds and large institutions have $24.3M invested in San Juan Basin Royalty Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
18
Closed
14
Calls
$317K
Puts
$551K
Net Calls
-$234K
Net Calls Change
-$252K

Top Buyers

1
CC
1
Cannell Capital
Wyoming
$3.78M
2
OIA
2
OneDigital Investment Advisors
Kansas
$2.1M
3
LSC
3
Lesa Sroufe & Co
Washington
$1.1M
4
HKAM
4
Horizon Kinetics Asset Management
New York
$4.26M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$693K

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
BBL
2
Beck Bode LLC
Massachusetts
$0
3
BPA
3
Beacon Pointe Advisors
California
$88.9K
4
Wells Fargo
4
Wells Fargo
California
$1.05M
5
GWM
5
Glass Wealth Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
51
Brown Brothers Harriman & Co
New York
$8.12K – – –
IAIM
52
International Assets Investment Management
Florida
$8.12K +$8.12K +2,000 New
SC
53
SouthState Corp
Florida
$8.08K – – –
Bessemer Group
54
Bessemer Group
New Jersey
$7K – – –
BlackRock
55
BlackRock
New York
$5.46K -$3.31K -816 -38%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$5.26K +$5.25K +1,294 +129,400%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$5K -$9.17K -2,200 -65%
SS
58
Sunbelt Securities
Texas
$4.87K – – –
W
59
WealthCollab
Washington
$2.82K -$1.28K -316 -31%
PA
60
Parallel Advisors
California
$2.73K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$2.43K – – –
CAM
62
Creekmur Asset Management
Illinois
$2.04K -$20.2K -4,964 -91%
ATPW
63
Ashton Thomas Private Wealth
Arizona
$2.03K +$2.03K +500 New
IA
64
IFP Advisors
Florida
$1.6K – – –
GWM
65
Geneos Wealth Management
Colorado
$1.22K – – –
AF
66
Allworth Financial
California
$1.16K +$4 +1 +0.3%
TAM
67
Tucker Asset Management
Colorado
$1.07K -$3.5K -865 -77%
CFB
68
Cullen/Frost Bankers
Texas
$812 – – –
S
69
SignatureFD
Georgia
$808 – – –
PMFA
70
Plante Moran Financial Advisors
Michigan
$796 – – –
GRP
71
Global Retirement Partners
California
$305 – – –
NA
72
NewEdge Advisors
Louisiana
$16 -$216 -54 -93%
NRG
73
Nemes Rush Group
Michigan
$16 – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$4 – – –
GI
75
Gradient Investments
Minnesota
$3 – – –
1 2
3
4