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SJT

San Juan Basin Royalty Trust
SJT

77 hedge funds and large institutions have $26.1M invested in San Juan Basin Royalty Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $24.7M → $26.1M (+$1.39M)

2.09% more ownership

Funds ownership: 13.08% → 15.17% (+2.1%)

1% more funds holding

Funds holding: 76 → 77 (+1)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

71% less call options, than puts

Call options by funds: $157K | Put options by funds: $549K

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
16
Closed
10
Calls
$157K
Puts
$549K
Net Calls
-$392K
Net Calls Change
-$158K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.21M
2
CC
Cannell Capital
Wyoming
+$1.71M
3
HKAM
Horizon Kinetics Asset Management
New York
+$908K
4
PCM
Prelude Capital Management
New York
+$731K
5
Two Sigma Investments
Two Sigma Investments
New York
+$356K

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$2.1M
2
Wells Fargo
Wells Fargo
California
-$541K
3
UBS Group
UBS Group
Switzerland
-$423K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$91.8K
5
MPM
Mountaineer Partners Management
New York
-$70.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
51
Farther Finance Advisors
California
$11.1K – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$10.7K +$6.01K +1,608 +124%
RIL
53
Rothschild Investment LLC
Illinois
$9.39K – – –
SS
54
Sunbelt Securities
Texas
$9.16K +$4.77K +1,275 +106%
VWM
55
Venturi Wealth Management
Texas
$7.87K – – –
BBHC
56
Brown Brothers Harriman & Co
New York
$7.4K – – –
SC
57
SouthState Corp
Florida
$7.36K – – –
MCM
58
Manchester Capital Management
Vermont
$7.03K +$7.11K +1,900 New
BlackRock
59
BlackRock
New York
$4.67K -$310 -83 -6%
W
60
WealthCollab
Washington
$2.57K – – –
PA
61
Parallel Advisors
California
$2.49K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$2.21K – – –
IAIM
63
International Assets Investment Management
Florida
$2K +$20.2K +5,400 +270%
TRCT
64
Tower Research Capital (TRC)
New York
$1.79K -$6.05K -1,617 -77%
BF
65
BOK Financial
Oklahoma
$1.77K +$1.73K +462 New
IA
66
IFP Advisors
Florida
$1.46K – – –
AF
67
Allworth Financial
California
$1.06K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1K +$748 +200 New
TAM
69
Tucker Asset Management
Colorado
$973 – – –
CAM
70
Creekmur Asset Management
Illinois
$921 -$950 -254 -50%
CFB
71
Cullen/Frost Bankers
Texas
$740 – – –
S
72
SignatureFD
Georgia
$736 – – –
PMFA
73
Plante Moran Financial Advisors
Michigan
$725 – – –
GRP
74
Global Retirement Partners
California
$278 – – –
NRG
75
Nemes Rush Group
Michigan
$21 – – –
1 2
3
4

SJT Hedge Fund Activity: Q3 2024 in Review

77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q3 2024, worth a combined $26.1M — up 5.6% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SJT positions and 10 closed out — a net gain of 2 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.21M. The largest seller was OneDigital Investment Advisors, exiting entirely with an estimated $2.1M sold.

  • 77 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $26.1M of San Juan Basin Royalty Trust stock for Q3 2024, up 5.6% quarter-over-quarter.
  • 12 funds opened new San Juan Basin Royalty Trust positions in Q3 2024 and 10 closed out, a net change of +2 holders.
  • The largest San Juan Basin Royalty Trust buyer in Q3 2024 was Morgan Stanley, an estimated $2.21M added.
  • The largest San Juan Basin Royalty Trust seller in Q3 2024 was OneDigital Investment Advisors, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2024.