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SJT

San Juan Basin Royalty Trust
SJT

87 hedge funds and large institutions have $34.5M invested in San Juan Basin Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

43% more call options, than puts

Call options by funds: $402K | Put options by funds: $282K

32% more capital invested

Capital invested by funds: $26.1M → $34.5M (+$8.42M)

13% more funds holding

Funds holding: 77 → 87 (+10)

4.17% more ownership

Funds ownership: 15.17% → 19.34% (+4.2%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
13
Reduced
19
Closed
9
Calls
$402K
Puts
$282K
Net Calls
+$120K
Net Calls Change
+$512K

Top Buyers

Rank Fund Capital Flow
1
ATPW
Ashton Thomas Private Wealth
Arizona
+$2.81M
2
HKAM
Horizon Kinetics Asset Management
New York
+$2.09M
3
CC
Cannell Capital
Wyoming
+$1.77M
4
RA
RR Advisors
Texas
+$572K
5
BPA
Beacon Pointe Advisors
California
+$396K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$352K
2
VF
Virtu Financial
New York
-$150K
3
ISL
Ingalls & Snyder LLC
New York
-$108K
4
SOW
State of Wyoming
Wyoming
-$94.3K
5
Wells Fargo
Wells Fargo
California
-$88.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
51
Rahlfs Capital
Texas
$44K +$46K +11,500 New
OA
52
Oxbow Advisors
Texas
$42.8K +$44.7K +11,172 New
DIM
53
Delta Investment Management
California
$41.8K – – –
Mariner
54
Mariner
Kansas
$40.2K +$42K +10,506 New
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$38.3K – – –
PC
56
Pecaut & Co
Iowa
$38.3K +$40K +10,000 New
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.1K – – –
Group One Trading
58
Group One Trading
Illinois
$17K -$66.4K -16,600 -79%
CCM
59
Chilton Capital Management
Texas
$16.1K -$16.8K -4,200 -50%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$14.2K +$3.17K +792 +27%
FFA
61
Farther Finance Advisors
California
$11.5K – – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$11K +$12K +3,000 New
RIL
63
Rothschild Investment LLC
Illinois
$9.72K – – –
NFSG
64
Newbridge Financial Services Group
Florida
$8.35K +$8.72K +2,179 New
VWM
65
Venturi Wealth Management
Texas
$8.15K – – –
BBHC
66
Brown Brothers Harriman & Co
New York
$7.66K – – –
SC
67
SouthState Corp
Florida
$7.66K – – –
MCM
68
Manchester Capital Management
Vermont
$7.28K – – –
TRCT
69
Tower Research Capital (TRC)
New York
$5.63K +$3.95K +987 +204%
AWM
70
Accredited Wealth Management
Kentucky
$5.16K +$5.39K +1,348 New
SS
71
Sunbelt Securities
Texas
$4.92K -$4.8K -1,200 -48%
MCM
72
MAI Capital Management
Ohio
$4.41K +$4.6K +1,150 New
BlackRock
73
BlackRock
New York
$2.4K -$2.54K -634 -50%
SPIA
74
Steward Partners Investment Advisory
New York
$2.29K – – –
BF
75
BOK Financial
Oklahoma
$1.97K – – –
1 2
3
4

SJT Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q4 2024, worth a combined $34.5M — up 32% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SJT positions and 9 closed out — a net gain of 13 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $2.81M. The largest seller was Susquehanna International Group, cutting an estimated $352K.

  • 87 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $34.5M of San Juan Basin Royalty Trust stock for Q4 2024, up 32% quarter-over-quarter.
  • 22 funds opened new San Juan Basin Royalty Trust positions in Q4 2024 and 9 closed out, a net change of +13 holders.
  • The largest San Juan Basin Royalty Trust buyer in Q4 2024 was Ashton Thomas Private Wealth, an estimated $2.81M added.
  • The largest San Juan Basin Royalty Trust seller in Q4 2024 was Susquehanna International Group, an estimated $352K sold.

Based on aggregated 13F filings for Q4 2024.