SJT

San Juan Basin Royalty Trust

85 hedge funds and large institutions have $72.2M invested in San Juan Basin Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
18
Reduced
19
Closed
11
Calls
$7.35M
Puts
$325K
Net Calls
+$7.03M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Shares
Change %
WS
51
Wedbush Securities
California
$66K
LPL Financial
52
LPL Financial
California
$65.8K -$7.37K -1,333 -10%
WA
53
Westfuller Advisors
New York
$63.2K +$63.2K +11,430 New
DIM
54
Delta Investment Management
California
$60.2K
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$55.2K
PC
56
Pecaut & Co
Iowa
$55.2K
FGAM
57
Financial Gravity Asset Management
Texas
$35.3K +$35.3K +6,398 New
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.2K -$1.66K -300 -5%
CCM
59
Chilton Capital Management
Texas
$23.2K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$17.3K -$3.18K -575 -16%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$17K
FFA
62
Farther Finance Advisors
California
$16.8K
RIL
63
Rothschild Investment LLC
Illinois
$14K
BBHC
64
Brown Brothers Harriman & Co
New York
$11.1K
SC
65
SouthState Corp
Florida
$11K
MCM
66
Manchester Capital Management
Vermont
$10.5K
SS
67
Sunbelt Securities
Texas
$7.05K
MCM
68
MAI Capital Management
Ohio
$6.35K
NFSG
69
Newbridge Financial Services Group
Florida
$3.99K -$8.06K -1,458 -67%
SPIA
70
Steward Partners Investment Advisory
New York
$3.3K
BlackRock
71
BlackRock
New York
$3.26K -$210 -38 -6%
BF
72
BOK Financial
Oklahoma
$2.56K
IA
73
IFP Advisors
Florida
$2.18K
TRCT
74
Tower Research Capital (TRC)
New York
$1.86K -$6.27K -1,134 -77%
SO
75
Sierra Ocean
California
$1.82K +$1.82K +330 New