SJT

San Juan Basin Royalty Trust

100 hedge funds and large institutions have $248M invested in San Juan Basin Royalty Trust in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
24
Reduced
32
Closed
7
Calls
$2.58M
Puts
$1.94M
Net Calls
+$640K
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
76
Evercore Wealth Management
New York
$44K
DAM
77
Delta Asset Management
Tennessee
$43K +$683 +39 +2%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$36K -$45.6K -2,626 -56%
GT
79
Glenmede Trust
Pennsylvania
$35K -$21.9K -1,250 -38%
TCOV
80
Trust Company of Vermont
Vermont
$31K
NES
81
New England Securities
New York
$31K +$509 +29 +2%
Barclays
82
Barclays
United Kingdom
$26K -$20.8K -1,200 -44%
ClearBridge Investments
83
ClearBridge Investments
New York
$26K
FI
84
FCM Investments
Texas
$18K
ECM
85
Estabrook Capital Management
New York
$15.9K
Ameriprise
86
Ameriprise
Minnesota
$14K +$4K +220 +40%
Deutsche Bank
87
Deutsche Bank
Germany
$13K -$3.44K -200 -21%
CFN
88
Cordasco Financial Network
Florida
$11K
WA
89
WFG Advisors
Texas
$9K
WEC
90
Winslow Evans & Crocker
Massachusetts
$7.06K -$7.06K -400 -50%
AFIA
91
America First Investment Advisors
Nebraska
$7K
HI
92
Hudock Inc
Pennsylvania
$5K +$52 +3 +1%
DADC
93
D.A. Davidson & Co
Montana
$4K -$2K -125 -33%
TSW
94
Thompson Siegel & Walmsley
Virginia
$4K
AIG
95
American International Group
New York
$3.62K -$17.6K -1,000 -83%
TWA
96
TCI Wealth Advisors
Arizona
$3K
SAM
97
Shamrock Asset Management
Texas
$3K +$3K +167 New
MWP
98
MYCIO Wealth Partners
Pennsylvania
$1K
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7
GC
100
Guggenheim Capital
Illinois
-$4.71M -281,178 Closed