SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

93 hedge funds and large institutions have $72.9M invested in San Juan Basin Royalty Trust in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 28 closing their positions.

Holders
93
Holders Change
-9
Holders Change %
-8.82%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
24
Reduced
29
Closed
28
Calls
$11.9M
Puts
$6.28M
Net Calls
+$5.57M
Net Calls Change
-$13.1M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$14M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.97M
3
UBS Group
3
UBS Group
Switzerland
$2.19M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.39M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.48M

Top Sellers

1
KPF
1
K2 Principal Fund
Ontario, Canada
$12.1M
2
MTC
2
McDaniel Terry & Co
Texas
$5.95M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
JFG
4
Jefferies Financial Group
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
76
Hexagon Capital Partners
Arkansas
$10.5K – – –
WT
77
Whittier Trust
California
$8.9K – – –
S
78
SignatureFD
Georgia
$8.23K -$3.83K -364 -32%
SCA
79
Stonebridge Capital Advisors
Minnesota
$8.12K +$346 +33 +4%
PA
80
PSI Advisors
Florida
$5.58K +$2.63K +250 +89%
CWM
81
Compass Wealth Management
Connecticut
$3.68K – – –
NF
82
Norwood Financial
Pennsylvania
$3.18K – – –
GWM
83
Geneos Wealth Management
Colorado
$3.16K +$3.16K +300 New
PMFA
84
Plante Moran Financial Advisors
Michigan
$2.07K – – –
HGERS
85
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +201 New
QCG
86
Quadrant Capital Group
Ohio
$1.74K – – –
IA
87
IFP Advisors
Florida
$1.64K -$654 -100 -29%
C
88
Covestor
United Kingdom
$1K -$15.4K -1,830 -94%
BEI
89
Benjamin Edwards Inc
Missouri
$1K +$1K +125 New
GRP
90
Global Retirement Partners
California
$512 – – –
LF
91
Lee Financial
Texas
$369 – – –
AF
92
Allworth Financial
California
$358 +$11 +1 +3%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$11 +$11 +1 New
HighTower Advisors
94
HighTower Advisors
Illinois
– -$2.46M -215,472 Closed
JFG
95
Jefferies Financial Group
New York
– -$2M -175,000 Closed
QC
96
Quadrature Capital
United Kingdom
– -$678K -59,442 Closed
CAMG
97
CWA Asset Management Group
Florida
– -$650K -56,929 Closed
AWM
98
AE Wealth Management
Kansas
– -$575K -50,312 Closed
CAN
99
Cetera Advisor Networks
California
– -$438K -38,393 Closed
EHC
100
Everett Harris & Co
California
– -$274K -24,004 Closed
1 2 3
4
5