SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

100 hedge funds and large institutions have $47.1M invested in San Juan Basin Royalty Trust in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
31
Reduced
24
Closed
11
Calls
$6.51M
Puts
$2.05M
Net Calls
+$4.46M
Net Calls Change
-$1.11M

Top Buyers

1
PIWA
1
Prevail Innovative Wealth Advisors
Kansas
$3.76M
2
BPA
2
Beacon Pointe Advisors
California
$1.04M
3
Jane Street
3
Jane Street
New York
$893K
4
WA
4
Waverly Advisors
Alabama
$298K
5
SHWM
5
Silicon Hills Wealth Management
Texas
$298K

Top Sellers

1
KPF
1
K2 Principal Fund
Ontario, Canada
$713K
2
UBS Group
2
UBS Group
Switzerland
$580K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$440K
4
LPL Financial
4
LPL Financial
California
$0
5
Wells Fargo
5
Wells Fargo
California
$736K
Name Market Value Shares Shares
Change 		Shares
Change %
SC
76
SouthState Corp
Florida
$14.8K 2,000 – –
Bessemer Group
77
Bessemer Group
New Jersey
$12K 1,600 – –
PTC
78
Private Trust Company
Ohio
$11.5K 1,554 – –
PA
79
Parallel Advisors
California
$11.5K 1,546 -344 -18%
S
80
SignatureFD
Georgia
$11K 1,479 +697 +89%
HNB
81
Huntington National Bank
Ohio
$7.43K 1,000 +1,000 New
HCP
82
Hexagon Capital Partners
Arkansas
$7.4K 1,000 – –
TAM
83
Tucker Asset Management
Colorado
$6.77K 911 +911 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$6.74K 907 +907 New
WT
85
Whittier Trust
California
$6.29K 846 – –
SCA
86
Stonebridge Capital Advisors
Minnesota
$6.05K 818 +45 +6%
First Manhattan
87
First Manhattan
New York
$4.46K 600 +600 New
MIM
88
Macroview Investment Management
Maryland
$4.39K 593 +593 New
PA
89
PSI Advisors
Florida
$3.94K 530 – –
IA
90
IFP Advisors
Florida
$2.94K 395 +145 +58%
NF
91
Norwood Financial
Pennsylvania
$2.24K 302 – –
GWM
92
Geneos Wealth Management
Colorado
$2.23K 300 – –
TRCT
93
Tower Research Capital (TRC)
New York
$1.81K 243 -3,303 -93%
PMFA
94
Plante Moran Financial Advisors
Michigan
$1.46K 197 – –
AF
95
Allworth Financial
California
$1.33K 179 +145 +426%
C
96
Covestor
United Kingdom
$1K 114 -5 -4%
GRP
97
Global Retirement Partners
California
$557 75 – –
LF
98
Lee Financial
Texas
$261 35 – –
IPW
99
Impact Partnership Wealth
Georgia
$10 1 +1 New
Fidelity Investments
100
Fidelity Investments
Massachusetts
$7 1 – –
1 2 3
4
5