SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

98 hedge funds and large institutions have $27.6M invested in San Juan Basin Royalty Trust in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
36
Reduced
23
Closed
11
Calls
$2.8M
Puts
$1.42M
Net Calls
+$1.37M
Net Calls Change
-$3.09M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$994K
2
Wells Fargo
2
Wells Fargo
California
$1.44M
3
TFCP
3
Twin Focus Capital Partners
Massachusetts
$1.5M
4
AA
4
ALPS Advisors
Colorado
$353K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$136K

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
PIWA
2
Prevail Innovative Wealth Advisors
Kansas
$0
3
MTC
3
McDaniel Terry & Co
Texas
$2.2M
4
SSA
4
Schonfeld Strategic Advisors
New York
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HCP
76
Hexagon Capital Partners
Arkansas
$6.91K 1,000 – –
CG
77
Cutler Group
California
$6K 975 -9,300 -91%
WT
78
Whittier Trust
California
$5.86K 846 – –
SCA
79
Stonebridge Capital Advisors
Minnesota
$5.69K 823 +5 +0.6%
S
80
SignatureFD
Georgia
$5.29K 764 -715 -48%
First Manhattan
81
First Manhattan
New York
$4.16K 600 – –
SPIA
82
Steward Partners Investment Advisory
New York
$4.14K 597 -1,420 -70%
MIM
83
Macroview Investment Management
Maryland
$4.1K 593 – –
QCG
84
Quadrant Capital Group
Ohio
$4.08K 590 +590 New
IA
85
IFP Advisors
Florida
$2.74K 395 – –
NF
86
Norwood Financial
Pennsylvania
$2.09K 302 – –
GWM
87
Geneos Wealth Management
Colorado
$2.08K 300 – –
AF
88
Allworth Financial
California
$1.57K 227 +48 +27%
GI
89
Gradient Investments
Minnesota
$1.49K 215 +215 New
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$1.39K 200 +200 New
PMFA
91
Plante Moran Financial Advisors
Michigan
$1.36K 197 – –
GRP
92
Global Retirement Partners
California
$1.17K 175 +100 +133%
PA
93
PSI Advisors
Florida
$1.04K 150 -380 -72%
C
94
Covestor
United Kingdom
$1K 114 – –
Belvedere Trading
95
Belvedere Trading
Illinois
$471 68 +68 New
TRCT
96
Tower Research Capital (TRC)
New York
$312 45 -198 -81%
LF
97
Lee Financial
Texas
$243 35 – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$7 1 – –
IPW
99
Impact Partnership Wealth
Georgia
– – -1 Closed
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
– – -1,335,500 Closed
1 2 3
4
5