SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

96 hedge funds and large institutions have $26.4M invested in San Juan Basin Royalty Trust in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 22 closing their positions.

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
24
Reduced
24
Closed
22
Calls
$1M
Puts
$631K
Net Calls
+$372K
Net Calls Change
-$999K

Top Buyers

1
SWP
1
Significant Wealth Partners
Illinois
$2.96M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.75M
3
PP
3
Pingora Partners
Wyoming
$1.45M
4
BBL
4
Beck Bode LLC
Massachusetts
$2.15M
5
Wells Fargo
5
Wells Fargo
California
$1.45M

Top Sellers

1
TFCP
1
Twin Focus Capital Partners
Massachusetts
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
BI
3
Bramshill Investments
Florida
$35.8K
4
HF
4
HRT Financial
New York
$0
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
S
76
SignatureFD
Georgia
$4.45K 877 +113 +15%
WT
77
Whittier Trust
California
$4.3K 846 – –
First Manhattan
78
First Manhattan
New York
$3.05K 600 – –
SPIA
79
Steward Partners Investment Advisory
New York
$3.03K 597 – –
IA
80
IFP Advisors
Florida
$2.01K 395 – –
QCG
81
Quadrant Capital Group
Ohio
$1.72K 339 -251 -43%
NF
82
Norwood Financial
Pennsylvania
$1.53K 302 – –
GWM
83
Geneos Wealth Management
Colorado
$1.52K 300 – –
CFB
84
Cullen/Frost Bankers
Texas
$1.02K 200 -3,766 -95%
PMFA
85
Plante Moran Financial Advisors
Michigan
$999 197 – –
W
86
WealthCollab
Washington
$584 115 +115 New
SA
87
Scarborough Advisors
Maryland
$460 91 +91 New
GRP
88
Global Retirement Partners
California
$402 75 -100 -57%
LC
89
Lindbrook Capital
California
$381 75 +75 New
AF
90
Allworth Financial
California
$289 57 -170 -75%
LF
91
Lee Financial
Texas
$178 35 – –
NRG
92
Nemes Rush Group
Michigan
$21 4 +4 New
NA
93
NewEdge Advisors
Louisiana
$20 4 +4 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$5 1 – –
TFCP
95
Twin Focus Capital Partners
Massachusetts
– – -217,124 Closed
Millennium Management
96
Millennium Management
New York
– – -143,446 Closed
HF
97
HRT Financial
New York
– – -55,225 Closed
Mariner
98
Mariner
Kansas
– – -34,099 Closed
PI
99
PFG Investments
New York
– – -25,155 Closed
IAIM
100
International Assets Investment Management
Florida
– – -20,345 Closed
1 2 3
4
5