We are live on ! Find out more
SJT

San Juan Basin Royalty Trust

87 hedge funds and large institutions have $34.5M invested in San Juan Basin Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

43% more call options, than puts

Call options by funds: $402K | Put options by funds: $282K

32% more capital invested

Capital invested by funds: $26.1M → $34.5M (+$8.42M)

13% more funds holding

Funds holding: 7787 (+10)

4.17% more ownership

Funds ownership: 15.17%19.34% (+4.2%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
13
Reduced
19
Closed
9
Calls
$402K
Puts
$282K
Net Calls
+$120K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$1.51K
AF
77
Allworth Financial
California
$1.28K
TAM
78
Tucker Asset Management
Colorado
$1.01K
CAM
79
Creekmur Asset Management
Illinois
$946 -$8 -2 -0.8%
CFB
80
Cullen/Frost Bankers
Texas
$766
S
81
SignatureFD
Georgia
$766
PMFA
82
Plante Moran Financial Advisors
Michigan
$755
GRP
83
Global Retirement Partners
California
$287
PA
84
Parallel Advisors
California
$146 -$2.54K -634 -94%
NRG
85
Nemes Rush Group
Michigan
$15
NA
86
NewEdge Advisors
Louisiana
$15
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$4
VF
88
Virtu Financial
New York
-$150K -40,651 Closed
Verition Fund Management
89
Verition Fund Management
Connecticut
-$87K -23,517 Closed
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
-$69.2K -18,706 Closed
GCP
91
GSA Capital Partners
United Kingdom
-$41K -11,211 Closed
AP
92
Americana Partners
Texas
-$40.5K -11,000 Closed
FCM
93
Fourpath Capital Management
Oklahoma
-$34.3K -9,271 Closed
IAIM
94
International Assets Investment Management
Florida
-$2K -7,400 Closed
W
95
WealthCollab
Washington
-$2.57K -699 Closed
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
-$1K -200 Closed

SJT Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q4 2024, worth a combined $34.5M — up 32% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SJT positions and 9 closed out — a net gain of 13 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $2.81M. The largest seller was Susquehanna International Group, cutting an estimated $352K.

  • 87 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $34.5M of San Juan Basin Royalty Trust stock for Q4 2024, up 32% quarter-over-quarter.
  • 22 funds opened new San Juan Basin Royalty Trust positions in Q4 2024 and 9 closed out, a net change of +13 holders.
  • The largest San Juan Basin Royalty Trust buyer in Q4 2024 was Ashton Thomas Private Wealth, an estimated $2.81M added.
  • The largest San Juan Basin Royalty Trust seller in Q4 2024 was Susquehanna International Group, an estimated $352K sold.

Based on aggregated 13F filings for Q4 2024.