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SJT

San Juan Basin Royalty Trust

86 hedge funds and large institutions have $72.7M invested in San Juan Basin Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,162% more call options, than puts

Call options by funds: $7.35M | Put options by funds: $325K

110% more capital invested

Capital invested by funds: $34.5M → $72.7M (+$38.1M)

8.96% more ownership

Funds ownership: 19.34%28.3% (+9%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% less funds holding

Funds holding: 8786 (-1)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
18
Reduced
20
Closed
12
Calls
$7.35M
Puts
$325K
Net Calls
+$7.03M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
76
Sierra Ocean
California
$1.82K +$1.55K +330 New
AF
77
Allworth Financial
California
$1.7K +$5 +1 +0.3%
PGAM
78
Princeton Global Asset Management
New Jersey
$1.38K +$1.18K +250 New
CAM
79
Creekmur Asset Management
Illinois
$1.34K -$24 -5 -2%
CFB
80
Cullen/Frost Bankers
Texas
$1.11K
S
81
SignatureFD
Georgia
$1.1K
PMFA
82
Plante Moran Financial Advisors
Michigan
$1.09K
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$133 +$132 +28 New
NRG
84
Nemes Rush Group
Michigan
$22
NA
85
NewEdge Advisors
Louisiana
$22
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$6
Citadel Advisors
87
Citadel Advisors
Florida
-$235K -49,950 Closed
PAG
88
Private Advisor Group
New Jersey
-$102K -26,633 Closed
XT
89
XTX Topco
Cayman Islands
-$74.7K -19,497 Closed
MAM
90
Morse Asset Management
Connecticut
-$66.1K -17,250 Closed
CIA
91
Capital Investment Advisors
Georgia
-$49.9K -13,031 Closed
RC
92
Rahlfs Capital
Texas
-$44K -11,500 Closed
OA
93
Oxbow Advisors
Texas
-$42.8K -11,172 Closed
Mariner
94
Mariner
Kansas
-$40.2K -10,506 Closed
VWM
95
Venturi Wealth Management
Texas
-$8.15K -2,128 Closed
AWM
96
Accredited Wealth Management
Kentucky
-$5.16K -1,348 Closed
TAM
97
Tucker Asset Management
Colorado
-$1.01K -264 Closed
PA
98
Parallel Advisors
California
-$146 -38 Closed

SJT Hedge Fund Activity: Q1 2025 in Review

86 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q1 2025, worth a combined $72.7M — up 110% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SJT positions and 12 closed out — a net gain of 1 holder — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Cannell Capital, adding an estimated $5.73M. The largest seller was Moors & Cabot, cutting an estimated $692K.

  • 86 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q1 2025, down from 87 in Q4 2024.
  • Funds reported $72.7M of San Juan Basin Royalty Trust stock for Q1 2025, up 110% quarter-over-quarter.
  • 13 funds opened new San Juan Basin Royalty Trust positions in Q1 2025 and 12 closed out, a net change of +1 holder.
  • The largest San Juan Basin Royalty Trust buyer in Q1 2025 was Cannell Capital, an estimated $5.73M added.
  • The largest San Juan Basin Royalty Trust seller in Q1 2025 was Moors & Cabot, an estimated $692K sold.

Based on aggregated 13F filings for Q1 2025.