SJT

San Juan Basin Royalty Trust

85 hedge funds and large institutions have $72.2M 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, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-1
Holders Change %
-1.16%
% 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
19
Closed
11
Calls
$7.35M
Puts
$325K
Net Calls
+$7.03M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
76
Allworth Financial
California
$1.7K +$6 +1 +0.3%
PGAM
77
Princeton Global Asset Management
New Jersey
$1.38K +$1.38K +250 New
CAM
78
Creekmur Asset Management
Illinois
$1.34K -$28 -5 -2%
CFB
79
Cullen/Frost Bankers
Texas
$1.11K
S
80
SignatureFD
Georgia
$1.1K
PMFA
81
Plante Moran Financial Advisors
Michigan
$1.09K
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$133 +$133 +28 New
NRG
83
Nemes Rush Group
Michigan
$22
NA
84
NewEdge Advisors
Louisiana
$22
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$6
Citadel Advisors
86
Citadel Advisors
Florida
-$191K -49,950 Closed
PAG
87
Private Advisor Group
New Jersey
-$102K -26,633 Closed
XT
88
XTX Topco
Cayman Islands
-$74.7K -19,497 Closed
MAM
89
Morse Asset Management
Connecticut
-$66.1K -17,250 Closed
CIA
90
Capital Investment Advisors
Georgia
-$49.9K -13,031 Closed
RC
91
Rahlfs Capital
Texas
-$44K -11,500 Closed
OA
92
Oxbow Advisors
Texas
-$42.8K -11,172 Closed
Mariner
93
Mariner
Kansas
-$40.2K -10,506 Closed
VWM
94
Venturi Wealth Management
Texas
-$8.15K -2,128 Closed
AWM
95
Accredited Wealth Management
Kentucky
-$5.16K -1,348 Closed
PA
96
Parallel Advisors
California
-$146 -38 Closed