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 %
SPC
101
Sigma Planning Corp
Michigan
– – -20,333 Closed
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
– – -15,959 Closed
NFSG
103
Newbridge Financial Services Group
Florida
– – -10,661 Closed
KPF
104
K2 Principal Fund
Ontario, Canada
– – -10,418 Closed
State Street
105
State Street
Massachusetts
– – -10,409 Closed
LPL Financial
106
LPL Financial
California
– – -10,119 Closed
Corient Private Wealth
107
Corient Private Wealth
Florida
– – -10,100 Closed
Simplex Trading
108
Simplex Trading
Illinois
– – -4,376 Closed
HNB
109
Huntington National Bank
Ohio
– – -1,000 Closed
CG
110
Cutler Group
California
$0 100 -875 -90%
SCA
111
Stonebridge Capital Advisors
Minnesota
– – -823 Closed
MIM
112
Macroview Investment Management
Maryland
– – -593 Closed
GI
113
Gradient Investments
Minnesota
– – -215 Closed
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
– – -200 Closed
PA
115
PSI Advisors
Florida
– – -150 Closed
C
116
Covestor
United Kingdom
– – -114 Closed
Belvedere Trading
117
Belvedere Trading
Illinois
– – -68 Closed
Wolverine Trading
118
Wolverine Trading
Illinois
– – – –
Group One Trading
119
Group One Trading
Illinois
– – – –
CFGS
120
Concourse Financial Group Securities
Alabama
– – – –
IPW
121
Impact Partnership Wealth
Georgia
– – – –
Barclays
122
Barclays
United Kingdom
$0 1 +1 New
1 2 3 4
5