San Juan Basin Royalty Trust
SJT
60 hedge funds and large institutions have $31.9M invested in San Juan Basin Royalty Trust in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 12 closing their positions.
180% more call options, than puts
Call options by funds: $283K | Put options by funds: $101K
0.81% less ownership
Funds ownership: 18.68% → 17.87% (-0.81%)
14% less funds holding
Funds holding: 70 → 60 (-10)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
32% less capital invested
Capital invested by funds: $46.8M → $31.9M (-$14.9M)
75% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$71.5K |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$56.3K |
| 3 |
Simplex Trading
Chicago,
Illinois
|
+$26.2K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$22.9K |
| 5 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$22.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMO
Beck Mack & Oliver
New York
|
-$854K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$178K |
| 3 |
SAM
Stansberry Asset Management
Westlake,
Texas
|
-$134K |
| 4 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$120K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$78K |
SJT Hedge Fund Activity: Q2 2019 in Review
60 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q2 2019, worth a combined $31.9M — down 32% from $46.8M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SJT and 3 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 10 added.
The largest buyer was WealthSource Partners, adding an estimated $71.5K. The largest seller was Beck Mack & Oliver, cutting an estimated $854K.
- 60 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q2 2019, down from 70 in Q1 2019.
- Funds reported $31.9M of San Juan Basin Royalty Trust stock for Q2 2019, down 32% quarter-over-quarter.
- 3 funds opened new San Juan Basin Royalty Trust positions in Q2 2019 and 12 closed out, a net change of -9 holders.
- The largest San Juan Basin Royalty Trust buyer in Q2 2019 was WealthSource Partners, an estimated $71.5K added.
- The largest San Juan Basin Royalty Trust seller in Q2 2019 was Beck Mack & Oliver, an estimated $854K sold.
Based on aggregated 13F filings for Q2 2019.