SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

100 hedge funds and large institutions have $47.1M invested in San Juan Basin Royalty Trust in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
31
Reduced
24
Closed
11
Calls
$6.51M
Puts
$2.05M
Net Calls
+$4.46M
Net Calls Change
-$1.11M

Top Buyers

1
PIWA
1
Prevail Innovative Wealth Advisors
Kansas
$3.76M
2
BPA
2
Beacon Pointe Advisors
California
$1.04M
3
Jane Street
3
Jane Street
New York
$893K
4
WA
4
Waverly Advisors
Alabama
$298K
5
SHWM
5
Silicon Hills Wealth Management
Texas
$298K

Top Sellers

1
KPF
1
K2 Principal Fund
Ontario, Canada
$713K
2
UBS Group
2
UBS Group
Switzerland
$580K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$440K
4
LPL Financial
4
LPL Financial
California
$0
5
Wells Fargo
5
Wells Fargo
California
$736K
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$9.92M 1,335,500 +754 +0.1%
MTC
2
McDaniel Terry & Co
Texas
$4.2M 565,191 – –
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$3.76M 506,608 +506,608 New
WP
4
WealthSource Partners
California
$3.75M 504,360 +28,587 +6%
BBL
5
Beck Bode LLC
Massachusetts
$2.04M 276,007 -721 -0.3%
MAA
6
Mraz Amerine & Associates
California
$1.62M 219,339 +68 +0%
TFCP
7
Twin Focus Capital Partners
Massachusetts
$1.43M 192,124 -27,500 -13%
Morgan Stanley
8
Morgan Stanley
New York
$1.24M 167,128 +24,768 +17%
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$1.22M 163,757 +23,299 +17%
BI
10
Bramshill Investments
Florida
$1.15M 154,925 -2,178 -1%
BPA
11
Beacon Pointe Advisors
California
$1.04M 139,521 +123,521 +772%
HKAM
12
Horizon Kinetics Asset Management
New York
$1.01M 135,948 +35,434 +35%
SSA
13
Schonfeld Strategic Advisors
New York
$996K 134,000 +9,300 +7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$939K 126,348 -5,527 -4%
Jane Street
15
Jane Street
New York
$893K 120,220 +82,833 +222%
JCP
16
Jennifer C. Price
$745K 100,240 – –
Wells Fargo
17
Wells Fargo
California
$736K 98,998 -71,204 -42%
KPF
18
K2 Principal Fund
Ontario, Canada
$713K 96,016 -1,056,789 -92%
Creative Planning
19
Creative Planning
Kansas
$586K 78,878 +25,527 +48%
UBS Group
20
UBS Group
Switzerland
$580K 78,026 -130,536 -63%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$440K 59,254 -127,746 -68%
Bank of America
22
Bank of America
North Carolina
$433K 58,262 -669 -1%
Osaic Holdings
23
Osaic Holdings
Arizona
$398K 53,539 +6,431 +14%
BCA
24
Bay Colony Advisors
Massachusetts
$303K 40,825 – –
WA
25
Waverly Advisors
Alabama
$298K 40,250 +40,250 New
1
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