San Juan Basin Royalty Trust
SJT
82 hedge funds and large institutions have $38.3M invested in San Juan Basin Royalty Trust in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 21 closing their positions.
43% more capital invested
Capital invested by funds: $26.8M → $38.3M (+$11.5M)
1.16% more ownership
Funds ownership: 11.33% → 12.48% (+1.2%)
3% more call options, than puts
Call options by funds: $680K | Put options by funds: $662K
15% less funds holding
Funds holding: 97 → 82 (-15)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
62% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 21
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$6.95M |
| 2 |
HKAM
Horizon Kinetics Asset Management
New York
|
+$3.82M |
| 3 |
MPM
Mountaineer Partners Management
New York
|
+$3.75M |
| 4 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$229K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$167K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.58M |
| 2 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$2.96M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$430K |
| 4 |
Two Sigma Investments
New York
|
-$341K |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$253K |
SJT Hedge Fund Activity: Q1 2024 in Review
82 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q1 2024, worth a combined $38.3M — up 43% from $26.8M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of SJT and 8 opened new positions — a net loss of 13 holders — while 22 trimmed existing stakes and 18 added.
The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $6.95M. The largest seller was Morgan Stanley, cutting an estimated $3.58M.
- 82 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q1 2024, down from 97 in Q4 2023.
- Funds reported $38.3M of San Juan Basin Royalty Trust stock for Q1 2024, up 43% quarter-over-quarter.
- 8 funds opened new San Juan Basin Royalty Trust positions in Q1 2024 and 21 closed out, a net change of -13 holders.
- The largest San Juan Basin Royalty Trust buyer in Q1 2024 was Mirae Asset Global Investments, an estimated $6.95M added.
- The largest San Juan Basin Royalty Trust seller in Q1 2024 was Morgan Stanley, an estimated $3.58M sold.
Based on aggregated 13F filings for Q1 2024.