SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

75 hedge funds and large institutions have $24.3M invested in San Juan Basin Royalty Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
18
Closed
14
Calls
$317K
Puts
$551K
Net Calls
-$234K
Net Calls Change
-$252K

Top Buyers

1
CC
1
Cannell Capital
Wyoming
$3.78M
2
OIA
2
OneDigital Investment Advisors
Kansas
$2.1M
3
LSC
3
Lesa Sroufe & Co
Washington
$1.1M
4
HKAM
4
Horizon Kinetics Asset Management
New York
$4.26M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$693K

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
BBL
2
Beck Bode LLC
Massachusetts
$0
3
BPA
3
Beacon Pointe Advisors
California
$88.9K
4
Wells Fargo
4
Wells Fargo
California
$1.05M
5
GWM
5
Glass Wealth Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$4.26M 1,049,055 +186,631 +22%
CC
2
Cannell Capital
Wyoming
$3.78M 929,814 +929,814 New
MPM
3
Mountaineer Partners Management
New York
$3M 737,930 +17,930 +2%
OIA
4
OneDigital Investment Advisors
Kansas
$2.1M 517,894 +517,894 New
MTC
5
McDaniel Terry & Co
Texas
$1.29M 318,076 – –
PP
6
Pingora Partners
Wyoming
$1.12M 277,388 -8,400 -3%
LSC
7
Lesa Sroufe & Co
Washington
$1.1M 271,956 +271,956 New
Wells Fargo
8
Wells Fargo
California
$1.05M 259,325 -58,649 -18%
MAA
9
Mraz Amerine & Associates
California
$835K 206,566 +10,457 +5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$693K 170,672 +135,192 +381%
UBS Group
11
UBS Group
Switzerland
$500K 123,102 +119,974 +3,835%
Morgan Stanley
12
Morgan Stanley
New York
$496K 122,266 +71,913 +143%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$449K 110,545 -6,604 -6%
MC
14
Moors & Cabot
Massachusetts
$359K 88,400 +9,450 +12%
JCP
15
Jennifer C. Price
$234K 57,663 – –
Creative Planning
16
Creative Planning
Kansas
$212K 52,504 -8,458 -14%
Bank of America
17
Bank of America
North Carolina
$211K 52,087 -18,227 -26%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$176K 43,243 -8,859 -17%
WA
19
Waverly Advisors
Alabama
$175K 43,316 – –
FFB
20
First Financial Bankshares
Texas
$152K 37,500 +12,500 +50%
Osaic Holdings
21
Osaic Holdings
Arizona
$152K 37,414 +3,902 +12%
SOW
22
State of Wyoming
Wyoming
$149K 36,585 +12,317 +51%
ISL
23
Ingalls & Snyder LLC
New York
$141K 34,798 – –
RJA
24
Raymond James & Associates
Florida
$133K 32,723 +18,241 +126%
MIM
25
Meixler Investment Management
Arizona
$132K 32,500 +1,700 +6%
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