We are live on ! Find out more
SJT

San Juan Basin Royalty Trust

87 hedge funds and large institutions have $34.5M invested in San Juan Basin Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

43% more call options, than puts

Call options by funds: $402K | Put options by funds: $282K

32% more capital invested

Capital invested by funds: $26.1M → $34.5M (+$8.42M)

13% more funds holding

Funds holding: 7787 (+10)

4.17% more ownership

Funds ownership: 15.17%19.34% (+4.2%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
13
Reduced
19
Closed
9
Calls
$402K
Puts
$282K
Net Calls
+$120K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cannell Capital
Wyoming
$7.01M +$1.77M +443,604 +32%
HKAM
2
Horizon Kinetics Asset Management
New York
$6.95M +$2.09M +522,288 +40%
Morgan Stanley
3
Morgan Stanley
New York
$2.85M +$121K +30,166 +4%
MPM
4
Mountaineer Partners Management
New York
$2.75M
ATPW
5
Ashton Thomas Private Wealth
Arizona
$2.69M +$2.81M +701,433 New
MTC
6
McDaniel Terry & Co
Texas
$1.22M
PP
7
Pingora Partners
Wyoming
$1.07M +$9.2K +2,300 +0.8%
MC
8
Moors & Cabot
Massachusetts
$792K +$355K +88,800 +75%
Raymond James Financial
9
Raymond James Financial
Florida
$783K +$818K +204,497 New
PCM
10
Prelude Capital Management
New York
$748K
MAA
11
Mraz Amerine & Associates
California
$725K -$15.3K -3,825 -2%
RA
12
RR Advisors
Texas
$546K +$572K +143,000 New
BPA
13
Beacon Pointe Advisors
California
$449K +$396K +98,929 +538%
Bank of America
14
Bank of America
North Carolina
$400K +$190K +47,615 +84%
GSCM
15
Greenfield Seitz Capital Management
Texas
$367K -$28K -7,000 -7%
Two Sigma Investments
16
Two Sigma Investments
New York
$361K -$53.4K -13,340 -12%
Wells Fargo
17
Wells Fargo
California
$355K -$88.2K -22,053 -19%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$320K -$352K -88,016 -51%
AG
19
AmeriFlex Group
Nevada
$226K +$217K +54,150 New
Jane Street
20
Jane Street
New York
$223K +$233K +58,166 New
JCP
21
Jennifer C. Price
$221K
SOW
22
State of Wyoming
Wyoming
$221K -$94.3K -23,566 -29%
Creative Planning
23
Creative Planning
Kansas
$201K +$2.09K +523 +1%
Citadel Advisors
24
Citadel Advisors
Florida
$191K +$200K +49,950 New
WA
25
Waverly Advisors
Alabama
$166K

SJT Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q4 2024, worth a combined $34.5M — up 32% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SJT positions and 9 closed out — a net gain of 13 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $2.81M. The largest seller was Susquehanna International Group, cutting an estimated $352K.

  • 87 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $34.5M of San Juan Basin Royalty Trust stock for Q4 2024, up 32% quarter-over-quarter.
  • 22 funds opened new San Juan Basin Royalty Trust positions in Q4 2024 and 9 closed out, a net change of +13 holders.
  • The largest San Juan Basin Royalty Trust buyer in Q4 2024 was Ashton Thomas Private Wealth, an estimated $2.81M added.
  • The largest San Juan Basin Royalty Trust seller in Q4 2024 was Susquehanna International Group, an estimated $352K sold.

Based on aggregated 13F filings for Q4 2024.