SJT

San Juan Basin Royalty Trust

85 hedge funds and large institutions have $72.2M invested in San Juan Basin Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
18
Reduced
19
Closed
11
Calls
$7.35M
Puts
$325K
Net Calls
+$7.03M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
1
Cannell Capital
Wyoming
$16.8M +$6.72M +1,215,164 +66%
HKAM
2
Horizon Kinetics Asset Management
New York
$13.7M +$3.63M +655,918 +36%
Morgan Stanley
3
Morgan Stanley
New York
$4.39M +$279K +50,464 +7%
MPM
4
Mountaineer Partners Management
New York
$3.98M
PCM
5
Prelude Capital Management
New York
$3.71M +$2.63M +476,021 +244%
ATPW
6
Ashton Thomas Private Wealth
Arizona
$3.54M -$344K -62,190 -9%
PWA
7
Principia Wealth Advisory
Texas
$3.35M +$3.25M +632,700 +3,003%
RA
8
RR Advisors
Texas
$2.3M +$1.51M +273,000 +191%
LSC
9
Lesa Sroufe & Co
Washington
$1.77M +$1.77M +320,329 New
MTC
10
McDaniel Terry & Co
Texas
$1.76M
Raymond James Financial
11
Raymond James Financial
Florida
$1.65M +$515K +93,202 +46%
KWA
12
Kingswood Wealth Advisors
California
$1.54M +$1.54M +279,035 New
PP
13
Pingora Partners
Wyoming
$1.51M -$38.1K -6,900 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.34M +$881K +159,373 +191%
MAA
15
Mraz Amerine & Associates
California
$1.04M
BFM
16
Boothbay Fund Management
New York
$844K +$844K +152,592 New
FSA
17
Financial Sense Advisors
California
$802K +$802K +144,943 New
BPA
18
Beacon Pointe Advisors
California
$645K -$2.21K -400 -0.3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$516K +$389K +70,475 +306%
Two Sigma Investments
20
Two Sigma Investments
New York
$511K -$10.1K -1,825 -2%
Wells Fargo
21
Wells Fargo
California
$487K -$25.1K -4,531 -5%
SOW
22
State of Wyoming
Wyoming
$435K +$116K +21,012 +36%
Simplex Trading
23
Simplex Trading
Illinois
$377K +$249K +44,986 +194%
MC
24
Moors & Cabot
Massachusetts
$331K -$812K -146,900 -71%
Creative Planning
25
Creative Planning
Kansas
$309K +$19K +3,444 +7%