SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

85 hedge funds and large institutions have $89.7M invested in San Juan Basin Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
19
Reduced
21
Closed
15
Calls
$3.19M
Puts
$1.11M
Net Calls
+$2.08M
Net Calls Change
-$4.94M

Top Buyers

1
HKAM
Horizon Kinetics Asset Management
New York
+$12.7M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$2.42M
3
LPL Financial
LPL Financial
California
+$2.33M
4
MC
Moors & Cabot
Massachusetts
+$1.33M
5
KWA
Kingswood Wealth Advisors
California
+$1.23M

Top Sellers

1
CC
Cannell Capital
Wyoming
-$4.87M
2
PCM
Prelude Capital Management
New York
-$1.64M
3
PP
Pingora Partners
Wyoming
-$1.25M
4
BFM
Boothbay Fund Management
New York
-$844K
5
FSA
Financial Sense Advisors
California
-$802K
Name Holding Trade Value Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$27.5M +$12.7M +2,124,370 +86%
CC
2
Cannell Capital
Wyoming
$13.3M -$4.87M -813,884 -27%
Morgan Stanley
3
Morgan Stanley
New York
$4.93M +$185K +30,945 +4%
MPM
4
Mountaineer Partners Management
New York
$4.3M – – –
ATPW
5
Ashton Thomas Private Wealth
Arizona
$3.83M +$11.9K +1,983 +0.3%
PWA
6
Principia Wealth Advisory
Texas
$3.83M -$73.3K -12,288 -2%
KWA
7
Kingswood Wealth Advisors
California
$2.9M +$1.23M +206,780 +74%
RA
8
RR Advisors
Texas
$2.49M – – –
Verition Fund Management
9
Verition Fund Management
Connecticut
$2.42M +$2.42M +404,648 New
LPL Financial
10
LPL Financial
California
$2.4M +$2.33M +389,618 +3,275%
PCM
11
Prelude Capital Management
New York
$2.37M -$1.64M -274,639 -41%
Raymond James Financial
12
Raymond James Financial
Florida
$2.02M +$241K +40,363 +14%
LSC
13
Lesa Sroufe & Co
Washington
$2.01M +$97.6K +16,315 +5%
MTC
14
McDaniel Terry & Co
Texas
$1.9M – – –
MC
15
Moors & Cabot
Massachusetts
$1.69M +$1.33M +222,500 +372%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.52M +$70.6K +11,808 +5%
ASN
17
Advisory Services Network
Georgia
$1.44M +$1.14M +189,170 +392%
MAA
18
Mraz Amerine & Associates
California
$1.12M -$5.85K -980 -0.5%
BPA
19
Beacon Pointe Advisors
California
$686K -$11.9K -2,000 -2%
Wells Fargo
20
Wells Fargo
California
$474K -$52.5K -8,775 -10%
PP
21
Pingora Partners
Wyoming
$382K -$1.25M -208,842 -77%
DIM
22
Delta Investment Management
California
$369K +$304K +50,957 +467%
Two Sigma Investments
23
Two Sigma Investments
New York
$342K -$210K -35,174 -38%
Creative Planning
24
Creative Planning
Kansas
$334K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$312K +$294K +49,200 +1,640%
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