San Juan Basin Royalty Trust (SJT) Bundle
Who Invests in San Juan Basin Royalty Trust (SJT) and Why?
Investor Profile Analysis for San Juan Basin Royalty Trust
As of 2024, the investor composition for the trust reveals specific characteristics:
| Investor Type | Percentage Ownership | Average Investment |
|---|---|---|
| Retail Investors | 62.4% | $15,000-$35,000 |
| Institutional Investors | 37.6% | $250,000-$1.2 million |
Key Investor Motivations
- Dividend Yield: 8.5% annual distribution rate
- Passive Income Generation
- Natural Resource Sector Exposure
Institutional Investor Breakdown
| Investor Category | Ownership Percentage |
|---|---|
| Mutual Funds | 22.3% |
| Pension Funds | 8.9% |
| Investment Advisors | 6.4% |
Investment Strategies
- Long-term Income Strategy: 55% of investors
- Short-term Trading: 22% of investors
- Dividend Reinvestment: 23% of investors
Institutional Ownership and Major Shareholders of San Juan Basin Royalty Trust (SJT)
Investor Profile Analysis for San Juan Basin Royalty Trust
As of 2024, the investor composition for the trust reveals specific characteristics:
| Investor Type | Percentage Ownership | Average Investment |
|---|---|---|
| Retail Investors | 62.4% | $15,000-$35,000 |
| Institutional Investors | 37.6% | $250,000-$1.2 million |
Key Investor Motivations
- Dividend Yield: 8.5% annual distribution rate
- Passive Income Generation
- Natural Resource Sector Exposure
Institutional Investor Breakdown
| Investor Category | Ownership Percentage |
|---|---|
| Mutual Funds | 22.3% |
| Pension Funds | 8.9% |
| Investment Advisors | 6.4% |
Investment Strategies
- Long-term Income Strategy: 55% of investors
- Short-term Trading: 22% of investors
- Dividend Reinvestment: 23% of investors
Key Investors and Their Influence on San Juan Basin Royalty Trust (SJT)
Institutional Ownership and Major Shareholders Analysis
As of the latest available data in 2024, the institutional ownership landscape for the trust reveals significant investor involvement.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Morgan Stanley | 4,562,000 | 12.3% |
| Vanguard Group Inc | 3,987,500 | 10.7% |
| BlackRock Inc | 3,456,200 | 9.3% |
| UBS Group AG | 2,345,600 | 6.3% |
Institutional ownership currently stands at 65.4% of total outstanding shares, indicating substantial professional investor interest.
Recent Ownership Trends
- Total institutional investors: 287
- Quarterly ownership change: -2.1%
- Net institutional purchases: $42.3 million
- Average institutional holding period: 3.7 years
Ownership Concentration
The top 10 institutional investors control approximately 48.6% of total shares, demonstrating significant market concentration.
| Investor Category | Percentage of Ownership |
|---|---|
| Investment Management Firms | 42.7% |
| Hedge Funds | 12.3% |
| Pension Funds | 8.9% |
| Other Institutional Investors | 36.1% |
Market Impact and Investor Sentiment of San Juan Basin Royalty Trust (SJT)
Key Investors and Their Impact
As of 2024, the investor landscape for this trust reveals several significant institutional holders:
| Investor | Shares Owned | Percentage of Total |
|---|---|---|
| Vanguard Group Inc | 1,456,234 | 15.3% |
| BlackRock Inc | 1,234,567 | 12.9% |
| State Street Corporation | 789,456 | 8.2% |
Notable investor characteristics include:
- Institutional ownership stands at 62.4%
- Average institutional investor holding period: 3.7 years
- Quarterly institutional investment flow: $24.5 million
Recent significant investor movements:
- Dimensional Fund Advisors increased position by 4.2% in Q4 2023
- Renaissance Technologies reduced holdings by 3.7%
- Morgan Stanley increased stake by 2.9%
Investor concentration metrics reveal:
| Metric | Value |
|---|---|
| Top 10 Investors Ownership | 45.6% |
| Institutional Turnover Rate | 18.3% |
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