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Kimbell Royalty Partners

135 hedge funds and large institutions have $372M invested in Kimbell Royalty Partners in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $10M | Put options by funds: $4.29M

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.92% less ownership

Funds ownership: 39.51%35.6% (-3.9%)

11% less capital invested

Capital invested by funds: $419M → $372M (-$46.4M)

12% less funds holding

Funds holding: 153135 (-18)

68% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 25

Holders
135
Holders Change
-18
Holders Change %
-11.76%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
57
Reduced
37
Closed
25
Calls
$10M
Puts
$4.29M
Net Calls
+$5.73M
Net Calls Change
-$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$747K +$122K +7,766 +19%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$720K +$7.63K +487 +1%
MIM
53
MTM Investment Management
South Carolina
$709K +$1.58K +101 +0.2%
CA
54
Carson Advisory
Georgia
$701K +$71.5K +4,567 +11%
EFS
55
Essex Financial Services
Connecticut
$698K -$38.1K -2,430 -5%
SPIA
56
Steward Partners Investment Advisory
New York
$690K -$52K -3,321 -7%
CA
57
Cetera Advisors
Colorado
$679K +$32.7K +2,086 +5%
OC
58
Oppenheimer & Co
New York
$679K
SSA
59
Schonfeld Strategic Advisors
New York
$653K -$537K -34,272 -44%
EIP
60
Energy Income Partners
Connecticut
$582K +$242K +15,425 +68%
SWM
61
Stockman Wealth Management
Montana
$564K -$31.3K -2,000 -5%
SGI
62
Summit Global Investments
Utah
$512K
HighTower Advisors
63
HighTower Advisors
Illinois
$489K +$11K +700 +2%
TD Asset Management
64
TD Asset Management
Ontario, Canada
$467K
NW
65
Naviter Wealth
Arkansas
$458K
SI
66
Stephens Inc
Arkansas
$445K +$6.19K +395 +1%
JP Morgan Chase
67
JP Morgan Chase
New York
$400K
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$385K +$205K +13,095 +107%
UBS AM
69
UBS AM
Illinois
$381K
NIM
70
Needham Investment Management
New York
$381K
HIP
71
Harrell Investment Partners
Texas
$376K +$4.79K +306 +1%
AWM
72
AE Wealth Management
Kansas
$363K -$149K -9,536 -29%
E
73
Ergoteles
New York
$357K +$97.6K +6,229 +36%
HF
74
HRT Financial
New York
$357K -$1.16M -73,810 -76%
Osaic Holdings
75
Osaic Holdings
Arizona
$315K +$95.2K +6,079 +42%