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STR

Sitio Royalties

Delisted

STR was delisted on the 18th of August, 2025.

187 hedge funds and large institutions have $2.52B invested in Sitio Royalties in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $8.79M | Put options by funds: $5.66M

40.03% more ownership

Funds ownership: 100.83%140.86% (+40%)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

19% more capital invested

Capital invested by funds: $2.12B → $2.52B (+$400M)

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

15% less funds holding

Funds holding: 220187 (-33)

47% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 62

Holders
187
Holders Change
-33
Holders Change %
-15%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
33
Increased
69
Reduced
62
Closed
62
Calls
$8.79M
Puts
$5.66M
Net Calls
+$3.13M
Net Calls Change
-$6.34M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
Evergreen Capital Management
Washington
$9.23M +$5.37M +216,473 +113%
Victory Capital Management
27
Victory Capital Management
Texas
$8.88M -$5.96M -240,344 -38%
KCM
28
Kennedy Capital Management
Missouri
$8.41M -$2M -80,543 -18%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$7.69M +$5.11M +206,104 +16%
AAM
30
Advisors Asset Management
Colorado
$5.75M +$1.47M +59,072 +30%
GLA
31
Great Lakes Advisors
Illinois
$5.56M +$5.47M +220,483 +869%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$5.32M +$1.12M +44,936 +24%
RA
33
Royce & Associates
New York
$5.22M +$4.15M +167,210 +263%
RJA
34
Raymond James & Associates
Florida
$5.11M -$574K -23,152 -9%
YEPX
35
Yorktown Energy Partners X
New York
$4.92M
Wells Fargo
36
Wells Fargo
California
$4.81M -$1.27M -51,076 -19%
N
37
Nuveen
North Carolina
$4.68M -$26.7M -1,075,610 -84%
NIM
38
NXG Investment Management
Texas
$4.66M +$620K +25,000 +14%
Charles Schwab
39
Charles Schwab
California
$4.37M +$56.1K +2,260 +1%
ACG
40
Aventail Capital Group
New York
$4.33M -$1.34M -53,991 -22%
FCH
41
Freestone Capital Holdings
Washington
$3.77M
TAM
42
Titleist Asset Management
Texas
$3.72M +$4.08M +164,421 New
Swiss National Bank
43
Swiss National Bank
Switzerland
$3.57M -$462K -18,599 -11%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.56M +$1.02M +41,023 +35%
ACA
45
Aptus Capital Advisors
Alabama
$3.42M +$1.15M +46,253 +44%
MRCM
46
Mill Road Capital Management
Connecticut
$3.38M
SI
47
Sprott Inc
Ontario, Canada
$3.27M +$2.24M +90,108 +165%
AIA
48
Avalon Investment & Advisory
Texas
$3.17M -$133K -5,354 -4%
Rafferty Asset Management
49
Rafferty Asset Management
New York
$2.82M +$1.43M +57,552 +85%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.82M -$119K -4,811 -4%

STR Hedge Fund Activity: Q1 2023 in Review

187 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sitio Royalties (STR) for Q1 2023, worth a combined $2.52B — up 19% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of STR and 33 opened new positions — a net loss of 29 holders — while 62 trimmed existing stakes and 69 added.

The largest buyer was Kimmeridge Energy Management, opening a new position worth an estimated $906M. The largest seller was Nuveen, cutting an estimated $26.7M.

  • 187 institutional investors held Sitio Royalties (STR) as of Q1 2023, down from 220 in Q4 2022.
  • Funds reported $2.52B of Sitio Royalties stock for Q1 2023, up 19% quarter-over-quarter.
  • 33 funds opened new Sitio Royalties positions in Q1 2023 and 62 closed out, a net change of -29 holders.
  • The largest Sitio Royalties buyer in Q1 2023 was Kimmeridge Energy Management, an estimated $906M added.
  • The largest Sitio Royalties seller in Q1 2023 was Nuveen, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2023.