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STR

Sitio Royalties

Delisted

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

196 hedge funds and large institutions have $3.04B invested in Sitio Royalties in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.85M

64% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 50

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

21% more capital invested

Capital invested by funds: $2.52B → $3.04B (+$520M)

5% more funds holding

Funds holding: 187196 (+9)

2.84% more ownership

Funds ownership: 140.86%143.7% (+2.8%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
196
Holders Change
+9
Holders Change %
+4.81%
% of All Funds
3.08%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
82
Reduced
50
Closed
22
Calls
$10.9M
Puts
$3.85M
Net Calls
+$7.08M
Net Calls Change
+$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$3.7M +$3.35M +130,795 +1,311%
Asset Management One
52
Asset Management One
Japan
$3.48M +$3.39M +132,299 New
GWMI
53
Guardian Wealth Management (Illinois)
Illinois
$3.36M +$238K +9,314 +8%
TC
54
TwinBeech Capital
New York
$3.28M +$3.2M +124,971 New
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$3.11M +$440K +17,174 +17%
William Blair & Company
56
William Blair & Company
Illinois
$2.99M +$42.9K +1,677 +1%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$2.66M +$72.4K +2,828 +3%
State of New Jersey Common Pension Fund D
58
State of New Jersey Common Pension Fund D
New Jersey
$2.47M -$162K -6,339 -6%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.47M +$80.4K +3,140 +3%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$2.45M +$2.29M +89,606 +2,450%
MP
61
MSD Partners
New York
$2.36M
Rafferty Asset Management
62
Rafferty Asset Management
New York
$2.35M -$910K -35,550 -28%
AC
63
AlphaCore Capital
California
$2.31M +$2.25M +87,984 New
YEPX
64
Yorktown Energy Partners XI
New York
$2.3M
CS
65
Credit Suisse
Switzerland
$2.26M +$761K +29,736 +53%
AllianceBernstein
66
AllianceBernstein
Tennessee
$2.19M +$432K +16,890 +25%
SEI Investments
67
SEI Investments
Pennsylvania
$2.08M +$223K +8,715 +12%
Citigroup
68
Citigroup
New York
$2.05M +$251K +9,807 +14%
LCM
69
Lakewood Capital Management
New York
$1.84M
TC
70
Truvestments Capital
Florida
$1.82M +$96.9K +3,787 +6%
Legal & General Group
71
Legal & General Group
United Kingdom
$1.82M +$857K +33,487 +94%
FCH
72
Freestone Capital Holdings
Washington
$1.71M -$2.6M -101,524 -61%
LPL Financial
73
LPL Financial
California
$1.42M +$432K +16,869 +45%
MWA
74
Meridian Wealth Advisors
Texas
$1.37M
Millennium Management
75
Millennium Management
New York
$1.28M +$1.25M +48,688 New

STR Hedge Fund Activity: Q2 2023 in Review

196 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sitio Royalties (STR) for Q2 2023, worth a combined $3.04B — up 21% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new STR positions and 22 closed out — a net gain of 11 holders — while 82 added to existing stakes and 50 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $39.4M. The largest seller was Wellington Management Group, cutting an estimated $23.3M.

  • 196 institutional investors held Sitio Royalties (STR) as of Q2 2023, up from 187 in Q1 2023.
  • Funds reported $3.04B of Sitio Royalties stock for Q2 2023, up 21% quarter-over-quarter.
  • 33 funds opened new Sitio Royalties positions in Q2 2023 and 22 closed out, a net change of +11 holders.
  • The largest Sitio Royalties buyer in Q2 2023 was Neuberger Berman Group, an estimated $39.4M added.
  • The largest Sitio Royalties seller in Q2 2023 was Wellington Management Group, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2023.