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STR

Sitio Royalties

Delisted

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

190 hedge funds and large institutions have $2.89B invested in Sitio Royalties in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $7.1M | Put options by funds: $2.52M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7.19% more ownership

Funds ownership: 143.26%150.46% (+7.2%)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

2% more capital invested

Capital invested by funds: $2.83B → $2.89B (+$59.3M)

3% less funds holding

Funds holding: 196190 (-6)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
2.77%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
28
Increased
68
Reduced
66
Closed
33
Calls
$7.1M
Puts
$2.52M
Net Calls
+$4.58M
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Advisornet Financial
Minnesota
$26.1K +$5.2K +224 +25%
S
152
SignatureFD
Georgia
$25.4K -$7.5K -323 -23%
EC
153
EntryPoint Capital
New York
$22.1K +$21.8K +939 New
PA
154
Parallel Advisors
California
$22K -$4.46K -192 -17%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$21K -$4.95K -213 -19%
AAG
156
Armstrong Advisory Group
Massachusetts
$19.3K
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$18.6K -$46.3K -1,995 -72%
CTC
158
Central Trust Company
Missouri
$17.6K
TPCW
159
TD Private Client Wealth
New York
$14.5K -$434K -18,675 -97%
Simplex Trading
160
Simplex Trading
Illinois
$14K +$14.3K +614 New
QCG
161
Quadrant Capital Group
Ohio
$13.7K -$1.88K -81 -12%
WAM
162
Wolverine Asset Management
Illinois
$13K +$12.9K +555 New
MIM
163
Macroview Investment Management
Maryland
$12.5K +$116 +5 +0.9%
HWA
164
Heritage Wealth Advisors
Virginia
$12.3K -$27.1K -1,169 -69%
VWM
165
Venturi Wealth Management
Texas
$11.3K -$111K -4,792 -91%
SWM
166
Sugarloaf Wealth Management
Georgia
$11.3K +$46 +2 +0.4%
HCP
167
Hexagon Capital Partners
Arkansas
$9.85K -$6.73K -290 -41%
NA
168
NewEdge Advisors
Louisiana
$7.15K +$186 +8 +3%
TWM
169
Tradition Wealth Management
Minnesota
$7K +$23 +1 +0.3%
FFA
170
Farther Finance Advisors
California
$6.11K +$929 +40 +18%
PBK
171
Peoples Bank (Kansas)
Kansas
$5.64K
BIA
172
Bell Investment Advisors
California
$4.42K +$3.34K +144 +327%
BFEC
173
Benjamin F. Edwards & Company
Missouri
$4K +$4.18K +180 New
SIS
174
Sound Income Strategies
Florida
$3.29K +$1.88K +81 +137%
CFD
175
Creative Financial Designs
Indiana
$3.01K +$2.97K +128 New

STR Hedge Fund Activity: Q4 2023 in Review

190 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sitio Royalties (STR) for Q4 2023, worth a combined $2.89B — up 2.1% from $2.83B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of STR and 28 opened new positions — a net loss of 5 holders — while 66 trimmed existing stakes and 68 added.

The largest buyer was Fidelity Investments, adding an estimated $33.3M. The largest seller was American Century Companies, cutting an estimated $15.3M.

  • 190 institutional investors held Sitio Royalties (STR) as of Q4 2023, down from 196 in Q3 2023.
  • Funds reported $2.89B of Sitio Royalties stock for Q4 2023, up 2.1% quarter-over-quarter.
  • 28 funds opened new Sitio Royalties positions in Q4 2023 and 33 closed out, a net change of -5 holders.
  • The largest Sitio Royalties buyer in Q4 2023 was Fidelity Investments, an estimated $33.3M added.
  • The largest Sitio Royalties seller in Q4 2023 was American Century Companies, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2023.