We are live on ! Find out more
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
KEM
1
Kimmeridge Energy Management
New York
$825M +$906M +36,495,520 New
OCM
2
Oaktree Capital Management
California
$292M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$196M +$1.64M +66,085 +0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$170M +$43.7M +1,760,082 +30%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$129M +$6.28M +252,966 +5%
BlackRock
6
BlackRock
New York
$111M -$9.14M -368,478 -7%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$99.4M +$17.6M +707,511 +19%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$70.6M +$12.9M +519,572 +20%
WHG
9
Westwood Holdings Group
Texas
$64M +$22.1M +891,415 +46%
State Street
10
State Street
Massachusetts
$58M +$9.63M +387,911 +18%
HKAM
11
Horizon Kinetics Asset Management
New York
$42.9M -$7.02M -282,844 -13%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$30.7M +$2.34M +94,310 +7%
American Century Companies
13
American Century Companies
Missouri
$30.2M -$703K -28,331 -2%
EIP
14
Epoch Investment Partners
New York
$23M +$764K +30,798 +3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$22.6M -$469K -18,896 -2%
Goldman Sachs
16
Goldman Sachs
New York
$22.3M +$10.6M +427,234 +76%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$18.2M -$746K -30,048 -4%
Bank of America
18
Bank of America
North Carolina
$17.9M +$7.68M +309,579 +64%
NI
19
NFC Investments
Tennessee
$15.7M +$5.22M +210,362 +44%
First Trust Advisors
20
First Trust Advisors
Illinois
$14.7M +$8.62M +347,369 +114%
Northern Trust
21
Northern Trust
Illinois
$14.5M +$517K +20,846 +3%
LM
22
Lasry Marc
$13.8M
BCM
23
Bornite Capital Management
New York
$11.6M +$12.8M +515,000 New
Morgan Stanley
24
Morgan Stanley
New York
$11.5M -$728K -29,333 -5%
MLIM
25
Mountain Lake Investment Management
Florida
$9.7M +$2.59M +104,418 +32%

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.