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Sibanye-Stillwater

98 hedge funds and large institutions have $286M invested in Sibanye-Stillwater in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $234M → $286M (+$52.5M)

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 3.8%3.71% (-0.09%)

1% less funds holding

Funds holding: 9998 (-1)

62% less call options, than puts

Call options by funds: $7.54M | Put options by funds: $20.1M

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
31
Reduced
27
Closed
24
Calls
$7.54M
Puts
$20.1M
Net Calls
-$12.6M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$143M +$20.9M +2,636,706 +18%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.1M -$1.03M -129,775 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.6M -$427K -53,888 -4%
Deutsche Bank
4
Deutsche Bank
Germany
$11M -$4.74M -597,812 -31%
BlackRock
5
BlackRock
New York
$9.84M +$3.58M +451,389 +62%
UFM
6
Ursa Fund Management
California
$5.77M +$3.01M +379,978 +121%
TWI
7
Thomas White International
Illinois
$5.42M +$5.18M +653,187 New
TAM
8
Tocqueville Asset Management
New York
$4.97M +$2.52M +318,240 +113%
Goldman Sachs
9
Goldman Sachs
New York
$4.88M -$274K -34,505 -6%
AA
10
ALPS Advisors
Colorado
$4.36M +$1.11M +139,745 +36%
Wells Fargo
11
Wells Fargo
California
$4.35M +$4.09M +515,656 +6,487%
Northern Trust
12
Northern Trust
Illinois
$4.12M +$3.94M +496,475 New
JP Morgan Chase
13
JP Morgan Chase
New York
$4.02M -$2.29M -288,669 -37%
American Century Companies
14
American Century Companies
Missouri
$4.02M
FIMG
15
Financial & Investment Management Group
Michigan
$3.75M +$3.58M +451,476 New
AQR Capital Management
16
AQR Capital Management
Connecticut
$3.64M -$1.55M -195,968 -31%
FCH
17
Freestone Capital Holdings
Washington
$3.3M +$3.15M +397,585 New
Allianz Asset Management
18
Allianz Asset Management
Germany
$2.5M -$336K -42,445 -12%
PIMJS
19
PKO Investment Management Joint-Stock
Poland
$2.39M
GC
20
Guggenheim Capital
Illinois
$2.1M -$133K -16,760 -6%
UBS AM
21
UBS AM
Illinois
$2.04M +$1.04M +131,672 +116%
BA
22
Bridgewater Associates
Connecticut
$2.02M -$46.4K -5,858 -2%
Capital Fund Management (CFM)
23
Capital Fund Management (CFM)
France
$1.92M +$746K +94,094 +69%
AG
24
Aperio Group
California
$1.81M -$180K -22,745 -9%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$974K +$6.73K +849 +0.7%

SBSW Hedge Fund Activity: Q1 2017 in Review

98 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sibanye-Stillwater (SBSW) for Q1 2017, worth a combined $286M — up 22% from $234M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SBSW positions and 24 closed out — a net gain of 2 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was VanEck Associates, adding an estimated $20.9M. The largest seller was Morgan Stanley, cutting an estimated $8.76M.

  • 98 institutional investors held Sibanye-Stillwater (SBSW) as of Q1 2017, down from 99 in Q4 2016.
  • Funds reported $286M of Sibanye-Stillwater stock for Q1 2017, up 22% quarter-over-quarter.
  • 26 funds opened new Sibanye-Stillwater positions in Q1 2017 and 24 closed out, a net change of +2 holders.
  • The largest Sibanye-Stillwater buyer in Q1 2017 was VanEck Associates, an estimated $20.9M added.
  • The largest Sibanye-Stillwater seller in Q1 2017 was Morgan Stanley, an estimated $8.76M sold.

Based on aggregated 13F filings for Q1 2017.