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Sibanye-Stillwater

99 hedge funds and large institutions have $390M invested in Sibanye-Stillwater in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 15 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 15

36% more capital invested

Capital invested by funds: $286M → $390M (+$103M)

1% more funds holding

Funds holding: 9899 (+1)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0.49% more ownership

Funds ownership: 3.71%4.2% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

64% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $7M

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
50
Reduced
15
Closed
21
Calls
$2.55M
Puts
$7M
Net Calls
-$4.45M
Net Calls Change
+$8.11M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$239M +$248M +37,444,443 +217%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.8M +$20.6M +3,101,465 +95%
Morgan Stanley
3
Morgan Stanley
New York
$16.3M +$24.7M +3,722,053 +85,525%
BlackRock
4
BlackRock
New York
$11.9M +$10.3M +1,547,910 +131%
UBS Group
5
UBS Group
Switzerland
$11M +$16.4M +2,473,983 +5,226%
CS
6
Credit Suisse
Switzerland
$9.36M +$13.5M +2,038,911 +1,922%
Goldman Sachs
7
Goldman Sachs
New York
$7.15M +$6.98M +1,052,004 +179%
Deutsche Bank
8
Deutsche Bank
Germany
$6.74M +$1.49M +224,695 +17%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$6.11M
Wells Fargo
10
Wells Fargo
California
$5.61M +$5.04M +760,607 +145%
TAM
11
Tocqueville Asset Management
New York
$4.56M +$2.96M +445,563 +74%
TWI
12
Thomas White International
Illinois
$3.48M +$951K +143,327 +22%
PIMJS
13
PKO Investment Management Joint-Stock
Poland
$3.46M +$3.34M +503,925 +175%
CL
14
CSS LLC
Illinois
$2.42M +$3.67M +553,919 New
Northern Trust
15
Northern Trust
Illinois
$2.4M +$353K +53,192 +11%
FIMG
16
Financial & Investment Management Group
Michigan
$2.36M +$595K +89,729 +20%
FCH
17
Freestone Capital Holdings
Washington
$2.26M +$794K +119,782 +30%
UFM
18
Ursa Fund Management
California
$2.17M -$1.32M -198,900 -29%
American Century Companies
19
American Century Companies
Missouri
$2.11M
AL
20
Airain Ltd
Guernsey
$1.91M +$2.78M +419,207 +2,161%
AA
21
ALPS Advisors
Colorado
$1.85M -$672K -101,337 -19%
UBS AM
22
UBS AM
Illinois
$1.61M +$811K +122,258 +50%
GC
23
Guggenheim Capital
Illinois
$1.56M +$687K +103,546 +41%
Allianz Asset Management
24
Allianz Asset Management
Germany
$1.23M -$130K -19,624 -7%
ACI
25
AMP Capital Investors
Australia
$935K +$1.4M +211,099 New

SBSW Hedge Fund Activity: Q2 2017 in Review

99 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sibanye-Stillwater (SBSW) for Q2 2017, worth a combined $390M — up 36% from $286M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SBSW positions and 21 closed out — a net gain of 1 holder — while 50 added to existing stakes and 15 trimmed.

The largest buyer was VanEck Associates, adding an estimated $248M. The largest seller was JP Morgan Chase, cutting an estimated $3.19M.

  • 99 institutional investors held Sibanye-Stillwater (SBSW) as of Q2 2017, up from 98 in Q1 2017.
  • Funds reported $390M of Sibanye-Stillwater stock for Q2 2017, up 36% quarter-over-quarter.
  • 22 funds opened new Sibanye-Stillwater positions in Q2 2017 and 21 closed out, a net change of +1 holder.
  • The largest Sibanye-Stillwater buyer in Q2 2017 was VanEck Associates, an estimated $248M added.
  • The largest Sibanye-Stillwater seller in Q2 2017 was JP Morgan Chase, an estimated $3.19M sold.

Based on aggregated 13F filings for Q2 2017.