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Sibanye-Stillwater

139 hedge funds and large institutions have $864M invested in Sibanye-Stillwater in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

21% more funds holding

Funds holding: 115139 (+24)

10% more capital invested

Capital invested by funds: $784M → $864M (+$79.3M)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.64% less ownership

Funds ownership: 3.36%2.72% (-0.64%)

5% less call options, than puts

Call options by funds: $22.6M | Put options by funds: $23.7M

Holders
139
Holders Change
+24
Holders Change %
+20.87%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
38
Reduced
36
Closed
16
Calls
$22.6M
Puts
$23.7M
Net Calls
-$1.07M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1
Lingotto Investment Management
United Kingdom
$134M -$4.51M -395,000 -3%
BlackRock
2
BlackRock
New York
$77.7M +$7.34M +643,330 +10%
Invesco
3
Invesco
Georgia
$56.8M +$7.85M +687,895 +16%
CI
4
CPMG Inc
Texas
$51.5M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$46.8M -$15M -1,313,971 -24%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$43.8M +$8.22M +720,444 +22%
Jane Street
7
Jane Street
New York
$42.8M +$14.4M +1,264,391 +49%
VanEck Associates
8
VanEck Associates
New York
$39.6M -$275M -24,133,124 -87%
Goldman Sachs
9
Goldman Sachs
New York
$29.4M +$9.43M +827,102 +46%
AQR Capital Management
10
AQR Capital Management
Connecticut
$23.8M +$20.1M +1,758,909 +464%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$21.3M +$21.9M +1,916,286 New
SI
12
Sprott Inc
Ontario, Canada
$20.5M +$13.8M +1,209,207 +190%
Man Group
13
Man Group
United Kingdom
$20.3M -$6.74M -590,846 -24%
Bank of America
14
Bank of America
North Carolina
$18.4M +$1.14M +100,150 +6%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$14.8M +$9.38M +822,000 +163%
IAM
16
Impala Asset Management
Florida
$14.6M +$14.9M +1,308,434 New
MRCP
17
Maple Rock Capital Partners
Ontario, Canada
$14M -$5.2M -456,000 -27%
PIMJS
18
PKO Investment Management Joint-Stock
Poland
$12.7M +$130K +11,394 +1%
TCMG
19
TSP Capital Management Group
New Jersey
$11.6M
Northern Trust
20
Northern Trust
Illinois
$11.1M -$2.89K -253 -0%
ECA
21
Encompass Capital Advisors
New York
$9.91M -$6.31M -553,022 -38%
Morgan Stanley
22
Morgan Stanley
New York
$8.71M +$8.41M +737,483 +1,667%
MAM
23
Majedie Asset Management
United Kingdom
$8.7M -$1.11M -97,109 -11%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$7.7M +$7.89M +691,441 New
CSS
25
Cubist Systematic Strategies
Connecticut
$6.79M +$6.83M +598,524 +5,438%

SBSW Hedge Fund Activity: Q3 2020 in Review

139 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sibanye-Stillwater (SBSW) for Q3 2020, worth a combined $864M — up 10% from $784M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SBSW positions and 16 closed out — a net gain of 25 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was Millennium Management, adding an estimated $35.5M. The largest seller was VanEck Associates, cutting an estimated $275M.

  • 139 institutional investors held Sibanye-Stillwater (SBSW) as of Q3 2020, up from 115 in Q2 2020.
  • Funds reported $864M of Sibanye-Stillwater stock for Q3 2020, up 10% quarter-over-quarter.
  • 41 funds opened new Sibanye-Stillwater positions in Q3 2020 and 16 closed out, a net change of +25 holders.
  • The largest Sibanye-Stillwater buyer in Q3 2020 was Millennium Management, an estimated $35.5M added.
  • The largest Sibanye-Stillwater seller in Q3 2020 was VanEck Associates, an estimated $275M sold.

Based on aggregated 13F filings for Q3 2020.