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Sibanye-Stillwater

204 hedge funds and large institutions have $443M invested in Sibanye-Stillwater in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

0.16% more ownership

Funds ownership: 1.72%1.88% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

2% less funds holding

Funds holding: 209204 (-5)

8% less capital invested

Capital invested by funds: $479M → $443M (-$36.5M)

12% less call options, than puts

Call options by funds: $25.9M | Put options by funds: $29.3M

Holders
204
Holders Change
-5
Holders Change %
-2.39%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
67
Reduced
57
Closed
34
Calls
$25.9M
Puts
$29.3M
Net Calls
-$3.38M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$37.5M +$7.58M +781,346 +21%
CM
2
Condire Management
Texas
$31.5M
AQR Capital Management
3
AQR Capital Management
Connecticut
$30.5M +$2.15M +221,399 +6%
VanEck Associates
4
VanEck Associates
New York
$26M -$256K -26,426 -0.8%
Invesco
5
Invesco
Georgia
$24.3M +$3.92M +404,100 +16%
Citadel Advisors
6
Citadel Advisors
Florida
$23.7M +$12.3M +1,271,314 +81%
Marshall Wace
7
Marshall Wace
United Kingdom
$19.7M +$21.5M +2,214,656 +1,463%
Goldman Sachs
8
Goldman Sachs
New York
$18.3M -$7.54M -776,905 -26%
Morgan Stanley
9
Morgan Stanley
New York
$17.8M +$13.3M +1,367,969 +179%
Ameriprise
10
Ameriprise
Minnesota
$15.7M -$217K -22,324 -1%
SI
11
Sprott Inc
Ontario, Canada
$12.2M -$9.69M -998,740 -41%
RJA
12
Raymond James & Associates
Florida
$11.2M +$2.69M +276,886 +26%
TAM
13
Tocqueville Asset Management
New York
$10.3M +$485K +50,000 +4%
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$8.21M +$996K +102,650 +12%
TCMG
15
TSP Capital Management Group
New Jersey
$7.81M -$29.1K -3,000 -0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.73M +$1.04M +107,222 +13%
GCA
17
Greenwood Capital Associates
South Carolina
$7.16M +$2.26M +232,465 +37%
SAM
18
Scion Asset Management
California
$6.66M +$7.76M +800,000 New
American Century Companies
19
American Century Companies
Missouri
$6.06M +$2.11M +217,195 +44%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$6.03M +$7.03M +724,165 New
CS
21
Credit Suisse
Switzerland
$5.51M +$5.38M +554,198 +514%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$5.44M +$1.08M +111,182 +20%
Group One Trading
23
Group One Trading
Illinois
$5.39M +$535K +55,112 +9%
GC
24
Guggenheim Capital
Illinois
$4.61M +$1.32M +136,256 +33%
JF
25
Jump Financial
Illinois
$3.52M +$2.66M +274,364 +184%

SBSW Hedge Fund Activity: Q1 2023 in Review

204 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sibanye-Stillwater (SBSW) for Q1 2023, worth a combined $443M — down 7.6% from $479M a quarter earlier.

Fund positioning in SBSW was balanced in Q1 2023: 34 funds opened new positions, 34 closed out, 67 added to existing stakes and 57 trimmed.

The largest buyer was Marshall Wace, adding an estimated $21.5M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $37.1M sold.

  • 204 institutional investors held Sibanye-Stillwater (SBSW) as of Q1 2023, down from 209 in Q4 2022.
  • Funds reported $443M of Sibanye-Stillwater stock for Q1 2023, down 7.6% quarter-over-quarter.
  • 34 funds opened new Sibanye-Stillwater positions in Q1 2023 and 34 closed out, a net change of 0 holders.
  • The largest Sibanye-Stillwater buyer in Q1 2023 was Marshall Wace, an estimated $21.5M added.
  • The largest Sibanye-Stillwater seller in Q1 2023 was Arrowstreet Capital, an estimated $37.1M sold.

Based on aggregated 13F filings for Q1 2023.