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Sigma Lithium
SGML

76 hedge funds and large institutions have $352M invested in Sigma Lithium in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

76% more capital invested

Capital invested by funds: $200M → $352M (+$152M)

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

41% more funds holding

Funds holding: 54 → 76 (+22)

14% more call options, than puts

Call options by funds: $6.98M | Put options by funds: $6.13M

4.8% more ownership

Funds ownership: 7.2% → 12% (+4.8%)

Holders
76
Holders Change
+22
Holders Change %
+40.74%
% of All Funds
1.22%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
29
Increased
28
Reduced
16
Closed
7
Calls
$6.98M
Puts
$6.13M
Net Calls
+$848K
Net Calls Change
+$1.42M

Top Buyers

Rank Fund Capital Flow
1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$23.8M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$21.2M
3
Goldman Sachs
Goldman Sachs
New York
+$9.31M
4
DCM
Discovery Capital Management
Connecticut
+$9.26M
5
SCM
SIR Capital Management
New York
+$9.16M

Top Sellers

Rank Fund Capital Flow
1
JGGDR
JGP Global Gestao de Recursos
Brazil
-$25.5M
2
WCA
Waratah Capital Advisors
Ontario, Canada
-$13.2M
3
Invesco
Invesco
Georgia
-$6.55M
4
PCR
Potrero Capital Research
California
-$3.15M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$3.28M +$3.74M +116,374 New
MCM
27
Moore Capital Management
New York
$3.22M +$3.67M +114,236 New
SC
28
Saltoro Capital
Texas
$3.01M +$2.47M +76,834 +256%
BlackRock
29
BlackRock
New York
$2.85M +$340K +10,589 +12%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$2.58M +$17.3K +540 +0.6%
CSS
31
Cubist Systematic Strategies
Connecticut
$1.95M +$560K +17,418 +34%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$1.67M +$271K +8,435 +17%
UBS Group
33
UBS Group
Switzerland
$1.64M +$1.44M +44,667 +334%
Morgan Stanley
34
Morgan Stanley
New York
$1.55M -$1.5M -46,738 -46%
BBP
35
Banco BTG Pactual
Brazil
$1.38M +$1.57M +49,000 New
TPM
36
Triasima Portfolio Management
Quebec, Canada
$1.24M +$1.41M +43,850 New
Jane Street
37
Jane Street
New York
$894K +$1.02M +31,688 New
TCM
38
Traynor Capital Management
Pennsylvania
$801K – – –
HighTower Advisors
39
HighTower Advisors
Illinois
$798K +$623K +19,403 +221%
Osaic Holdings
40
Osaic Holdings
Arizona
$748K +$310K +9,650 +57%
Barclays
41
Barclays
United Kingdom
$684K +$605K +18,826 +349%
Two Sigma Investments
42
Two Sigma Investments
New York
$651K +$741K +23,062 New
RJA
43
Raymond James & Associates
Florida
$640K +$90.5K +2,817 +14%
BPGAM
44
BTG Pactual Global Asset Management
Bermuda
$623K -$241K -7,500 -25%
AIM
45
Aigen Investment Management
New York
$588K +$374K +11,655 +127%
E
46
Ergoteles
New York
$568K +$647K +20,140 New
DC
47
Diametric Capital
Massachusetts
$554K +$630K +19,615 New
Millennium Management
48
Millennium Management
New York
$538K -$273K -8,492 -31%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$534K +$610K +19,000 New
PCM
50
Prelude Capital Management
New York
$523K +$596K +18,549 New
1
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SGML Hedge Fund Activity: Q4 2022 in Review

76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sigma Lithium (SGML) for Q4 2022, worth a combined $352M — up 76% from $200M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SGML positions and 7 closed out — a net gain of 22 holders — while 28 added to existing stakes and 16 trimmed.

The largest buyer was Bank Julius Baer & Co, adding an estimated $23.8M. The largest seller was JGP Global Gestao de Recursos, cutting an estimated $25.5M.

  • 76 institutional investors held Sigma Lithium (SGML) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $352M of Sigma Lithium stock for Q4 2022, up 76% quarter-over-quarter.
  • 29 funds opened new Sigma Lithium positions in Q4 2022 and 7 closed out, a net change of +22 holders.
  • The largest Sigma Lithium buyer in Q4 2022 was Bank Julius Baer & Co, an estimated $23.8M added.
  • The largest Sigma Lithium seller in Q4 2022 was JGP Global Gestao de Recursos, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2022.