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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$23.8M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$21.2M |
| 3 |
Goldman Sachs
New York
|
+$9.31M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
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
Rio De Janeiro,
Brazil
|
-$25.5M |
| 2 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
-$13.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$6.55M |
| 4 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$3.15M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$2.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCA
76
Waratah Capital Advisors
Toronto,
Ontario, Canada
| – | -$13.2M | -485,189 | Closed |
|
|
SFG
77
Sovereign Financial Group
Stamford,
Connecticut
| – | -$272K | -10,000 | Closed |
|
78
LPL Financial
San Diego,
California
| – | -$247K | -9,088 | Closed |
|
|
GTCM
79
Gyon Technologies Capital Management
Denville,
New Jersey
| – | -$240K | -8,830 | Closed |
|
|
RJFSA
80
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$224K | -8,255 | Closed |
|
81
Marshall Wace
London,
United Kingdom
| – | -$202K | -7,428 | Closed |
|
82
JP Morgan Chase
New York
| – | -$96.7K | -3,010 | -100% |
|
83
Citigroup
New York
| – | -$55K | -2,000 | Closed |
|
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.