Sigma Lithium
SGML
92 hedge funds and large institutions have $541M invested in Sigma Lithium in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 21 closing their positions.
196% more call options, than puts
Call options by funds: $92.3M | Put options by funds: $31.2M
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
54% more capital invested
Capital invested by funds: $352M → $541M (+$189M)
21% more funds holding
Funds holding: 76 → 92 (+16)
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
1.57% more ownership
Funds ownership: 12% → 13.57% (+1.6%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$34.2M |
| 2 |
TCM
Thomist Capital Management
Houston,
Texas
|
+$18.9M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$14.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.76M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$7.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$16.7M |
| 2 |
KI
Kapitalo Investimentos
Sao Paulo,
Brazil
|
-$13.5M |
| 3 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$13.1M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$8.14M |
| 5 |
D.E. Shaw & Co
New York
|
-$6.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
E
101
Ergoteles
New York
| – | -$568K | -20,140 | Closed |
|
102
Millennium Management
New York
| – | -$538K | -19,070 | Closed |
|
|
QC
103
Quadrature Capital
London,
United Kingdom
| – | -$460K | -16,283 | Closed |
|
|
EGM
104
Engineers Gate Manager
New York
| – | -$313K | -11,090 | Closed |
|
|
HF
105
HRT Financial
New York
| – | -$216K | -7,659 | Closed |
|
|
CG
106
Cutler Group
San Francisco,
California
| – | -$191K | -5,970 | Closed |
|
|
TWC
107
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$53.9K | -1,567 | Closed |
|
|
FA
108
Fortis Advisors
Wayne,
Pennsylvania
| – | -$14.1K | -500 | Closed |
|
|
IA
109
IFP Advisors
Tampa,
Florida
| – | -$2K | -351 | Closed |
|
|
BAM
110
Belpointe Asset Management
Reno,
Nevada
| – | -$7.9K | -280 | Closed |
|
|
FCA
111
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$7.9K | -280 | Closed |
|
|
EWA
112
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$508 | -18 | Closed |
|
SGML Hedge Fund Activity: Q1 2023 in Review
92 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sigma Lithium (SGML) for Q1 2023, worth a combined $541M — up 54% from $352M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SGML positions and 21 closed out — a net gain of 16 holders — while 25 added to existing stakes and 22 trimmed.
The largest buyer was Frontier Capital Management, opening a new position worth an estimated $34.2M. The largest seller was Bank Julius Baer & Co, cutting an estimated $16.7M.
- 92 institutional investors held Sigma Lithium (SGML) as of Q1 2023, up from 76 in Q4 2022.
- Funds reported $541M of Sigma Lithium stock for Q1 2023, up 54% quarter-over-quarter.
- 37 funds opened new Sigma Lithium positions in Q1 2023 and 21 closed out, a net change of +16 holders.
- The largest Sigma Lithium buyer in Q1 2023 was Frontier Capital Management, an estimated $34.2M added.
- The largest Sigma Lithium seller in Q1 2023 was Bank Julius Baer & Co, an estimated $16.7M sold.
Based on aggregated 13F filings for Q1 2023.