Sigma Lithium
SGML
112 hedge funds and large institutions have $767M invested in Sigma Lithium in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 22 closing their positions.
125% more call options, than puts
Call options by funds: $291M | Put options by funds: $129M
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
14% more capital invested
Capital invested by funds: $671M → $767M (+$95.8M)
10% more funds holding
Funds holding: 102 → 112 (+10)
3.3% more ownership
Funds ownership: 18.9% → 22.2% (+3.3%)
6% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 33
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECP
Electron Capital Partners
New York
|
+$61.7M |
| 2 |
AWAM
Appian Way Asset Management
New York
|
+$39.9M |
| 3 |
LP
LMR Partners
London,
United Kingdom
|
+$13M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$13M |
| 5 |
MS
Maven Securities
St Helier,
Jersey
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$17.4M |
| 2 |
Millennium Management
New York
|
-$12.6M |
| 3 |
JGGDR
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$10.3M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$9.27M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
126
GTS Securities
New York
| – | -$255K | -9,156 | Closed |
|
|
SC
127
Saltoro Capital
Dallas,
Texas
| – | -$292K | -9,000 | Closed |
|
128
LPL Financial
San Diego,
California
| – | -$215K | -6,637 | Closed |
|
|
BCV
129
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| – | -$74K | -2,269 | Closed |
|
|
CSPIA
130
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$5.35K | -165 | Closed |
|
|
PA
131
Parallel Advisors
San Francisco,
California
| – | -$4.38K | -135 | Closed |
|
|
JWM
132
Janiczek Wealth Management
Denver,
Colorado
| – | -$3.34K | -103 | Closed |
|
|
OLVIG
133
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$3.24K | -100 | Closed |
|
|
BIA
134
Bell Investment Advisors
Oakland,
California
| – | -$455 | -14 | Closed |
|
SGML Hedge Fund Activity: Q4 2023 in Review
112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sigma Lithium (SGML) for Q4 2023, worth a combined $767M — up 14% from $671M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SGML positions and 22 closed out — a net gain of 11 holders — while 35 added to existing stakes and 33 trimmed.
The largest buyer was Electron Capital Partners, opening a new position worth an estimated $61.7M. The largest seller was Weiss Multi-Strategy Advisers, cutting an estimated $17.4M.
- 112 institutional investors held Sigma Lithium (SGML) as of Q4 2023, up from 102 in Q3 2023.
- Funds reported $767M of Sigma Lithium stock for Q4 2023, up 14% quarter-over-quarter.
- 33 funds opened new Sigma Lithium positions in Q4 2023 and 22 closed out, a net change of +11 holders.
- The largest Sigma Lithium buyer in Q4 2023 was Electron Capital Partners, an estimated $61.7M added.
- The largest Sigma Lithium seller in Q4 2023 was Weiss Multi-Strategy Advisers, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2023.