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Sigma Lithium
SGML

16 hedge funds and large institutions have $68.4M invested in Sigma Lithium in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more funds holding

Funds holding: 5 → 16 (+11)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

32% more capital invested

Capital invested by funds: $51.6M → $68.4M (+$16.8M)

0.47% more ownership

Funds ownership: 7.09% → 7.56% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
16
Holders Change
+11
Holders Change %
+220%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$6.09M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$3.41M
3
DZ Bank
DZ Bank
Germany
+$926K
4
NAM
NewGen Asset Management
Ontario, Canada
+$700K
5
WCA
Waratah Capital Advisors
Ontario, Canada
+$351K

Top Sellers

Rank Fund Capital Flow
1
JGGDR
JGP Global Gestao de Recursos
Brazil
-$10.8M
2
Millennium Management
Millennium Management
New York
-$140K
Name Holding Trade Value Shares
Change 		Change in
Stake
JGGDR
1
JGP Global Gestao de Recursos
Brazil
$41.2M -$10.8M -1,152,824 -23%
WCA
2
Waratah Capital Advisors
Ontario, Canada
$10.7M +$351K +37,543 +4%
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$6.71M +$6.09M +652,340 New
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$3.75M +$3.41M +365,398 New
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$3.11M +$2.87M +306,889 New
DZ Bank
6
DZ Bank
Germany
$1.02M +$926K +99,210 New
NAM
7
NewGen Asset Management
Ontario, Canada
$781K +$700K +75,000 New
PSP
8
Principal Street Partners
Tennessee
$388K +$20.9K +2,235 +6%
Millennium Management
9
Millennium Management
New York
$326K -$140K -15,020 -32%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$224K +$201K +21,527 New
DS
11
DRW Securities
Illinois
$104K +$93.4K +10,000 New
UBS Group
12
UBS Group
Switzerland
$92K +$38.5K +4,118 +88%
Morgan Stanley
13
Morgan Stanley
New York
$3K +$2.33K +250 New
Osaic Holdings
14
Osaic Holdings
Arizona
$3K +$2.33K +250 New
Bank of America
15
Bank of America
North Carolina
$1K +$598 +64 New
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
– +$280 +30 New

SGML Hedge Fund Activity: Q4 2021 in Review

16 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sigma Lithium (SGML) for Q4 2021, worth a combined $68.4M — up 32% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SGML positions and 0 closed out — a net gain of 11 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Bank Julius Baer & Co, opening a new position worth an estimated $6.09M. The largest seller was JGP Global Gestao de Recursos, cutting an estimated $10.8M.

  • 16 institutional investors held Sigma Lithium (SGML) as of Q4 2021, up from 5 in Q3 2021.
  • Funds reported $68.4M of Sigma Lithium stock for Q4 2021, up 32% quarter-over-quarter.
  • 11 funds opened new Sigma Lithium positions in Q4 2021 and 0 closed out, a net change of +11 holders.
  • The largest Sigma Lithium buyer in Q4 2021 was Bank Julius Baer & Co, an estimated $6.09M added.
  • The largest Sigma Lithium seller in Q4 2021 was JGP Global Gestao de Recursos, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.