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SLCA

U.S. SILICA HOLDINGS, INC.

Delisted

SLCA was delisted on the 31st of July, 2024.

290 hedge funds and large institutions have $2.03B invested in U.S. SILICA HOLDINGS, INC. in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 89 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 89

13% less funds holding

Funds holding: 333290 (-43)

22% less capital invested

Capital invested by funds: $2.6B → $2.03B (-$574M)

44% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 86

61% less call options, than puts

Call options by funds: $42M | Put options by funds: $107M

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
290
Holders Change
-43
Holders Change %
-12.91%
% of All Funds
6.65%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.02%
New
48
Increased
115
Reduced
89
Closed
86
Calls
$42M
Puts
$107M
Net Calls
-$65.5M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$266M -$7.42M -241,860 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$197M +$3.56M +116,169 +2%
AI
3
Ariel Investments
Illinois
$152M +$32.8M +1,070,913 +22%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$86.1M +$40.8M +1,331,451 +65%
Morgan Stanley
5
Morgan Stanley
New York
$78.3M +$48.9M +1,595,081 +108%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$70.7M -$14.7M -480,000 -15%
VBA
7
Van Berkom & Associates
Quebec, Canada
$69.5M +$25.9M +843,808 +45%
State Street
8
State Street
Massachusetts
$62M +$3.08M +100,487 +4%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$58.8M +$70.7M +2,304,799 New
Federated Hermes
10
Federated Hermes
Pennsylvania
$44.7M -$2.08M -67,864 -4%
VanEck Associates
11
VanEck Associates
New York
$43.1M -$452K -14,750 -0.9%
Northern Trust
12
Northern Trust
Illinois
$43.1M +$7.15M +233,137 +16%
Victory Capital Management
13
Victory Capital Management
Texas
$36M -$1.06M -34,711 -2%
Goldman Sachs
14
Goldman Sachs
New York
$32M +$13.7M +446,869 +55%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$27.5M -$1.37M -44,657 -4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$26.8M -$12.8M -416,822 -28%
Harris Associates
17
Harris Associates
Illinois
$24.4M +$29.1M +950,200 +13,974%
Citadel Advisors
18
Citadel Advisors
Florida
$21.9M +$14.5M +473,144 +123%
Macquarie Group
19
Macquarie Group
Australia
$20.7M +$13.3M +432,096 +114%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$20.2M +$12.7M +414,078 +110%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$18.6M +$1.68M +54,797 +8%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$17.8M +$560K +18,254 +3%
WRF
23
Waddell & Reed Financial
Kansas
$17.7M -$729K -23,762 -3%
SCP
24
SailingStone Capital Partners
Texas
$17.5M +$10.9M +355,903 +108%
Bank of America
25
Bank of America
North Carolina
$17.2M +$7.69M +250,711 +59%

SLCA Hedge Fund Activity: Q1 2018 in Review

290 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in U.S. SILICA HOLDINGS, INC. (SLCA) for Q1 2018, worth a combined $2.03B — down 22% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of SLCA and 48 opened new positions — a net loss of 38 holders — while 89 trimmed existing stakes and 115 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $70.7M. The largest seller was Capital World Investors, exiting entirely with an estimated $55.6M sold.

  • 290 institutional investors held U.S. SILICA HOLDINGS, INC. (SLCA) as of Q1 2018, down from 333 in Q4 2017.
  • Funds reported $2.03B of U.S. SILICA HOLDINGS, INC. stock for Q1 2018, down 22% quarter-over-quarter.
  • 48 funds opened new U.S. SILICA HOLDINGS, INC. positions in Q1 2018 and 86 closed out, a net change of -38 holders.
  • The largest U.S. SILICA HOLDINGS, INC. buyer in Q1 2018 was Fuller & Thaler Asset Management, an estimated $70.7M added.
  • The largest U.S. SILICA HOLDINGS, INC. seller in Q1 2018 was Capital World Investors, an estimated $55.6M sold.

Based on aggregated 13F filings for Q1 2018.