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SLI

Standard Lithium

88 hedge funds and large institutions have $140M invested in Standard Lithium in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $1.27M

16% more capital invested

Capital invested by funds: $121M → $140M (+$19.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 19.09%18.53% (-0.56%)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

3% less funds holding

Funds holding: 9188 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
18
Reduced
19
Closed
13
Calls
$1.51M
Puts
$1.27M
Net Calls
+$242K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
51
Baader Bank Aktiengesellschaft
Germany
$57.3K +$11.4K +2,936 +16%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$56K +$48.3K +12,419 New
CCA
53
Cadent Capital Advisors
Oklahoma
$45K
GSIAS
54
Garden State Investment Advisory Services
New Jersey
$45K
AC
55
Apella Capital
Connecticut
$45K +$38.9K +10,000 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$35K +$18.8K +4,823 +170%
FPB
57
First PREMIER Bank
South Dakota
$27K
HCP
58
Hexagon Capital Partners
Arkansas
$22.5K
Simplex Trading
59
Simplex Trading
Illinois
$21K -$53.8K -13,829 -75%
UBS Group
60
UBS Group
Switzerland
$15.7K +$1.37K +353 +11%
TWC
61
TD Waterhouse Canada
Ontario, Canada
$15K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$9K
SN
63
Sittner & Nelson
Oregon
$7.3K
CWP
64
Concord Wealth Partners
Virginia
$4.5K
HCM
65
Hollencrest Capital Management
California
$4.5K
PA
66
Parallel Advisors
California
$4.5K
SWM
67
Spire Wealth Management
Virginia
$3.6K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$3K
SIS
69
Sound Income Strategies
Florida
$2.55K +$2.21K +567 New
AF
70
Allworth Financial
California
$2.25K
RMA
71
Roffman Miller Associates
Pennsylvania
$2.25K +$1.95K +500 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$2K
LFG
73
Larson Financial Group
Missouri
$1.8K
DI
74
Disciplined Investments
Oklahoma
$1.36K
OLVIG
75
Oliver Lagore Vanvalin Investment Group
Michigan
$1.35K +$1.17K +300 New

SLI Hedge Fund Activity: Q2 2023 in Review

88 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Standard Lithium (SLI) for Q2 2023, worth a combined $140M — up 16% from $121M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SLI and 10 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 18 added.

The largest buyer was BNP Paribas Asset Management, adding an estimated $2.5M. The largest seller was Invesco, cutting an estimated $2.68M.

  • 88 institutional investors held Standard Lithium (SLI) as of Q2 2023, down from 91 in Q1 2023.
  • Funds reported $140M of Standard Lithium stock for Q2 2023, up 16% quarter-over-quarter.
  • 10 funds opened new Standard Lithium positions in Q2 2023 and 13 closed out, a net change of -3 holders.
  • The largest Standard Lithium buyer in Q2 2023 was BNP Paribas Asset Management, an estimated $2.5M added.
  • The largest Standard Lithium seller in Q2 2023 was Invesco, an estimated $2.68M sold.

Based on aggregated 13F filings for Q2 2023.