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SLI

Standard Lithium

91 hedge funds and large institutions have $121M invested in Standard Lithium in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $903K | Put options by funds: $594K

35% more capital invested

Capital invested by funds: $89M → $121M (+$31.5M)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

2% more funds holding

Funds holding: 8991 (+2)

0.94% more ownership

Funds ownership: 18.16%19.09% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
13
Reduced
20
Closed
18
Calls
$903K
Puts
$594K
Net Calls
+$309K
Net Calls Change
-$411K
Name Holding Trade Value Shares
Change
Change in
Stake
KI
1
Koch Industries
Kansas
$51.2M
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$19.8M +$6.23M +1,597,999 +44%
VanEck Associates
3
VanEck Associates
New York
$11.4M -$165K -42,365 -1%
Invesco
4
Invesco
Georgia
$11M -$964K -247,303 -8%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$8.92M +$1.57M +402,561 +21%
Morgan Stanley
6
Morgan Stanley
New York
$2.72M -$1.04M -266,007 -27%
DZ Bank
7
DZ Bank
Germany
$1.26M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.14M +$86.7K +22,242 +8%
BlackRock
9
BlackRock
New York
$1.09M +$43.2K +11,078 +4%
IAIM
10
International Assets Investment Management
Florida
$1.03M -$432K -110,760 -29%
SI
11
Stephens Inc
Arkansas
$937K -$5.71K -1,466 -0.6%
MW
12
MBL Wealth
North Carolina
$935K
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$758K +$786K +201,722 New
MCA
14
Millennium Capital Advisors
Arkansas
$733K +$13.3K +3,400 +2%
Millennium Management
15
Millennium Management
New York
$723K -$11.8K -3,015 -2%
Bank of America
16
Bank of America
North Carolina
$652K -$249K -64,013 -27%
WCA
17
Waypoint Capital Advisors
Minnesota
$608K
CLOS
18
Compagnie Lombard Odier SCmA
Switzerland
$369K
LPL Financial
19
LPL Financial
California
$353K -$10.7K -2,741 -3%
BA
20
Bard Associates
Illinois
$336K -$4.68K -1,200 -1%
TDC
21
Thompson Davis & Co
Virginia
$329K +$18.4K +4,725 +6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$323K +$877 +225 +0.3%
ASN
23
Advisory Services Network
Georgia
$320K +$142K +36,527 +77%
USGIU
24
U.S. Global Investors (USGI)
Texas
$285K
RIS
25
Retirement Income Solutions
Michigan
$237K

SLI Hedge Fund Activity: Q1 2023 in Review

91 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Standard Lithium (SLI) for Q1 2023, worth a combined $121M — up 35% from $89M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SLI positions and 18 closed out — a net gain of 5 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was BNP Paribas Asset Management, adding an estimated $6.23M. The largest seller was Morgan Stanley, cutting an estimated $1.04M.

  • 91 institutional investors held Standard Lithium (SLI) as of Q1 2023, up from 89 in Q4 2022.
  • Funds reported $121M of Standard Lithium stock for Q1 2023, up 35% quarter-over-quarter.
  • 23 funds opened new Standard Lithium positions in Q1 2023 and 18 closed out, a net change of +5 holders.
  • The largest Standard Lithium buyer in Q1 2023 was BNP Paribas Asset Management, an estimated $6.23M added.
  • The largest Standard Lithium seller in Q1 2023 was Morgan Stanley, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2023.