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Smart Sand

85 hedge funds and large institutions have $38.1M invested in Smart Sand in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $62K | Put options by funds: $34K

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

11% more capital invested

Capital invested by funds: $34.5M → $38.1M (+$3.63M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 8585 (0)

1.92% less ownership

Funds ownership: 34.54%32.63% (-1.9%)

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
27
Reduced
23
Closed
14
Calls
$62K
Puts
$34K
Net Calls
+$28K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$219K +$242 +97 +0.1%
SIM
27
Spark Investment Management
New York
$216K -$133K -53,319 -41%
LPL Financial
28
LPL Financial
California
$215K -$7K -2,807 -4%
PPP
29
Private Portfolio Partners
New Jersey
$191K -$25.8K -10,330 -13%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$173K +$153K +61,223 New
DZ Bank
31
DZ Bank
Germany
$170K
VF
32
Virtu Financial
New York
$146K +$57.5K +23,033 +81%
CAMG
33
CWA Asset Management Group
Florida
$139K -$4.12K -1,650 -3%
Charles Schwab
34
Charles Schwab
California
$137K -$195K -78,011 -62%
GCP
35
GSA Capital Partners
United Kingdom
$137K +$121K +48,357 New
EGM
36
Engineers Gate Manager
New York
$135K +$50.5K +20,234 +74%
AllianceBernstein
37
AllianceBernstein
Tennessee
$132K
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$130K +$115K +45,968 New
KIG
39
Kessler Investment Group
Indiana
$119K -$40.5K -16,248 -28%
Barclays
40
Barclays
United Kingdom
$117K -$241K -96,524 -70%
WG
41
Winton Group
United Kingdom
$114K -$8.68K -3,480 -8%
KFA
42
Kelleher Financial Advisors
New York
$108K +$13.3K +5,345 +16%
MWP
43
MYCIO Wealth Partners
Pennsylvania
$103K
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$98K
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$95K +$7.47K +2,993 +10%
M&T Bank
46
M&T Bank
New York
$88K +$3.42K +1,370 +5%
Goldman Sachs
47
Goldman Sachs
New York
$88K +$18.2K +7,300 +31%
Deutsche Bank
48
Deutsche Bank
Germany
$80K +$56.6K +22,676 +377%
ZCM
49
Zebra Capital Management
Connecticut
$71K +$62K +24,867 New
Jane Street
50
Jane Street
New York
$56K +$49.4K +19,803 New

SND Hedge Fund Activity: Q3 2019 in Review

85 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Smart Sand (SND) for Q3 2019, worth a combined $38.1M — up 11% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SND positions and 14 closed out — a net gain of 1 holder — while 27 added to existing stakes and 23 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $468K. The largest seller was ClearBridge Investments, cutting an estimated $1.35M.

  • 85 institutional investors held Smart Sand (SND) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $38.1M of Smart Sand stock for Q3 2019, up 11% quarter-over-quarter.
  • 15 funds opened new Smart Sand positions in Q3 2019 and 14 closed out, a net change of +1 holder.
  • The largest Smart Sand buyer in Q3 2019 was Marshall Wace, an estimated $468K added.
  • The largest Smart Sand seller in Q3 2019 was ClearBridge Investments, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2019.