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Smart Sand

89 hedge funds and large institutions have $33M invested in Smart Sand in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

5% more funds holding

Funds holding: 8589 (+4)

1.15% more ownership

Funds ownership: 32.63%33.78% (+1.2%)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

13% less capital invested

Capital invested by funds: $38.1M → $33M (-$5.13M)

83% less call options, than puts

Call options by funds: $41K | Put options by funds: $238K

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
28
Closed
8
Calls
$41K
Puts
$238K
Net Calls
-$197K
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
26
Oxford Asset Management
United Kingdom
$291K +$286K +115,653 New
ZCM
27
Zebra Capital Management
Connecticut
$239K +$173K +70,062 +282%
PPP
28
Private Portfolio Partners
New Jersey
$220K +$49.6K +20,059 +30%
Invesco
29
Invesco
Georgia
$209K +$13.1K +5,316 +7%
LPL Financial
30
LPL Financial
California
$180K -$11.2K -4,530 -6%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$177K +$158K +64,032 +1,057%
N
32
Nuveen
North Carolina
$160K -$58.8K -23,796 -27%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$140K -$12.9K -5,223 -9%
Charles Schwab
34
Charles Schwab
California
$122K
CEP
35
Chicago Equity Partners
Illinois
$121K +$119K +48,070 New
PAM
36
Panagora Asset Management
Massachusetts
$118K +$116K +46,726 New
AllianceBernstein
37
AllianceBernstein
Tennessee
$117K
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$117K +$67.3K +27,225 +142%
Goldman Sachs
39
Goldman Sachs
New York
$113K +$33.3K +13,460 +43%
CAMG
40
CWA Asset Management Group
Florida
$107K -$16.4K -6,650 -14%
KIG
41
Kessler Investment Group
Indiana
$106K
Renaissance Technologies
42
Renaissance Technologies
New York
$101K -$101K -41,000 -50%
M&T Bank
43
M&T Bank
New York
$101K +$22.9K +9,248 +30%
KFA
44
Kelleher Financial Advisors
New York
$95K -$1.56K -630 -2%
MWP
45
MYCIO Wealth Partners
Pennsylvania
$92K
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$86K +$1.11K +451 +1%
DA
47
Denali Advisors
California
$84K +$82K +33,172 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$83K -$3.79K -1,532 -4%
EGM
49
Engineers Gate Manager
New York
$80K -$38.9K -15,736 -33%
Morgan Stanley
50
Morgan Stanley
New York
$75K +$52.7K +21,301 +243%

SND Hedge Fund Activity: Q4 2019 in Review

89 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Smart Sand (SND) for Q4 2019, worth a combined $33M — down 13% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SND positions and 8 closed out — a net gain of 4 holders — while 27 added to existing stakes and 28 trimmed.

The largest buyer was Bridgeway Capital Management, adding an estimated $458K. The largest seller was Quaker Capital Investments, cutting an estimated $448K.

  • 89 institutional investors held Smart Sand (SND) as of Q4 2019, up from 85 in Q3 2019.
  • Funds reported $33M of Smart Sand stock for Q4 2019, down 13% quarter-over-quarter.
  • 12 funds opened new Smart Sand positions in Q4 2019 and 8 closed out, a net change of +4 holders.
  • The largest Smart Sand buyer in Q4 2019 was Bridgeway Capital Management, an estimated $458K added.
  • The largest Smart Sand seller in Q4 2019 was Quaker Capital Investments, an estimated $448K sold.

Based on aggregated 13F filings for Q4 2019.