Smart Sand
SND
51 hedge funds and large institutions have $22.1M invested in Smart Sand in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
21% more funds holding
Funds holding: 42 → 51 (+9)
21% more capital invested
Capital invested by funds: $18.2M → $22.1M (+$3.85M)
1.34% more ownership
Funds ownership: 21.55% → 22.89% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$410K |
| 2 |
JCP
JB Capital Partners
Armonk,
New York
|
+$335K |
| 3 |
GJL
Gendell Jeffrey L
|
+$334K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$270K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$320K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$258K |
| 3 |
Man Group
London,
United Kingdom
|
-$135K |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$128K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$80.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
51
SBI Securities
Tokyo,
Japan
| $14 | +$13 | +6 | New |
|
|
MSFS
52
Main Street Financial Solutions
Newtown,
Pennsylvania
| – | -$320K | -162,500 | Closed |
|
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$258K | -131,569 | Closed |
|
|
TSS
54
Two Sigma Securities
New York
| – | -$34.7K | -17,596 | Closed |
|
|
CAM
55
Cresset Asset Management
Chicago,
Illinois
| – | -$28.6K | -14,500 | Closed |
|
SND Hedge Fund Activity: Q4 2024 in Review
51 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Smart Sand (SND) for Q4 2024, worth a combined $22.1M — up 21% from $18.2M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SND positions and 4 closed out — a net gain of 10 holders — while 18 added to existing stakes and 10 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $410K. The largest seller was Main Street Financial Solutions, exiting entirely with an estimated $320K sold.
- 51 institutional investors held Smart Sand (SND) as of Q4 2024, up from 42 in Q3 2024.
- Funds reported $22.1M of Smart Sand stock for Q4 2024, up 21% quarter-over-quarter.
- 14 funds opened new Smart Sand positions in Q4 2024 and 4 closed out, a net change of +10 holders.
- The largest Smart Sand buyer in Q4 2024 was Renaissance Technologies, an estimated $410K added.
- The largest Smart Sand seller in Q4 2024 was Main Street Financial Solutions, an estimated $320K sold.
Based on aggregated 13F filings for Q4 2024.