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Smart Sand

75 hedge funds and large institutions have $69.3M invested in Smart Sand in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

2.82% less ownership

Funds ownership: 43.34%40.53% (-2.8%)

9% less funds holding

Funds holding: 8275 (-7)

14% less capital invested

Capital invested by funds: $80.8M → $69.3M (-$11.5M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

76% less call options, than puts

Call options by funds: $139K | Put options by funds: $569K

Holders
75
Holders Change
-7
Holders Change %
-8.54%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
26
Closed
15
Calls
$139K
Puts
$569K
Net Calls
-$430K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$13.6M +$2.75M +527,259 +19%
ClearBridge Investments
2
ClearBridge Investments
New York
$11.2M +$14.3M +2,731,742 +922,886%
BlackRock
3
BlackRock
New York
$5.95M +$29.7K +5,682 +0.4%
Russell Investments Group
4
Russell Investments Group
United Kingdom
$5.5M -$1M -192,040 -13%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.91M +$1.01M +194,397 +19%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$3.91M +$1.56M +299,572 +46%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.98M -$16.2K -3,102 -0.4%
Wells Fargo
8
Wells Fargo
California
$2.14M -$98.5K -18,879 -4%
QCI
9
Quaker Capital Investments
Pennsylvania
$2.09M
SI
10
Sprott Inc
Ontario, Canada
$1.98M -$131K -25,000 -5%
State Street
11
State Street
Massachusetts
$1.69M +$435K +83,300 +25%
Boston Partners
12
Boston Partners
Massachusetts
$1.38M -$2.34M -447,320 -57%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$1.33M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$962K +$58.7K +11,241 +5%
Northern Trust
15
Northern Trust
Illinois
$961K +$23.1K +4,416 +2%
BCM
16
Bridgeway Capital Management
Texas
$866K +$448K +85,800 +69%
LSV Asset Management
17
LSV Asset Management
Illinois
$653K
SRC
18
Shufro Rose & Co
New York
$592K +$752K +144,000 New
AIMCA
19
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$550K
Bank of New York Mellon
20
Bank of New York Mellon
New York
$550K +$37.7K +7,218 +6%
Charles Schwab
21
Charles Schwab
California
$413K -$2.8K -536 -0.5%
American Century Companies
22
American Century Companies
Missouri
$343K -$2.06M -394,030 -83%
AQR Capital Management
23
AQR Capital Management
Connecticut
$319K -$387K -74,233 -49%
UBS Group
24
UBS Group
Switzerland
$306K -$5.34K -1,023 -1%
Creative Planning
25
Creative Planning
Kansas
$302K +$384K +73,600 New

SND Hedge Fund Activity: Q3 2018 in Review

75 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Smart Sand (SND) for Q3 2018, worth a combined $69.3M — down 14% from $80.8M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SND and 8 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 24 added.

The largest buyer was ClearBridge Investments, adding an estimated $14.3M. The largest seller was Grandeur Peak Global Advisors, exiting entirely with an estimated $2.7M sold.

  • 75 institutional investors held Smart Sand (SND) as of Q3 2018, down from 82 in Q2 2018.
  • Funds reported $69.3M of Smart Sand stock for Q3 2018, down 14% quarter-over-quarter.
  • 8 funds opened new Smart Sand positions in Q3 2018 and 15 closed out, a net change of -7 holders.
  • The largest Smart Sand buyer in Q3 2018 was ClearBridge Investments, an estimated $14.3M added.
  • The largest Smart Sand seller in Q3 2018 was Grandeur Peak Global Advisors, an estimated $2.7M sold.

Based on aggregated 13F filings for Q3 2018.