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Smart Sand

59 hedge funds and large institutions have $28M invested in Smart Sand in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,005% more call options, than puts

Call options by funds: $641K | Put options by funds: $58K

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

27% more capital invested

Capital invested by funds: $22.1M → $28M (+$5.89M)

16% more funds holding

Funds holding: 5159 (+8)

2.32% more ownership

Funds ownership: 22.89%25.21% (+2.3%)

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
22
Reduced
11
Closed
5
Calls
$641K
Puts
$58K
Net Calls
+$583K
Net Calls Change
+$383K
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$4.47M +$844K +359,099 +26%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.79M -$3.42K -1,458 -0.1%
CM
3
CastleKnight Management
New York
$2.39M -$195K -83,200 -8%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$2.13M +$267K +113,612 +16%
SI
5
Sprott Inc
Ontario, Canada
$1.94M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.52M +$191K +81,507 +16%
BCM
7
Bridgeway Capital Management
Texas
$1.44M +$41.8K +17,788 +3%
BlackRock
8
BlackRock
New York
$1.24M -$38.2K -16,267 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.13M +$10.1K +4,287 +1%
JCP
10
JB Capital Partners
New York
$907K
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$836K +$475K +202,113 +167%
Renaissance Technologies
12
Renaissance Technologies
New York
$761K -$227K -96,779 -25%
First Eagle Investment Management
13
First Eagle Investment Management
New York
$665K +$73.7K +31,363 +14%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$606K +$5.29K +2,250 +1%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$421K +$382K +162,500 New
EF
16
Empowered Funds
Pennsylvania
$418K +$24.9K +10,588 +7%
State Street
17
State Street
Massachusetts
$392K
RWM
18
Ritholtz Wealth Management
New York
$371K +$78.7K +33,506 +30%
Man Group
19
Man Group
United Kingdom
$305K -$47.4K -20,171 -15%
Jane Street
20
Jane Street
New York
$210K +$148K +62,961 +349%
Millennium Management
21
Millennium Management
New York
$198K +$57.4K +24,416 +47%
Northern Trust
22
Northern Trust
Illinois
$189K
Citadel Advisors
23
Citadel Advisors
Florida
$184K +$63.8K +27,176 +62%
Marshall Wace
24
Marshall Wace
United Kingdom
$175K +$135K +57,399 +557%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$157K +$115K +48,948 +419%

SND Hedge Fund Activity: Q1 2025 in Review

59 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Smart Sand (SND) for Q1 2025, worth a combined $28M — up 27% from $22.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SND positions and 5 closed out — a net gain of 8 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Gendell Jeffrey L, adding an estimated $844K. The largest seller was Militia Capital Partners, exiting entirely with an estimated $401K sold.

  • 59 institutional investors held Smart Sand (SND) as of Q1 2025, up from 51 in Q4 2024.
  • Funds reported $28M of Smart Sand stock for Q1 2025, up 27% quarter-over-quarter.
  • 13 funds opened new Smart Sand positions in Q1 2025 and 5 closed out, a net change of +8 holders.
  • The largest Smart Sand buyer in Q1 2025 was Gendell Jeffrey L, an estimated $844K added.
  • The largest Smart Sand seller in Q1 2025 was Militia Capital Partners, an estimated $401K sold.

Based on aggregated 13F filings for Q1 2025.