Sasol
120 hedge funds and large institutions have $461M invested in Sasol in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 32 closing their positions.
7,700% more call options, than puts
Call options by funds: $546K | Put options by funds: $7K
11% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 38
0.4% less ownership
Funds ownership: 2.8% → 2.41% (-0.4%)
9% less funds holding
Funds holding: 132 → 120 (-12)
12% less capital invested
Capital invested by funds: $523M → $461M (-$62.1M)
28% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$19.1M |
| 2 |
Goldman Sachs
New York
|
+$5.6M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$3.97M |
| 4 |
AIM
ARGA Investment Management
Stamford,
Connecticut
|
+$2.79M |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$63.1M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$6.45M |
| 3 |
Renaissance Technologies
New York
|
-$5.35M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$4.84M |
| 5 |
Two Sigma Investments
New York
|
-$3.7M |
SSL Hedge Fund Activity: Q1 2017 in Review
120 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sasol (SSL) for Q1 2017, worth a combined $461M — down 12% from $523M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of SSL and 23 opened new positions — a net loss of 9 holders — while 38 trimmed existing stakes and 42 added.
The largest buyer was SEI Investments, adding an estimated $19.1M. The largest seller was Allianz Asset Management, cutting an estimated $63.1M.
- 120 institutional investors held Sasol (SSL) as of Q1 2017, down from 132 in Q4 2016.
- Funds reported $461M of Sasol stock for Q1 2017, down 12% quarter-over-quarter.
- 23 funds opened new Sasol positions in Q1 2017 and 32 closed out, a net change of -9 holders.
- The largest Sasol buyer in Q1 2017 was SEI Investments, an estimated $19.1M added.
- The largest Sasol seller in Q1 2017 was Allianz Asset Management, an estimated $63.1M sold.
Based on aggregated 13F filings for Q1 2017.