Who owns SIMA (SIMA)
Which tracked institutional funds hold SIMA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIMA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
11 tracked funds added or opened SIMA while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SIMA’s largest tracked holder by dollar value, Harraden Circle Investments, LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SIMA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 55 tracked filers holding SIMA, 15 increased or opened the position and 22 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SIMA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- Harraden Circle Investments, LLC$241M
- DLD Asset Management, LP$5M
- Crossingbridge Advisors, LLC$1M
- SONA ASSET MANAGEMENT (US) LLC$1M
- RLH Capital LLC$1M
- RiverPark Advisors, LLC$578K
Full exits 2
- COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4M
- BOOTHBAY FUND MANAGEMENT, LLC$2M
Largest adds
- Context Capital Management, LLC$12M
- TORONTO DOMINION BANK$4M
- BERKLEY W R CORP$4M
- Clear Street Group Inc.$392K
- Magnetar Financial LLC$328K
Largest trims
- METEORA CAPITAL, LLC$54M
- MIZUHO SECURITIES USA LLC$6M
- First Trust Capital Management L.P.$5M
- Westchester Capital Management, LLC$5M
- PICTON MAHONEY ASSET MANAGEMENT$5M
- Bulldog Investors, LLP$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Harraden Circle Investments, LLC new | 769,027 | $241M | 44.6% | 2026-Q1 |
| METEORA CAPITAL, LLC trimmed | 199,985 | $54M | 10.0% | 2026-Q1 |
| Magnetar Financial LLC | 1,945,196 | $21M | 3.9% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 1,725,032 | $18M | 3.4% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 1,300,000 | $14M | 2.6% | 2026-Q1 |
| First Trust Capital Management L.P. trimmed | 1,294,000 | $14M | 2.6% | 2026-Q1 |
| D. E. Shaw & Co., Inc. | 987,497 | $11M | 2.0% | 2026-Q1 |
| BERKLEY W R CORP added | 912,286 | $10M | 1.8% | 2026-Q1 |
| TORONTO DOMINION BANK added | 780,637 | $8M | 1.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 623,342 | $7M | 1.2% | 2026-Q1 |
| Wealthspring Capital LLC added | 617,864 | $7M | 1.2% | 2026-Q1 |
| Hudson Bay Capital Management LP trimmed | 596,090 | $6M | 1.2% | 2026-Q1 |
| Radcliffe Capital Management, L.P. added | 539,443 | $6M | 1.1% | 2026-Q1 |
| DLD Asset Management, LP new | 501,421 | $5M | 1.0% | 2026-Q1 |
| WHITEBOX ADVISORS LLC | 500,000 | $5M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | 500,000 | $5M | 1.0% | 2026-Q1 |
| Periscope Capital Inc. added | 300,000 | $3M | 0.6% | 2026-Q1 |
| Context Capital Management, LLC | 270,000 | $3M | 0.5% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 250,000 | $3M | 0.5% | 2026-Q1 |
| GLAZER CAPITAL, LLC added | 225,149 | $2M | 0.4% | 2026-Q1 |
| L1 Global Manager Pty Ltd | 200,000 | $2M | 0.4% | 2026-Q1 |
| Verition Fund Management LLC | 191,114 | $2M | 0.4% | 2026-Q1 |
| Crossingbridge Advisors, LLC new | 104,500 | $1M | 0.2% | 2026-Q1 |
| SONA ASSET MANAGEMENT (US) LLC new | 100,000 | $1M | 0.2% | 2026-Q1 |
| Quarry LP | 100,000 | $1M | 0.2% | 2026-Q1 |
| DELTEC ASSET MANAGEMENT LLC | 100,000 | $1M | 0.2% | 2026-Q1 |
| RLH Capital LLC new | 100,000 | $1M | 0.2% | 2026-Q1 |
| Shaolin Capital Management LLC trimmed | 100,000 | $1M | 0.2% | 2026-Q1 |
| Yakira Capital Management, Inc. trimmed | 98,360 | $1M | 0.2% | 2026-Q1 |
| MIZUHO SECURITIES USA LLC trimmed | 83,018 | $888K | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 69,393 | $744K | 0.1% | 2026-Q1 |
| RiverPark Advisors, LLC new | 53,900 | $578K | 0.1% | 2026-Q1 |
| UBS Group AG added | 42,984 | $461K | 0.1% | 2026-Q1 |
| Kepos Capital LP | 30,000 | $322K | 0.1% | 2026-Q1 |
| HGC Investment Management Inc. | 25,000 | $268K | 0.0% | 2026-Q1 |
| MMCAP International Inc. SPC added | 990,000 | $248K | 0.0% | 2026-Q1 |
| PenderFund Capital Management Ltd. added | 20,400 | $219K | 0.0% | 2026-Q1 |
| AQR Arbitrage LLC trimmed | 814,850 | $204K | 0.0% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 15,250 | $165K | 0.0% | 2026-Q1 |
| LMR Partners LLP | 490,000 | $122K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 299,540 | $94K | 0.0% | 2026-Q1 |
| Alberta Investment Management Corp trimmed | 375,000 | $94K | 0.0% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. trimmed | 301,172 | $81K | 0.0% | 2026-Q1 |
| Bulldog Investors, LLP trimmed | 207,330 | $56K | 0.0% | 2026-Q1 |
| CSS LLC/IL added | 193,722 | $52K | 0.0% | 2026-Q1 |
| Westchester Capital Management, LLC trimmed | 187,499 | $51K | 0.0% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 200,951 | $50K | 0.0% | 2026-Q1 |
| Saba Capital Management, L.P. | 111,217 | $35K | 0.0% | 2026-Q1 |
| Clear Street Group Inc. added | 124,738 | $31K | 0.0% | 2026-Q1 |
| Lineage Point Capital LP new | 100,000 | $25K | 0.0% | 2026-Q1 |
| GRITSTONE ASSET MANAGEMENT LLC | 75,542 | $19K | 0.0% | 2026-Q1 |
| BARCLAYS PLC | 654 | $7K | 0.0% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 18,117 | $5K | 0.0% | 2026-Q1 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 3,783 | $946 | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 71 | $761 | 0.0% | 2026-Q1 |
| ATW SPAC MANAGEMENT LLC | 186,121 | $69M | 12.8% | 2025-Q3 stale |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 400,000 | $4M | 0.8% | 2025-Q4 stale |
| BOOTHBAY FUND MANAGEMENT, LLC | 186,121 | $2M | 0.4% | 2025-Q4 stale |
| MIZUHO SECURITIES USA LLC added | 120,000 | $1M | 0.2% | 2025-Q1 stale |
| Tabor Asset Management, LP new | 99,999 | $1M | 0.2% | 2025-Q1 stale |
| CANTOR FITZGERALD, L. P. trimmed | 2,002,100 | $741K | 0.1% | 2025-Q3 stale |
| BCK Capital Management LP trimmed | 46,370 | $489K | 0.1% | 2025-Q3 stale |
| Tuttle Capital Management, LLC | 30,000 | $307K | 0.1% | 2025-Q1 stale |
| MASO CAPITAL PARTNERS Ltd | 500,000 | $185K | 0.0% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 15,460 | $162K | 0.0% | 2025-Q3 stale |
| Virtu Financial LLC trimmed | 11,127 | $116K | 0.0% | 2025-Q2 stale |
| CLEAR STREET LLC added | 124,838 | $34K | 0.0% | 2025-Q2 stale |
| Schechter Investment Advisors, LLC trimmed | 214,655 | $28K | 0.0% | 2025-Q1 stale |
| OSAIC HOLDINGS, INC. | 250 | $3K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.