SLDP ranks #3092 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SLDP is a top-conviction position for Riverstone Holdings LLC — at 38.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SLDP belongs to California State Teachers Retirement System, but the position matters far more to Riverstone Holdings LLC, who has 38.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Ken Griffin has added to its SLDP position for two straight quarters, increasing it by $4.8M to reach $7.5M today.
David Shaw has trimmed its SLDP position for two straight quarters, cutting it by $18.2M while still holding $7.7M.
SLDP is down 1.9% today, but institutions show net buying of $20.2M this quarter — a divergence between today's price move and the underlying institutional flow.