SIM Acquisition Corp. I Unit Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MAGNETAR FINANCIAL LLC | 11/13/2025 | 1.95 M | $20.42 M | 0.00% | 8.46% |
| PICTON MAHONEY ASSET MANAGEMENT | 11/12/2025 | 1.80 M | $18.97 M | 0.00% | 7.83% |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 11/17/2025 | 1.80 M | $18.97 M | 0.00% | 7.83% |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 1.77 M | $18.64 M | -7.78% | 7.69% |
| AQR ARBITRAGE LLC | 11/14/2025 | 1.46 M | $15.29 M | -0.55% | 6.33% |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 11/14/2025 | 1.27 M | $13.34 M | 3.70% | 5.52% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 987.50 K | $10.37 M | 0.00% | 4.29% |
| MMCAP INTERNATIONAL INC. SPC | 11/10/2025 | 980.00 K | $10.33 M | 0.00% | 4.26% |
| LMR PARTNERS LLP | 11/14/2025 | 980.00 K | $10.33 M | 0.00% | 4.26% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 11/07/2025 | 750.00 K | $7.88 M | 0.00% | 3.26% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 723.95 K | $7.63 M | 83.27% | 3.15% |
| WEALTHSPRING CAPITAL LLC | 10/15/2025 | 628.98 K | $6.63 M | -0.37% | 2.73% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 623.34 K | $6.57 M | 0.00% | 2.71% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 11/13/2025 | 597.02 K | $6.27 M | 101.00% | 2.60% |
| BERKLEY W R CORP | 11/14/2025 | 521.52 K | $5.50 M | 0.00% | 2.27% |
| RADCLIFFE CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 510.03 K | $5.38 M | 88.50% | 2.22% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 500.00 K | $5.27 M | 0.00% | 2.17% |
| WHITEBOX ADVISORS LLC | 11/14/2025 | 500.00 K | $5.27 M | 0.00% | 2.17% |
| PERISCOPE CAPITAL INC. | 11/13/2025 | 450.00 K | $4.74 M | 100.00% | 1.96% |
| BULLDOG INVESTORS, LLP | 11/14/2025 | 415.64 K | $4.38 M | -1.22% | 1.81% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 11/12/2025 | 400.00 K | $4.22 M | 100.00% | 1.74% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 389.82 K | $4.11 M | -0.07% | 1.69% |
| TORONTO DOMINION BANK | 11/14/2025 | 366.50 K | $3.86 M | 47.07% | 1.59% |
| MIZUHO SECURITIES USA LLC | 10/22/2025 | 275.63 K | $2.85 M | 29.95% | 1.20% |
| CONTEXT CAPITAL MANAGEMENT, LLC | 11/12/2025 | 270.00 K | $2.85 M | -27.03% | 1.17% |
| METEORA CAPITAL, LLC | 11/17/2025 | 255.43 K | $2.69 M | -72.46% | 1.11% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11/13/2025 | 250.00 K | $2.63 M | 0.00% | 1.09% |
| GLAZER CAPITAL, LLC | 11/13/2025 | 235.10 K | $2.48 M | -6.00% | 1.02% |
| SHAOLIN CAPITAL MANAGEMENT LLC | 11/14/2025 | 201.35 K | $2.12 M | 101.35% | 0.88% |
| VERITION FUND MANAGEMENT LLC | 11/14/2025 | 191.52 K | $2.01 M | -4.06% | 0.83% |
| DELTEC ASSET MANAGEMENT LLC | 10/24/2025 | 100.00 K | $1.05 M | 0.00% | 0.43% |
| QUARRY LP | 11/14/2025 | 100.00 K | $1.05 M | -50.00% | 0.43% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2025 | 82.14 K | $865.71 K | -13.48% | 0.36% |
| BCK CAPITAL MANAGEMENT LP | 11/10/2025 | 46.37 K | $488.74 K | -7.26% | 0.20% |
| KEPOS CAPITAL LP | 11/13/2025 | 30.00 K | $316.00 K | 0.00% | 0.13% |
| UBS GROUP AG | 11/13/2025 | 29.68 K | $312.80 K | 42,295.71% | 0.13% |
| HGC INVESTMENT MANAGEMENT INC. | 11/14/2025 | 25.00 K | $263.50 K | 0.00% | 0.11% |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 11/14/2025 | 25.00 K | $262.50 K | 0.00% | 0.11% |
| CITADEL ADVISORS LLC | 11/14/2025 | 15.46 K | $162.33 K | 22.37% | 0.07% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 11/14/2025 | 15.25 K | $160.13 K | 0.00% | 0.07% |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 11/12/2025 | 7.57 K | $79.75 K | 100.00% | 0.03% |
| CLEAR STREET GROUP INC. | 11/14/2025 | 1.32 K | $13.88 K | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 250 | $2.61 K | 100.00% | 0.00% |
| MORGAN STANLEY | 11/14/2025 | 84 | $885 | 21.74% | 0.00% |
| SCULPTOR CAPITAL LP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| K2 PRINCIPAL FUND, L.P. | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
SIM Acquisition Corp. I Unit institutional Ownership - FAQ's
During the previous two years, 51 institutional investors and hedge funds held shares of SIM Acquisition Corp. I Unit. The most heavily invested institutionals were:
Magnetar Financial LLC: 1.95 M
First Trust Capital Management L.P.: 1.8 M
PICTON MAHONEY ASSET MANAGEMENT: 1.8 M
Karpus Management, Inc.: 1.77 M
AQR Arbitrage LLC: 1.46 M
Westchester Capital Management, LLC: 1.27 M
97.92% of SIM Acquisition Corp. I Unit stock is owned by institutional investors.
Institutional investors have bought a total of 23.74 M shares in the last 24 months. This purchase volume represents approximately $250.72 M in transactions.