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First Majestic Silver

104 hedge funds and large institutions have $456M invested in First Majestic Silver in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

5% more funds holding

Funds holding: 99104 (+5)

2% more capital invested

Capital invested by funds: $447M → $456M (+$8.67M)

3.07% less ownership

Funds ownership: 36.02%32.95% (-3.1%)

10% less call options, than puts

Call options by funds: $7.97M | Put options by funds: $8.87M

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
17
Increased
43
Reduced
31
Closed
10
Calls
$7.97M
Puts
$8.87M
Net Calls
-$906K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$81.8M -$22.7M -1,734,256 -20%
SI
2
Sprott Inc
Ontario, Canada
$54.8M +$2.96M +226,343 +5%
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$45.9M +$22.6M +1,725,851 +80%
BII
4
Baring International Investment
United Kingdom
$28.5M -$2.57M -196,950 -8%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$22.5M +$3.25M +248,714 +16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$18.7M +$1.53M +117,305 +8%
Public Sector Pension Investment Board (PSP Investments)
7
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.2M +$74.5K +5,700 +0.5%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$12.8M +$470K +36,000 +3%
PAMP
9
Polar Asset Management Partners
Ontario, Canada
$12.3M
GXMC
10
Global X Management Company
New York
$11.7M +$12.8M +982,547 New
Norges Bank
11
Norges Bank
Norway
$11.1M +$1.89M +144,931 +18%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M -$340K -26,000 -3%
Morgan Stanley
13
Morgan Stanley
New York
$9.94M +$7.29M +558,155 +199%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$9.59M -$3.1M -236,986 -23%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$7.69M +$3.46M +265,100 +69%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$6.9M -$409K -31,285 -5%
Bank of America
17
Bank of America
North Carolina
$6.81M +$1.11M +84,669 +17%
BAM
18
Bedlam Asset Management
United Kingdom
$6.52M +$1.97M +151,115 +38%
PG
19
Portola Group
California
$5.95M -$314K -24,000 -5%
Goldman Sachs
20
Goldman Sachs
New York
$5.29M +$4.44M +339,695 +321%
PCMI
21
Paradigm Capital Management Inc
New York
$4.5M -$4.9M -375,050 -50%
American Century Companies
22
American Century Companies
Missouri
$4.34M -$2.16M -165,200 -31%
CC
23
CQS Cayman
Cayman Islands
$3.25M
BA
24
Bard Associates
Illinois
$3.18M +$11.1K +850 +0.3%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.17M -$487K -37,300 -13%

AG Hedge Fund Activity: Q3 2013 in Review

104 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in First Majestic Silver (AG) for Q3 2013, worth a combined $456M — up 1.9% from $447M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AG positions and 10 closed out — a net gain of 7 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $22.6M. The largest seller was Greystone Managed Investments, exiting entirely with an estimated $39.8M sold.

  • 104 institutional investors held First Majestic Silver (AG) as of Q3 2013, up from 99 in Q2 2013.
  • Funds reported $456M of First Majestic Silver stock for Q3 2013, up 1.9% quarter-over-quarter.
  • 17 funds opened new First Majestic Silver positions in Q3 2013 and 10 closed out, a net change of +7 holders.
  • The largest First Majestic Silver buyer in Q3 2013 was Toronto Dominion Bank, an estimated $22.6M added.
  • The largest First Majestic Silver seller in Q3 2013 was Greystone Managed Investments, an estimated $39.8M sold.

Based on aggregated 13F filings for Q3 2013.