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EXK

Endeavour Silver

81 hedge funds and large institutions have $82.3M invested in Endeavour Silver in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more funds holding

Funds holding: 7581 (+6)

1.73% less ownership

Funds ownership: 24.46%22.72% (-1.7%)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

21% less capital invested

Capital invested by funds: $105M → $82.3M (-$22.3M)

24% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $1.48M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
24
Reduced
28
Closed
8
Calls
$1.13M
Puts
$1.48M
Net Calls
-$350K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$414K -$371K -95,100 -45%
Jane Street
27
Jane Street
New York
$378K +$349K +89,698 +623%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$377K +$305K +78,313 +305%
IGIM
29
I.G. Investment Management
Manitoba, Canada
$368K -$144K -37,000 -27%
Citadel Advisors
30
Citadel Advisors
Florida
$365K +$94.5K +24,250 +32%
Toronto Dominion Bank
31
Toronto Dominion Bank
Ontario, Canada
$345K -$2.53K -650 -0.7%
Swiss National Bank
32
Swiss National Bank
Switzerland
$344K +$1.95K +500 +0.5%
NPC
33
National Planning Corporation
California
$302K -$258K -66,250 -44%
U
34
UBS
Switzerland
$274K +$33.3K +8,552 +13%
SIM
35
Strategic Investment Management
Virginia
$264K +$237K +60,941 New
WA
36
WESPAC Advisors
California
$254K -$42.9K -11,000 -14%
Barclays
37
Barclays
United Kingdom
$228K -$78.1K -20,056 -21%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$199K -$27K -6,929 -11%
DTL
39
Dynamic Technology Lab
Singapore
$179K +$192K +49,278 New
UBS AM
40
UBS AM
Illinois
$154K -$11.3K -2,900 -6%
VKH
41
Virtu KCG Holdings
New York
$153K -$107K -27,570 -40%
Bank of America
42
Bank of America
North Carolina
$147K +$36.7K +9,415 +30%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$128K
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$112K -$122K -31,220 -50%
FSA
45
Financial Sense Advisors
California
$109K -$55.7K -14,300 -32%
Creative Planning
46
Creative Planning
Kansas
$101K -$37K -9,500 -25%
PG
47
PEAK6 Group
Illinois
$91K -$200K -51,415 -67%
ARTA
48
A.R.T. Advisors
New York
$87K +$93.6K +24,023 New
Bank of Nova Scotia
49
Bank of Nova Scotia
Ontario, Canada
$85K +$92K +23,600 New
SAM
50
Shell Asset Management
Netherlands
$78K -$11.8K -3,022 -13%

EXK Hedge Fund Activity: Q4 2013 in Review

81 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Endeavour Silver (EXK) for Q4 2013, worth a combined $82.3M — down 21% from $105M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EXK positions and 8 closed out — a net gain of 7 holders — while 24 added to existing stakes and 28 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $1.92M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $5.11M sold.

  • 81 institutional investors held Endeavour Silver (EXK) as of Q4 2013, up from 75 in Q3 2013.
  • Funds reported $82.3M of Endeavour Silver stock for Q4 2013, down 21% quarter-over-quarter.
  • 15 funds opened new Endeavour Silver positions in Q4 2013 and 8 closed out, a net change of +7 holders.
  • The largest Endeavour Silver buyer in Q4 2013 was Canada Pension Plan Investment Board, an estimated $1.92M added.
  • The largest Endeavour Silver seller in Q4 2013 was Polar Asset Management Partners, an estimated $5.11M sold.

Based on aggregated 13F filings for Q4 2013.