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Fortuna Silver Mines

146 hedge funds and large institutions have $382M invested in Fortuna Silver Mines in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

3% more funds holding

Funds holding: 142146 (+4)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

1.4% less ownership

Funds ownership: 33.23%31.83% (-1.4%)

23% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $17.5M

25% less capital invested

Capital invested by funds: $507M → $382M (-$125M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
34
Increased
46
Reduced
43
Closed
29
Calls
$13.5M
Puts
$17.5M
Net Calls
-$4.05M
Net Calls Change
-$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
101
American Century Companies
Missouri
$102K -$6.69M -888,800 -98%
PAMU
102
Pictet Asset Management (UK)
United Kingdom
$99K -$31.6K -4,200 -22%
PA
103
Profund Advisors
Maryland
$98K -$21.1K -2,800 -16%
LPL Financial
104
LPL Financial
California
$93K -$25.1K -3,340 -19%
CYG
105
Clean Yield Group
Vermont
$91K
DBT
106
Dubuque Bank & Trust
Iowa
$91K +$105K +14,000 New
YIH
107
Y-Intercept (HK)
Hong Kong
$88K -$150K -19,922 -63%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$87K
Barclays
109
Barclays
United Kingdom
$86K +$88.2K +11,716 +781%
PP
110
Paloma Partners
Connecticut
$86K +$100K +13,299 New
Two Sigma Advisers
111
Two Sigma Advisers
New York
$85K +$98.6K +13,101 New
OPOWM
112
One Plus One Wealth Management
Florida
$84K +$97.9K +13,000 New
Legal & General Group
113
Legal & General Group
United Kingdom
$82K +$28.8K +3,823 +44%
Canada Life
114
Canada Life
Manitoba, Canada
$81K -$128K -16,971 -57%
Comerica Bank
115
Comerica Bank
Texas
$80K +$77.6K +10,315 New
EP
116
Eudaimonia Partners
Tennessee
$79K -$12.6K -1,675 -12%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$76K +$88.7K +11,780 New
TSS
118
Two Sigma Securities
New York
$75K +$87.8K +11,663 New
UAS
119
United Asset Strategies
New York
$74K +$86.4K +11,483 New
VHAM
120
Van Hulzen Asset Management
California
$73K
FHA
121
First Horizon Advisors
Tennessee
$64K +$75.3K +10,000 New
NEI
122
Northwest & Ethical Investments
Ontario, Canada
$50.6K +$2.98K +396 +5%
BDS
123
Banco de Sabadell
Florida
$50K
GWM
124
Geneos Wealth Management
Colorado
$50K +$2.15K +285 +4%
TRCT
125
Tower Research Capital (TRC)
New York
$45K -$238K -31,663 -82%

FSM Hedge Fund Activity: Q1 2021 in Review

146 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fortuna Silver Mines (FSM) for Q1 2021, worth a combined $382M — down 25% from $507M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FSM positions and 29 closed out — a net gain of 5 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $4.94M. The largest seller was CPMG Inc, exiting entirely with an estimated $22.3M sold.

  • 146 institutional investors held Fortuna Silver Mines (FSM) as of Q1 2021, up from 142 in Q4 2020.
  • Funds reported $382M of Fortuna Silver Mines stock for Q1 2021, down 25% quarter-over-quarter.
  • 34 funds opened new Fortuna Silver Mines positions in Q1 2021 and 29 closed out, a net change of +5 holders.
  • The largest Fortuna Silver Mines buyer in Q1 2021 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $4.94M added.
  • The largest Fortuna Silver Mines seller in Q1 2021 was CPMG Inc, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2021.