We are live on ! Find out more
FSM icon

Fortuna Silver Mines

157 hedge funds and large institutions have $411M invested in Fortuna Silver Mines in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 48

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more funds holding

Funds holding: 156157 (+1)

0.43% more ownership

Funds ownership: 35.25%35.67% (+0.43%)

1% less capital invested

Capital invested by funds: $417M → $411M (-$5.98M)

4% less call options, than puts

Call options by funds: $5M | Put options by funds: $5.2M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
27
Increased
53
Reduced
48
Closed
25
Calls
$5M
Puts
$5.2M
Net Calls
-$207K
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$132K +$28.7K +8,976 +34%
CWS
102
Cypress Wealth Services
California
$131K
Canada Life
103
Canada Life
Manitoba, Canada
$120K -$836K -261,069 -89%
CASC
104
Coppell Advisory Solutions Corp
Texas
$114K +$48.4K +15,118 New
AWS
105
Atria Wealth Solutions
New York
$112K
PAG
106
Private Advisor Group
New Jersey
$107K +$17.8K +5,559 +24%
PA
107
Profund Advisors
Maryland
$99.1K +$7.11K +2,220 +9%
CAGAS
108
Capital Advisory Group Advisory Services
Minnesota
$98.5K -$6.57K -2,053 -7%
EGM
109
Engineers Gate Manager
New York
$93.4K -$37.8K -11,820 -32%
TRCT
110
Tower Research Capital (TRC)
New York
$84.6K -$8.03K -2,509 -10%
SAM
111
Shell Asset Management
Netherlands
$84K -$4.16K -1,300 -7%
SAM
112
Silvercrest Asset Management
New York
$83.9K
OAM
113
Oxford Asset Management
United Kingdom
$82K +$70.4K +21,985 New
BCI
114
Brinker Capital Investments
Pennsylvania
$79.5K +$68.2K +21,311 New
OPS
115
Orion Portfolio Solutions
Nebraska
$79.5K +$68.2K +21,311 New
NEI
116
Northwest & Ethical Investments
Ontario, Canada
$78.4K -$140K -43,782 -67%
Sumitomo Mitsui Trust Group
117
Sumitomo Mitsui Trust Group
Japan
$77.6K +$66.6K +20,800 New
Daiwa Securities Group
118
Daiwa Securities Group
Japan
$77K +$65.9K +20,577 New
MC
119
Maverick Capital
Texas
$73.1K +$62.7K +19,591 New
SC
120
Savant Capital
Illinois
$70.6K +$25.4K +7,920 +72%
Wells Fargo
121
Wells Fargo
California
$67.4K -$39.3K -12,275 -40%
KWA
122
Kingswood Wealth Advisors
California
$58.9K -$32K -10,000 -39%
IW
123
Imprint Wealth
South Carolina
$57.5K +$48K +15,000 New
TWC
124
TD Waterhouse Canada
Ontario, Canada
$56.7K -$10.9K -3,415 -25%
IMCOOI
125
Investment Management Corp of Ontario (IMCO)
Canada
$54.4K -$38.7K -12,100 -45%

FSM Hedge Fund Activity: Q1 2024 in Review

157 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fortuna Silver Mines (FSM) for Q1 2024, worth a combined $411M — down 1.4% from $417M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FSM positions and 25 closed out — a net gain of 2 holders — while 53 added to existing stakes and 48 trimmed.

The largest buyer was Tidal Investments, adding an estimated $15.4M. The largest seller was Pine Valley Investments, cutting an estimated $14.9M.

  • 157 institutional investors held Fortuna Silver Mines (FSM) as of Q1 2024, up from 156 in Q4 2023.
  • Funds reported $411M of Fortuna Silver Mines stock for Q1 2024, down 1.4% quarter-over-quarter.
  • 27 funds opened new Fortuna Silver Mines positions in Q1 2024 and 25 closed out, a net change of +2 holders.
  • The largest Fortuna Silver Mines buyer in Q1 2024 was Tidal Investments, an estimated $15.4M added.
  • The largest Fortuna Silver Mines seller in Q1 2024 was Pine Valley Investments, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2024.