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Fortuna Silver Mines

110 hedge funds and large institutions have $208M invested in Fortuna Silver Mines in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

15% more capital invested

Capital invested by funds: $180M → $208M (+$27.9M)

4% more funds holding

Funds holding: 106110 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.9% less ownership

Funds ownership: 35.83%33.93% (-1.9%)

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

30% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $3.44M

Holders
110
Holders Change
+4
Holders Change %
+3.77%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
28
Reduced
38
Closed
19
Calls
$2.4M
Puts
$3.44M
Net Calls
-$1.04M
Net Calls Change
+$150K
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
126
Capital Wealth Planning
Florida
-$37K -11,500 Closed
SWP
127
Strategic Wealth Partners
Ohio
-$2 -800 Closed
TCM
128
Tradewinds Capital Management
Washington
-$2K -500 Closed
HIA
129
Harbor Investment Advisory
Maryland
+$20 +6 New

FSM Hedge Fund Activity: Q4 2019 in Review

110 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fortuna Silver Mines (FSM) for Q4 2019, worth a combined $208M — up 15% from $180M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FSM positions and 19 closed out — a net gain of 4 holders — while 28 added to existing stakes and 38 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $4.51M. The largest seller was Global Strategic Management, cutting an estimated $5.27M.

  • 110 institutional investors held Fortuna Silver Mines (FSM) as of Q4 2019, up from 106 in Q3 2019.
  • Funds reported $208M of Fortuna Silver Mines stock for Q4 2019, up 15% quarter-over-quarter.
  • 23 funds opened new Fortuna Silver Mines positions in Q4 2019 and 19 closed out, a net change of +4 holders.
  • The largest Fortuna Silver Mines buyer in Q4 2019 was Assenagon Asset Management, an estimated $4.51M added.
  • The largest Fortuna Silver Mines seller in Q4 2019 was Global Strategic Management, an estimated $5.27M sold.

Based on aggregated 13F filings for Q4 2019.