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Fortuna Silver Mines

133 hedge funds and large institutions have $297M invested in Fortuna Silver Mines in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0.35% less ownership

Funds ownership: 27.05%26.69% (-0.35%)

3% less capital invested

Capital invested by funds: $307M → $297M (-$10.3M)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 135133 (-2)

32% less call options, than puts

Call options by funds: $7.26M | Put options by funds: $10.6M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
133
Holders Change
-2
Holders Change %
-1.48%
% of All Funds
2.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
40
Reduced
37
Closed
19
Calls
$7.26M
Puts
$10.6M
Net Calls
-$3.37M
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
126
Beaird Harris Wealth Management
Texas
$2K
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$2K
CCMW
128
Cypress Capital Management (Wyoming)
Wyoming
$1K
HNB
129
Huntington National Bank
Ohio
$1K
SCA
130
Stonebridge Capital Advisors
Minnesota
$1K
ED
131
Exane Derivatives
France
$583
PCM
132
Penn Capital Management
Pennsylvania
-$1.78M -452,799 Closed
CM
133
Condire Management
Texas
-$1.22M -313,404 Closed
Voloridge Investment Management
134
Voloridge Investment Management
Florida
-$857K -219,789 Closed
AC
135
Aristides Capital
Kentucky
-$334K -85,592 Closed
CIC
136
Chase Investment Counsel
Virginia
-$276K -70,985 Closed
AIM
137
Aigen Investment Management
New York
-$231K -69,351 Closed
Creative Planning
138
Creative Planning
Kansas
-$102K -26,100 Closed
Balyasny Asset Management
139
Balyasny Asset Management
Illinois
-$95K -24,389 Closed
XT
140
XTX Topco
Cayman Islands
-$95K -24,279 Closed
GCM
141
Gibraltar Capital Management
Oklahoma
-$78K -20,040 Closed
CSS
142
Cubist Systematic Strategies
Connecticut
-$53K -13,456 Closed
GAM
143
Gotham Asset Management
New York
-$51K -13,057 Closed
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
-$44K -11,262 Closed
KAS
145
Kestra Advisory Services
Texas
-$39K -10,127 Closed
AA
146
Aire Advisors
California
-$39K -10,000 Closed
ACM
147
Aquatic Capital Management
Illinois
-$14K -3,500 Closed
FCMA
148
Foresight Capital Management Advisors
Michigan
-$5K -1,342 Closed
EVM
149
Eaton Vance Management
Massachusetts
-$4K -1,000 Closed
Optiver Holding
150
Optiver Holding
Netherlands
-$4K -914 Closed

FSM Hedge Fund Activity: Q1 2022 in Review

133 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fortuna Silver Mines (FSM) for Q1 2022, worth a combined $297M — down 3.3% from $307M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FSM and 18 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 40 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $6.27M. The largest seller was Citadel Advisors, cutting an estimated $10.5M.

  • 133 institutional investors held Fortuna Silver Mines (FSM) as of Q1 2022, down from 135 in Q4 2021.
  • Funds reported $297M of Fortuna Silver Mines stock for Q1 2022, down 3.3% quarter-over-quarter.
  • 18 funds opened new Fortuna Silver Mines positions in Q1 2022 and 19 closed out, a net change of -1 holder.
  • The largest Fortuna Silver Mines buyer in Q1 2022 was Dimensional Fund Advisors, an estimated $6.27M added.
  • The largest Fortuna Silver Mines seller in Q1 2022 was Citadel Advisors, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2022.