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
BPA
126
Beacon Pointe Advisors
California
$51.9K
DC
127
Davenport & Co
Virginia
$51.1K -$504K -157,400 -92%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$51.1K -$6 -2 -0%
VPIM
129
Vanguard Personalized Indexing Management
California
$50.4K -$2.68K -837 -6%
Osaic Holdings
130
Osaic Holdings
Arizona
$49.6K -$15.7K -4,909 -27%
KAS
131
Kestra Advisory Services
Texas
$49.6K +$9.67K +3,020 +29%
BAM
132
Belpointe Asset Management
Nevada
$47.7K +$41K +12,800 New
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$47.3K -$154K -48,145 -79%
IAN
134
Integrated Advisors Network
Texas
$45.2K -$437K -136,500 -92%
PI
135
PFG Investments
New York
$41.3K -$31.8K -9,921 -47%
IWC
136
Integrated Wealth Concepts
Massachusetts
$40.5K
SOW
137
State of Wyoming
Wyoming
$39.2K +$33.6K +10,501 New
PCM
138
Perritt Capital Management
Illinois
$39.2K +$9.6K +3,000 +40%
EH
139
Equitable Holdings
New York
$37.3K
CAM
140
Close Asset Management
United Kingdom
$37K
CLOS
141
Compagnie Lombard Odier SCmA
Switzerland
$23K
SPIA
142
Steward Partners Investment Advisory
New York
$18.6K +$4.8K +1,500 +43%
DMIC
143
Dixon Mitchell Investment Counsel
British Columbia, Canada
$18.6K +$16K +5,000 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$10K
EWA
145
EverSource Wealth Advisors
Alabama
$9.65K +$6.8K +2,125 New
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$7.66K +$6.4K +2,000 New
AF
147
Advisornet Financial
Minnesota
$6.34K +$5.44K +1,700 New
AA
148
Ancora Advisors
Ohio
$4.97K
W
149
WealthCollab
Washington
$4.07K
AF
150
Allworth Financial
California
$3.73K

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.