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Fortuna Silver Mines

77 hedge funds and large institutions have $125M invested in Fortuna Silver Mines in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0% more capital invested

Capital invested by funds: $124M → $125M (+$421K)

1.36% less ownership

Funds ownership: 45.11%43.75% (-1.4%)

5% less funds holding

Funds holding: 8177 (-4)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

84% less call options, than puts

Call options by funds: $14K | Put options by funds: $86K

Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
6
Increased
24
Reduced
28
Closed
9
Calls
$14K
Puts
$86K
Net Calls
-$72K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
MBI
1
Montrusco Bolton Investments
Quebec, Canada
$27.6M -$1.33M -530,011 -4%
VanEck Associates
2
VanEck Associates
New York
$21.4M +$1.57M +628,958 +7%
EPIM
3
Equinox Partners Investment Management
Connecticut
$14M
SI
4
Sprott Inc
Ontario, Canada
$8.61M +$3.57M +1,427,985 +60%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.44M +$4.16M +1,664,200 +100%
DC
6
Davenport & Co
Virginia
$7.36M +$996K +398,345 +14%
GXMC
7
Global X Management Company
New York
$4.14M -$1.53M -612,532 -25%
IIM
8
Intact Investment Management
Quebec, Canada
$3.46M -$2.45M -978,000 -47%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$2.78M -$8.75K -3,500 -0.3%
NEI
10
Northwest & Ethical Investments
Ontario, Canada
$2.57M
USGIU
11
U.S. Global Investors (USGI)
Texas
$2.41M +$250K +100,000 +10%
CSM
12
Central Square Management
Illinois
$2.25M +$401K +160,328 +19%
Renaissance Technologies
13
Renaissance Technologies
New York
$2.12M +$244K +97,400 +12%
O
14
OppenheimerFunds
New York
$2.09M +$575K +230,000 +33%
Morgan Stanley
15
Morgan Stanley
New York
$1.74M +$68.9K +27,560 +4%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$1.43M -$53.5K -21,400 -3%
ISL
17
Ingalls & Snyder LLC
New York
$1.25M
RFC
18
Russell Frank Company
Washington
$1.03M +$1.16M +464,000 New
AA
19
ALPS Advisors
Colorado
$990K -$39.1K -15,636 -3%
PIMJS
20
PKO Investment Management Joint-Stock
Poland
$984K +$4.25K +1,700 +0.4%
OAM
21
Oxford Asset Management
United Kingdom
$915K +$163K +65,191 +19%
CS
22
Credit Suisse
Switzerland
$868K +$17.2K +6,868 +2%
Two Sigma Investments
23
Two Sigma Investments
New York
$847K +$621K +248,244 +193%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$708K
AII
25
AGF Investments Inc
Ontario, Canada
$619K +$86K +34,400 +14%

FSM Hedge Fund Activity: Q4 2015 in Review

77 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Fortuna Silver Mines (FSM) for Q4 2015, worth a combined $125M — up 0.34% from $124M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FSM and 6 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 24 added.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $4.16M. The largest seller was Royal Bank of Canada, cutting an estimated $7M.

  • 77 institutional investors held Fortuna Silver Mines (FSM) as of Q4 2015, down from 81 in Q3 2015.
  • Funds reported $125M of Fortuna Silver Mines stock for Q4 2015, up 0.34% quarter-over-quarter.
  • 6 funds opened new Fortuna Silver Mines positions in Q4 2015 and 9 closed out, a net change of -3 holders.
  • The largest Fortuna Silver Mines buyer in Q4 2015 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $4.16M added.
  • The largest Fortuna Silver Mines seller in Q4 2015 was Royal Bank of Canada, an estimated $7M sold.

Based on aggregated 13F filings for Q4 2015.