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148 hedge funds and large institutions have $595M invested in IAMGOLD in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $491M → $595M (+$103M)

1.25% more ownership

Funds ownership: 37%38.26% (+1.3%)

2% less funds holding

Funds holding: 151148 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

40% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 68

82% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $87.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
4.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
41
Reduced
68
Closed
17
Calls
$15.7M
Puts
$87.2M
Net Calls
-$71.6M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$48K
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$47K -$750 -211 -2%
BIT
128
BlackRock Institutional Trust
California
$43K -$52.3K -14,697 -58%
Allianz Asset Management
129
Allianz Asset Management
Germany
$38K +$33.1K +9,311 New
WA
130
WFG Advisors
Texas
$31K +$24.9K +7,000 +1,167%
AAM
131
Advisors Asset Management
Colorado
$24K -$1.32K -372 -6%
Ameriprise
132
Ameriprise
Minnesota
$18K
MAA
133
Managed Account Advisors
New Jersey
$14K -$658 -185 -5%
RFA
134
Reilly Financial Advisors
California
$6K
BFA
135
BlackRock Fund Advisors
California
$5K -$1.48M -417,481 -100%
Parallax Volatility Advisers
136
Parallax Volatility Advisers
California
$5K -$369K -103,757 -99%
MFS
137
MSI Financial Services
Massachusetts
$5K -$4.45K -1,250 -50%
TCM
138
Tradewinds Capital Management
Washington
$5K
PSI
139
Pinnacle Summer Investments
Virginia
$4K -$62.2K -17,500 -95%
1832 Asset Management
140
1832 Asset Management
Ontario, Canada
$4K
OIA
141
Optimum Investment Advisors
Illinois
$4K
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$1.12K +$967 +272 New
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$1K
LIA
144
LS Investment Advisors
Michigan
$1K
RIA
145
Regal Investment Advisors
Michigan
$1K +$427 +120 +67%
GSC
146
Ground Swell Capital
South Carolina
$1K +$711 +200 New
HCM
147
Highlander Capital Management
New Jersey
$433
Franklin Resources
148
Franklin Resources
California
-$2.27M -646,050 Closed
T
149
TOBAM
France
-$1.93M -548,000 Closed
HI
150
HBK Investments
Texas
-$1.52M -430,700 Closed

IAG Hedge Fund Activity: Q2 2014 in Review

148 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in IAMGOLD (IAG) for Q2 2014, worth a combined $595M — up 21% from $491M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IAG and 14 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 41 added.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $27.4M. The largest seller was Sun Valley Gold, cutting an estimated $12.4M.

  • 148 institutional investors held IAMGOLD (IAG) as of Q2 2014, down from 151 in Q1 2014.
  • Funds reported $595M of IAMGOLD stock for Q2 2014, up 21% quarter-over-quarter.
  • 14 funds opened new IAMGOLD positions in Q2 2014 and 17 closed out, a net change of -3 holders.
  • The largest IAMGOLD buyer in Q2 2014 was Tocqueville Asset Management, an estimated $27.4M added.
  • The largest IAMGOLD seller in Q2 2014 was Sun Valley Gold, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2014.