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IAMGOLD
IAG

144 hedge funds and large institutions have $1.01B invested in IAMGOLD in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $6.64M

1.52% more ownership

Funds ownership: 56.4% → 57.93% (+1.5%)

2% less capital invested

Capital invested by funds: $1.03B → $1.01B (-$23.1M)

5% less funds holding

Funds holding: 152 → 144 (-8)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

23% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 52

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
144
Holders Change
-8
Holders Change %
-5.26%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
23
Increased
40
Reduced
52
Closed
27
Calls
$20.2M
Puts
$6.64M
Net Calls
+$13.6M
Net Calls Change
+$10.7M

Top Buyers

1
DSC
Donald Smith & Co
New York
+$50.3M
2
VanEck Associates
VanEck Associates
New York
+$25.4M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$13.3M
4
SEI Investments
SEI Investments
Pennsylvania
+$9.74M
5
TAM
Tocqueville Asset Management
New York
+$9.16M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$44.3M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$20.7M
3
CA
Commerzbank Aktiengesellschaft
Germany
-$8.58M
4
Millennium Management
Millennium Management
New York
-$8.36M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$7.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
126
Cutler Group
California
$21K – – –
LTFS
127
Ladenburg Thalmann Financial Services
Florida
$20K +$497 +133 +3%
Simplex Trading
128
Simplex Trading
Illinois
$20K +$19.8K +5,292 New
GT
129
Glenmede Trust
Pennsylvania
$16K – – –
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$15K +$15K +4,000 New
SA
131
SRH Advisors
Kansas
$12K – – –
NFG
132
Next Financial Group
Texas
$10K -$183K -49,030 -95%
DOA
133
D'Orazio & Associates
Virginia
$8K – – –
GWM
134
Geneos Wealth Management
Colorado
$8K – – –
MFS
135
MSI Financial Services
Massachusetts
$6K -$11.2K -3,000 -67%
BC
136
Barnett & Company
Tennessee
$4K – – –
US Bancorp
137
US Bancorp
Minnesota
$4K – – –
EDRH
138
Edmond de Rothschild Holding
Switzerland
$2K – – –
LIA
139
LS Investment Advisors
Michigan
$1K -$1.87K -500 -74%
FANJ
140
Financial Architects (New Jersey)
New Jersey
$1K +$1.12K +300 New
BIG
141
Bellwether Investment Group
Tennessee
$1K +$1.21K +323 New
Arrowstreet Capital
142
Arrowstreet Capital
Massachusetts
– -$44.3M -10,959,022 Closed
First Eagle Investment Management
143
First Eagle Investment Management
New York
– -$20.7M -5,129,791 Closed
WRF
144
Waddell & Reed Financial
Kansas
– -$5.28M -1,303,005 Closed
SI
145
Sprott Inc
Ontario, Canada
– -$4.18M -1,032,189 Closed
SIM
146
Spark Investment Management
New York
– -$1.78M -440,000 Closed
Fidelity Investments
147
Fidelity Investments
Massachusetts
– -$1.7M -421,550 Closed
HCM
148
Highbridge Capital Management
New York
– -$1.12M -278,200 Closed
AP
149
AHL Partners
United Kingdom
– -$880K -217,467 Closed
WCA
150
Waratah Capital Advisors
Ontario, Canada
– -$522K -128,820 Closed
3 4 5
6
7

IAG Hedge Fund Activity: Q4 2016 in Review

144 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in IAMGOLD (IAG) for Q4 2016, worth a combined $1.01B — down 2.2% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IAG and 23 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 40 added.

The largest buyer was Donald Smith & Co, adding an estimated $50.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $44.3M sold.

  • 144 institutional investors held IAMGOLD (IAG) as of Q4 2016, down from 152 in Q3 2016.
  • Funds reported $1.01B of IAMGOLD stock for Q4 2016, down 2.2% quarter-over-quarter.
  • 23 funds opened new IAMGOLD positions in Q4 2016 and 27 closed out, a net change of -4 holders.
  • The largest IAMGOLD buyer in Q4 2016 was Donald Smith & Co, an estimated $50.3M added.
  • The largest IAMGOLD seller in Q4 2016 was Arrowstreet Capital, an estimated $44.3M sold.

Based on aggregated 13F filings for Q4 2016.