IAMGOLD
141 hedge funds and large institutions have $595M invested in IAMGOLD in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 21 closing their positions.
376% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $3.02M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more capital invested
Capital invested by funds: $517M → $595M (+$78.5M)
14% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 21
1% more funds holding
Funds holding: 139 → 141 (+2)
0% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 44
0.84% less ownership
Funds ownership: 49.78% → 48.94% (-0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Helikon Investments
London,
United Kingdom
|
+$22.5M |
| 2 |
DSC
Donald Smith & Co
New York
|
+$10.4M |
| 3 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
+$10.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$6.67M |
| 5 |
Morgan Stanley
New York
|
+$6.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KGI
Kopernik Global Investors
Tampa,
Florida
|
-$38.4M |
| 2 |
PCP
Polunin Capital Partners
London,
United Kingdom
|
-$5.32M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$4.15M |
| 4 |
JP Morgan Chase
New York
|
-$3.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Bank of Nova Scotia
Toronto,
Ontario, Canada
| – | -$70.9K | -32,889 | Closed |
|
|
NL
152
NKCFO LLC
Geneva,
Illinois
| – | -$64K | -29,866 | Closed |
|
153
Mercer Global Advisors
Denver,
Colorado
| – | -$56K | -26,000 | Closed |
|
|
CF
154
Copperwynd Financial
Scottsdale,
Arizona
| – | -$53.8K | -25,000 | Closed |
|
155
State of Wisconsin Investment Board
Madison,
Wisconsin
| – | -$50.8K | -23,423 | Closed |
|
|
TSS
156
Two Sigma Securities
New York
| – | -$42.1K | -19,572 | Closed |
|
|
BAAM
157
Baker Avenue Asset Management
San Francisco,
California
| – | -$16.6K | -7,700 | Closed |
|
158
Simplex Trading
Chicago,
Illinois
| – | -$8.89K | -3,711 | Closed |
|
|
GI
159
Gradient Investments
Arden Hills,
Minnesota
| – | -$5.8K | -2,700 | Closed |
|
|
BFP
160
Briaud Financial Planning
College Station,
Texas
| – | -$2K | -1,072 | Closed |
|
161
Citigroup
New York
| – | -$1.83K | -845 | Closed |
|
|
SCA
162
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$215 | -100 | Closed |
|
IAG Hedge Fund Activity: Q4 2023 in Review
141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IAMGOLD (IAG) for Q4 2023, worth a combined $595M — up 15% from $517M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IAG positions and 21 closed out — a net gain of 3 holders — while 44 added to existing stakes and 44 trimmed.
The largest buyer was Helikon Investments, opening a new position worth an estimated $22.5M. The largest seller was Kopernik Global Investors, exiting entirely with an estimated $38.4M sold.
- 141 institutional investors held IAMGOLD (IAG) as of Q4 2023, up from 139 in Q3 2023.
- Funds reported $595M of IAMGOLD stock for Q4 2023, up 15% quarter-over-quarter.
- 24 funds opened new IAMGOLD positions in Q4 2023 and 21 closed out, a net change of +3 holders.
- The largest IAMGOLD buyer in Q4 2023 was Helikon Investments, an estimated $22.5M added.
- The largest IAMGOLD seller in Q4 2023 was Kopernik Global Investors, an estimated $38.4M sold.
Based on aggregated 13F filings for Q4 2023.