IAMGOLD
151 hedge funds and large institutions have $1.02B invested in IAMGOLD in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 35 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 44
2.76% more ownership
Funds ownership: 57.33% → 60.09% (+2.8%)
4% more capital invested
Capital invested by funds: $987M → $1.02B (+$36.6M)
6% less funds holding
Funds holding: 161 → 151 (-10)
26% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 35
40% less call options, than puts
Call options by funds: $1.86M | Put options by funds: $3.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RL
Ruffer LLP
London,
United Kingdom
|
+$38.2M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$25.9M |
| 3 |
Millennium Management
New York
|
+$12.1M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
+$11.2M |
| 5 |
SVG
Sun Valley Gold
Sun Valley,
Idaho
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$48M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$13.2M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$9.76M |
| 4 |
Bank of New York Mellon
New York
|
-$6.78M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$6.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
176
American Portfolios Advisors
Holbrook,
New York
| – | -$4.75K | -1,291 | Closed |
|
|
MCM
177
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$4K | -1,072 | Closed |
|
|
SWP
178
Strategic Wealth Partners
Independence,
Ohio
| – | -$4K | -1,000 | Closed |
|
|
TC
179
Trilogy Capital
Irvine,
California
| – | -$2K | -630 | Closed |
|
|
RFC
180
Regions Financial Corp
Birmingham,
Alabama
| – | -$2K | -420 | Closed |
|
181
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -229 | Closed |
|
|
LIA
182
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$1K | -180 | Closed |
|
IAG Hedge Fund Activity: Q4 2018 in Review
151 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in IAMGOLD (IAG) for Q4 2018, worth a combined $1.02B — up 3.7% from $987M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of IAG and 26 opened new positions — a net loss of 9 holders — while 44 trimmed existing stakes and 49 added.
The largest buyer was Ruffer LLP, opening a new position worth an estimated $38.2M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $48M sold.
- 151 institutional investors held IAMGOLD (IAG) as of Q4 2018, down from 161 in Q3 2018.
- Funds reported $1.02B of IAMGOLD stock for Q4 2018, up 3.7% quarter-over-quarter.
- 26 funds opened new IAMGOLD positions in Q4 2018 and 35 closed out, a net change of -9 holders.
- The largest IAMGOLD buyer in Q4 2018 was Ruffer LLP, an estimated $38.2M added.
- The largest IAMGOLD seller in Q4 2018 was JP Morgan Chase, an estimated $48M sold.
Based on aggregated 13F filings for Q4 2018.