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Ivanhoe Electric

92 hedge funds and large institutions have $742M invested in Ivanhoe Electric in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

139% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $615M → $742M (+$127M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more funds holding

Funds holding: 7992 (+13)

9.75% more ownership

Funds ownership: 50.31%60.06% (+9.8%)

Holders
92
Holders Change
+13
Holders Change %
+16.46%
% of All Funds
1.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
18
Increased
43
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
Mirabella Financial Services
United Kingdom
$3.49M +$4.4M +293,162 New
VI
27
Vestcor Inc
New Brunswick, Canada
$3.05M -$384K -25,600 -9%
KGI
28
Kopernik Global Investors
Florida
$2.43M -$14.6M -973,364 -83%
GCM
29
Ghisallo Capital Management
Massachusetts
$2.38M +$3M +200,000 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.07M -$14.5K -967 -0.6%
Fidelity International
31
Fidelity International
Bermuda
$2.05M +$2.58M +171,879 New
Swiss National Bank
32
Swiss National Bank
Switzerland
$1.81M +$782K +52,100 +52%
N
33
Nuveen
North Carolina
$1.65M -$3.65K -243 -0.2%
Goldman Sachs
34
Goldman Sachs
New York
$1.54M +$5.49K +366 +0.3%
Charles Schwab
35
Charles Schwab
California
$1.53M
BGDI
36
BW Gestao de Investimentos
Brazil
$1.49M +$1.88M +125,000 New
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.42M -$219K -14,572 -11%
JP Morgan Chase
38
JP Morgan Chase
New York
$992K +$452K +30,118 +57%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$991K -$1.45M -96,418 -54%
CS
40
Credit Suisse
Switzerland
$905K +$480K +31,946 +73%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$876K +$213K +14,177 +24%
Morgan Stanley
42
Morgan Stanley
New York
$861K -$204K -13,595 -16%
Citadel Advisors
43
Citadel Advisors
Florida
$857K -$516K -34,401 -32%
OWIM
44
Old West Investment Management
California
$840K +$504K +33,606 +91%
MIM
45
Monashee Investment Management
Massachusetts
$833K +$1.05M +70,000 New
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$823K +$43.6K +2,903 +4%
PHS
47
Pekin Hardy Strauss
Illinois
$742K +$195K +12,975 +26%
PEP
48
Pickering Energy Partners
Texas
$735K +$927K +61,750 New
AllianceBernstein
49
AllianceBernstein
Tennessee
$706K
UBS AM
50
UBS AM
Illinois
$675K +$672K +44,756 +373%

IE Hedge Fund Activity: Q3 2023 in Review

92 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Ivanhoe Electric (IE) for Q3 2023, worth a combined $742M — up 21% from $615M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IE positions and 5 closed out — a net gain of 13 holders — while 43 added to existing stakes and 18 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $82M. The largest seller was Orion Resource Partners (USA), cutting an estimated $18.5M.

  • 92 institutional investors held Ivanhoe Electric (IE) as of Q3 2023, up from 79 in Q2 2023.
  • Funds reported $742M of Ivanhoe Electric stock for Q3 2023, up 21% quarter-over-quarter.
  • 18 funds opened new Ivanhoe Electric positions in Q3 2023 and 5 closed out, a net change of +13 holders.
  • The largest Ivanhoe Electric buyer in Q3 2023 was T. Rowe Price Associates, an estimated $82M added.
  • The largest Ivanhoe Electric seller in Q3 2023 was Orion Resource Partners (USA), an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2023.