Ivanhoe Electric
105 hedge funds and large institutions have $651M invested in Ivanhoe Electric in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 12 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 21
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
14% more funds holding
Funds holding: 92 → 105 (+13)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
5.83% less ownership
Funds ownership: 60.06% → 54.23% (-5.8%)
12% less capital invested
Capital invested by funds: $742M → $651M (-$91.2M)
95% less call options, than puts
Call options by funds: $68K | Put options by funds: $1.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.19M |
| 2 |
PCM
Pentwater Capital Management
Naples,
Florida
|
+$7.52M |
| 3 |
BlackRock
New York
|
+$6.38M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.51M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CH
CVI Holdings
Wilmington,
Delaware
|
-$8.6M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$8.51M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.45M |
| 4 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
-$2.89M |
| 5 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$2.38M |
IE Hedge Fund Activity: Q4 2023 in Review
105 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Ivanhoe Electric (IE) for Q4 2023, worth a combined $651M — down 12% from $742M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IE positions and 12 closed out — a net gain of 13 holders — while 45 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.19M. The largest seller was CVI Holdings, cutting an estimated $8.6M.
- 105 institutional investors held Ivanhoe Electric (IE) as of Q4 2023, up from 92 in Q3 2023.
- Funds reported $651M of Ivanhoe Electric stock for Q4 2023, down 12% quarter-over-quarter.
- 25 funds opened new Ivanhoe Electric positions in Q4 2023 and 12 closed out, a net change of +13 holders.
- The largest Ivanhoe Electric buyer in Q4 2023 was Morgan Stanley, an estimated $9.19M added.
- The largest Ivanhoe Electric seller in Q4 2023 was CVI Holdings, an estimated $8.6M sold.
Based on aggregated 13F filings for Q4 2023.