Ivanhoe Electric
79 hedge funds and large institutions have $615M invested in Ivanhoe Electric in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 14 reducing their positions, and 18 closing their positions.
179% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 14
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
25% more capital invested
Capital invested by funds: $492M → $615M (+$123M)
6.69% more ownership
Funds ownership: 43.61% → 50.31% (+6.7%)
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
2% less funds holding
Funds holding: 81 → 79 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$60.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$37.9M |
| 3 |
SCP
SailingStone Capital Partners
Houston,
Texas
|
+$10.6M |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$10.4M |
| 5 |
MCO
MAK Capital One
New York
|
+$7.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ORPU
Orion Resource Partners (USA)
New York
|
-$31.3M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$13.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.15M |
| 4 |
Janus Henderson Group
London,
|
-$5.37M |
| 5 |
PCM
Pentwater Capital Management
Naples,
Florida
|
-$2.65M |
IE Hedge Fund Activity: Q2 2023 in Review
79 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Ivanhoe Electric (IE) for Q2 2023, worth a combined $615M — up 25% from $492M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of IE and 17 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 39 added.
The largest buyer was BlackRock, adding an estimated $60.3M. The largest seller was Orion Resource Partners (USA), cutting an estimated $31.3M.
- 79 institutional investors held Ivanhoe Electric (IE) as of Q2 2023, down from 81 in Q1 2023.
- Funds reported $615M of Ivanhoe Electric stock for Q2 2023, up 25% quarter-over-quarter.
- 17 funds opened new Ivanhoe Electric positions in Q2 2023 and 18 closed out, a net change of -1 holder.
- The largest Ivanhoe Electric buyer in Q2 2023 was BlackRock, an estimated $60.3M added.
- The largest Ivanhoe Electric seller in Q2 2023 was Orion Resource Partners (USA), an estimated $31.3M sold.
Based on aggregated 13F filings for Q2 2023.