Ioneer
IONR
6 hedge funds and large institutions have $384K invested in Ioneer in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% less ownership
Funds ownership: 0% → 0% (-0%)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
37% less capital invested
Capital invested by funds: $606K → $384K (-$222K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$82K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$21K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$604 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Schroder Investment Management Group
London,
United Kingdom
| $305K | – | – | – |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $56.8K | -$21K | -1,950 | -21% |
|
|
CSPIA
3
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $16.1K | – | – | – |
|
|
4
Morgan Stanley
New York
| $3.62K | +$4.92K | +456 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $2K | -$604 | -56 | -22% |
|
6
US Bancorp
Minneapolis,
Minnesota
| $341 | – | – | – |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$82K | -7,500 | Closed |
|
IONR Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Ioneer (IONR) for Q1 2023, worth a combined $384K — down 37% from $606K a quarter earlier.
Fund positioning in IONR was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $4.92K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $82K sold.
- 6 institutional investors held Ioneer (IONR) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $384K of Ioneer stock for Q1 2023, down 37% quarter-over-quarter.
- 1 fund opened new Ioneer positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest Ioneer buyer in Q1 2023 was Morgan Stanley, an estimated $4.92K added.
- The largest Ioneer seller in Q1 2023 was Royal Bank of Canada, an estimated $82K sold.
Based on aggregated 13F filings for Q1 2023.