Ioneer
IONR
4 hedge funds and large institutions have $390K invested in Ioneer in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
2% more capital invested
Capital invested by funds: $384K → $390K (+$6.3K)
0% less ownership
Funds ownership: 0% → 0% (-0%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
33% less funds holding
Funds holding: 6 → 4 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$53.9K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$341 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Schroder Investment Management Group
London,
United Kingdom
| $347K | – | – | – |
|
|
CSPIA
2
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $18.4K | – | – | – |
|
|
3
Morgan Stanley
New York
| $14.3K | +$10K | +1,120 | +246% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $10.5K | -$53.9K | -6,010 | -84% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| – | -$2K | -200 | Closed |
|
|
6
US Bancorp
Minneapolis,
Minnesota
| – | -$341 | -43 | Closed |
|
IONR Hedge Fund Activity: Q2 2023 in Review
4 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Ioneer (IONR) for Q2 2023, worth a combined $390K — up 1.6% from $384K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IONR and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Morgan Stanley, adding an estimated $10K. The largest seller was Osaic Holdings, cutting an estimated $53.9K.
- 4 institutional investors held Ioneer (IONR) as of Q2 2023, down from 6 in Q1 2023.
- Funds reported $390K of Ioneer stock for Q2 2023, up 1.6% quarter-over-quarter.
- 0 funds opened new Ioneer positions in Q2 2023 and 2 closed out, a net change of -2 holders.
- The largest Ioneer buyer in Q2 2023 was Morgan Stanley, an estimated $10K added.
- The largest Ioneer seller in Q2 2023 was Osaic Holdings, an estimated $53.9K sold.
Based on aggregated 13F filings for Q2 2023.