Ioneer
IONR
4 hedge funds and large institutions have $326K invested in Ioneer in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0% more ownership
Funds ownership: 0% → 0% (+0%)
18% less capital invested
Capital invested by funds: $396K → $326K (-$70.3K)
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
|
+$69.8K |
| 2 |
Jane Street
New York
|
+$1.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$12K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.12K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$770 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Schroder Investment Management Group
London,
United Kingdom
| $155K | – | – | – |
|
|
2
Morgan Stanley
New York
| $126K | +$69.8K | +16,370 | +109% |
|
|
3
Jane Street
New York
| $42.2K | +$1.54K | +362 | +4% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $2.81K | -$5.12K | -1,200 | -63% |
|
|
CSPIA
5
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$12K | -2,025 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$770 | -130 | Closed |
|
IONR Hedge Fund Activity: Q4 2023 in Review
4 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Ioneer (IONR) for Q4 2023, worth a combined $326K — down 18% from $396K 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 2 added.
The largest buyer was Morgan Stanley, adding an estimated $69.8K. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $12K sold.
- 4 institutional investors held Ioneer (IONR) as of Q4 2023, down from 6 in Q3 2023.
- Funds reported $326K of Ioneer stock for Q4 2023, down 18% quarter-over-quarter.
- 0 funds opened new Ioneer positions in Q4 2023 and 2 closed out, a net change of -2 holders.
- The largest Ioneer buyer in Q4 2023 was Morgan Stanley, an estimated $69.8K added.
- The largest Ioneer seller in Q4 2023 was Cary Street Partners Investment Advisory, an estimated $12K sold.
Based on aggregated 13F filings for Q4 2023.