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Intrepid Potash
IPI

132 hedge funds and large institutions have $247M invested in Intrepid Potash in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

79% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 24

12% more funds holding

Funds holding: 118 → 132 (+14)

10% more capital invested

Capital invested by funds: $225M → $247M (+$22M)

1% more call options, than puts

Call options by funds: $2.7M | Put options by funds: $2.66M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.17% less ownership

Funds ownership: 4.73% → 4.56% (-0.17%)

Holders
132
Holders Change
+14
Holders Change %
+11.86%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
43
Reduced
24
Closed
15
Calls
$2.7M
Puts
$2.66M
Net Calls
+$38K
Net Calls Change
-$949K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$22.6M
2
LCM
Laurion Capital Management
New York
+$9.76M
3
Millennium Management
Millennium Management
New York
+$7.26M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.58M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.35M

Top Sellers

1
FFH
Fairfax Financial Holdings
Ontario, Canada
-$60.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.96M
3
BCM
Bienville Capital Management
New York
-$1.31M
4
GLA
Great Lakes Advisors
Illinois
-$1.16M
5
CCM
Corsair Capital Management
New York
-$798K
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$2.09M +$2.23M +50,974 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.77M -$39.6K -906 -2%
CWM
28
Cornerstone Wealth Management
Missouri
$1.5M +$27K +618 New
CAM
29
ClariVest Asset Management
California
$1.39M +$163K +3,735 +12%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.15M +$840K +19,244 +220%
Invesco
31
Invesco
Georgia
$1.08M -$33.2K -760 -3%
EA
32
Edge Advisors
Georgia
$1.03M – – –
MWNA
33
Marshall Wace North America
New York
$945K +$1.01M +23,045 New
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$886K +$635K +14,541 +206%
BCM
35
Bridgeway Capital Management
Texas
$882K – – –
Charles Schwab
36
Charles Schwab
California
$873K – – –
JIR
37
James Investment Research
Ohio
$851K – – –
HSBC Holdings
38
HSBC Holdings
United Kingdom
$838K +$892K +20,435 New
PCM
39
Perritt Capital Management
Illinois
$820K – – –
TA
40
Teachers Advisors
New York
$801K +$81.7K +1,871 +11%
Swiss National Bank
41
Swiss National Bank
Switzerland
$699K +$745K +17,050 New
GCP
42
GSA Capital Partners
United Kingdom
$681K +$725K +16,604 New
PPA
43
Parametric Portfolio Associates
Washington
$630K +$6.38K +146 +1%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$599K – – –
Barclays
45
Barclays
United Kingdom
$565K +$254K +5,809 +73%
RCM
46
Radnor Capital Management
Pennsylvania
$518K -$157K -3,600 -22%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$513K -$137K -3,140 -20%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$472K +$52.4K +1,200 +12%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$451K -$347K -7,953 -42%
TAM
50
THB Asset Management
Connecticut
$445K +$1.66K +38 +0.4%
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IPI Hedge Fund Activity: Q2 2018 in Review

132 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Intrepid Potash (IPI) for Q2 2018, worth a combined $247M — up 9.8% from $225M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IPI positions and 15 closed out — a net gain of 16 holders — while 43 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.6M. The largest seller was Fairfax Financial Holdings, exiting entirely with an estimated $60.5M sold.

  • 132 institutional investors held Intrepid Potash (IPI) as of Q2 2018, up from 118 in Q1 2018.
  • Funds reported $247M of Intrepid Potash stock for Q2 2018, up 9.8% quarter-over-quarter.
  • 31 funds opened new Intrepid Potash positions in Q2 2018 and 15 closed out, a net change of +16 holders.
  • The largest Intrepid Potash buyer in Q2 2018 was Morgan Stanley, an estimated $22.6M added.
  • The largest Intrepid Potash seller in Q2 2018 was Fairfax Financial Holdings, an estimated $60.5M sold.

Based on aggregated 13F filings for Q2 2018.