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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
ECM
101
Element Capital Management
New York
$59K +$6.99K +160 +13%
Principal Financial Group
102
Principal Financial Group
Iowa
$56K – – –
AB
103
Amalgamated Bank
New York
$54K +$1.22K +28 +2%
ProShare Advisors
104
ProShare Advisors
Maryland
$52K +$1.35K +31 +3%
Stifel Financial
105
Stifel Financial
Missouri
$51K +$52.9K +1,211 New
DW
106
Domani Wealth
Pennsylvania
$49K +$52.4K +1,200 New
EMG
107
Ellington Management Group
Connecticut
$46K +$48.5K +1,110 New
CBB
108
Citizens Business Bank
California
$41K – – –
UBS AM
109
UBS AM
Illinois
$41K +$43.7K +1,000 New
Wolverine Trading
110
Wolverine Trading
Illinois
$40K – – –
AIP
111
Ameritas Investment Partners
Nebraska
$34K – – –
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$33.9K -$65.4K -1,497 -64%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$32K +$8.65K +198 +33%
WT
114
Whittier Trust
California
$25K – – –
Federated Hermes
115
Federated Hermes
Pennsylvania
$23K -$40.1K -918 -62%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.7K – – –
SPIA
117
Steward Partners Investment Advisory
New York
$14K +$4.37K +100 +40%
TRCT
118
Tower Research Capital (TRC)
New York
$12K +$12.8K +292 New
FANJ
119
Financial Architects (New Jersey)
New Jersey
$9K +$8.73K +200 +645%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
PIA
121
Piedmont Investment Advisors
North Carolina
$7K +$7.25K +166 New
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$6K +$6.55K +150 New
SEI Investments
123
SEI Investments
Pennsylvania
$5K – – –
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$3K +$2.93K +67 +3,350%
ASN
125
Advisory Services Network
Georgia
$2K – – –
2 3 4
5
6

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.