We are live on ! Find out more
IPI icon

Intrepid Potash
IPI

123 hedge funds and large institutions have $292M invested in Intrepid Potash in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

102% more call options, than puts

Call options by funds: $2.75M | Put options by funds: $1.36M

13% more funds holding

Funds holding: 109 → 123 (+14)

7% more capital invested

Capital invested by funds: $272M → $292M (+$19.3M)

0.12% less ownership

Funds ownership: 4.8% → 4.69% (-0.12%)

15% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 34

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
123
Holders Change
+14
Holders Change %
+12.84%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
29
Reduced
34
Closed
13
Calls
$2.75M
Puts
$1.36M
Net Calls
+$1.39M
Net Calls Change
-$6.58M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.03M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$2.02M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.51M
4
MWNA
Marshall Wace North America
New York
+$1.15M
5
JIR
James Investment Research
Ohio
+$809K

Top Sellers

1
SAM
Sheffield Asset Management
Illinois
-$8.95M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.44M
3
BCM
Bienville Capital Management
New York
-$1.45M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$1.24M
5
Renaissance Technologies
Renaissance Technologies
New York
-$838K
Name Holding Trade Value Shares
Change 		Change in
Stake
LP
126
LMR Partners
United Kingdom
– -$155K -3,553 Closed
PG
127
PEAK6 Group
Illinois
– -$121K -3,097 Closed
QOP
128
Quinn Opportunity Partners
Virginia
– -$121K -2,782 Closed
WPP
129
Whalerock Point Partners
Rhode Island
– -$78K -1,790 Closed
Stifel Financial
130
Stifel Financial
Missouri
– -$60K -1,358 Closed
N
131
Natixis
France
– -$51K -1,170 Closed
CRC
132
Curi RMB Capital
Illinois
– -$48K -1,110 Closed
STA
133
Summit Trail Advisors
New York
– +$273 +7 New
2 3 4 5
6

IPI Hedge Fund Activity: Q4 2017 in Review

123 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Intrepid Potash (IPI) for Q4 2017, worth a combined $292M — up 7.1% from $272M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IPI positions and 13 closed out — a net gain of 15 holders — while 29 added to existing stakes and 34 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.03M. The largest seller was Sheffield Asset Management, exiting entirely with an estimated $8.95M sold.

  • 123 institutional investors held Intrepid Potash (IPI) as of Q4 2017, up from 109 in Q3 2017.
  • Funds reported $292M of Intrepid Potash stock for Q4 2017, up 7.1% quarter-over-quarter.
  • 28 funds opened new Intrepid Potash positions in Q4 2017 and 13 closed out, a net change of +15 holders.
  • The largest Intrepid Potash buyer in Q4 2017 was Dimensional Fund Advisors, an estimated $3.03M added.
  • The largest Intrepid Potash seller in Q4 2017 was Sheffield Asset Management, an estimated $8.95M sold.

Based on aggregated 13F filings for Q4 2017.