Intrepid Potash
IPI
157 hedge funds and large institutions have $980M invested in Intrepid Potash in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 21 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 54
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.39% less ownership
Funds ownership: 8.56% → 8.17% (-0.39%)
4% less capital invested
Capital invested by funds: $1.02B → $980M (-$36.4M)
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
2% less funds holding
Funds holding: 160 → 157 (-3)
22% less call options, than puts
Call options by funds: $15.8M | Put options by funds: $20.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.7M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$18M |
| 3 |
O
OppenheimerFunds
New York
|
+$8.08M |
| 4 |
MVM
McClain Value Management
New Canaan,
Connecticut
|
+$5.81M |
| 5 |
WC
Walthausen & Co
Malta,
New York
|
+$5.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$56.6M |
| 2 |
Parnassus Investments
San Francisco,
California
|
-$19.2M |
| 3 |
Morgan Stanley
New York
|
-$11.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.5M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
-$9.46M |
IPI Hedge Fund Activity: Q4 2013 in Review
157 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Intrepid Potash (IPI) for Q4 2013, worth a combined $980M — down 3.6% from $1.02B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IPI and 19 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 59 added.
The largest buyer was Fidelity Investments, adding an estimated $40.7M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $56.6M sold.
- 157 institutional investors held Intrepid Potash (IPI) as of Q4 2013, down from 160 in Q3 2013.
- Funds reported $980M of Intrepid Potash stock for Q4 2013, down 3.6% quarter-over-quarter.
- 19 funds opened new Intrepid Potash positions in Q4 2013 and 21 closed out, a net change of -2 holders.
- The largest Intrepid Potash buyer in Q4 2013 was Fidelity Investments, an estimated $40.7M added.
- The largest Intrepid Potash seller in Q4 2013 was Massachusetts Financial Services, an estimated $56.6M sold.
Based on aggregated 13F filings for Q4 2013.