Intrepid Potash
IPI
156 hedge funds and large institutions have $1.01B invested in Intrepid Potash in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 13 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 48
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
3% more capital invested
Capital invested by funds: $980M → $1.01B (+$27.2M)
0.43% more ownership
Funds ownership: 8.17% → 8.6% (+0.43%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 157 → 156 (-1)
48% less call options, than puts
Call options by funds: $4.84M | Put options by funds: $9.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
+$21.9M |
| 2 |
KG
Killen Group
Berwyn,
Pennsylvania
|
+$17M |
| 3 |
MVM
McClain Value Management
New Canaan,
Connecticut
|
+$6.12M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$6.04M |
| 5 |
ICM
ICC Capital Management
Orlando,
Florida
|
+$5.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$8.33M |
| 2 |
WI
WHV Investments
San Francisco,
California
|
-$7.71M |
| 3 |
Barclays
London,
United Kingdom
|
-$6.16M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.17M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.56M |
IPI Hedge Fund Activity: Q1 2014 in Review
156 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Intrepid Potash (IPI) for Q1 2014, worth a combined $1.01B — up 2.8% from $980M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IPI positions and 13 closed out — a net gain of 1 holder — while 64 added to existing stakes and 48 trimmed.
The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $21.9M. The largest seller was Janus Henderson Investors US, exiting entirely with an estimated $8.33M sold.
- 156 institutional investors held Intrepid Potash (IPI) as of Q1 2014, down from 157 in Q4 2013.
- Funds reported $1.01B of Intrepid Potash stock for Q1 2014, up 2.8% quarter-over-quarter.
- 14 funds opened new Intrepid Potash positions in Q1 2014 and 13 closed out, a net change of +1 holder.
- The largest Intrepid Potash buyer in Q1 2014 was Rutabaga Capital Management, an estimated $21.9M added.
- The largest Intrepid Potash seller in Q1 2014 was Janus Henderson Investors US, an estimated $8.33M sold.
Based on aggregated 13F filings for Q1 2014.