Intrepid Potash
IPI
165 hedge funds and large institutions have $1.1B invested in Intrepid Potash in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 19 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
9% more capital invested
Capital invested by funds: $1.01B → $1.1B (+$88.1M)
6% more funds holding
Funds holding: 156 → 165 (+9)
0% less ownership
Funds ownership: 8.6% → 8.6% (-0%)
12% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 59
30% less call options, than puts
Call options by funds: $4.45M | Put options by funds: $6.33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$38.3M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$18.1M |
| 3 |
Goldman Sachs
New York
|
+$8.61M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$8.09M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$19.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$17M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$16.7M |
| 4 |
State Street
Boston,
Massachusetts
|
-$10.4M |
| 5 |
KI
Koch Industries
Wichita,
Kansas
|
-$8.84M |
IPI Hedge Fund Activity: Q2 2014 in Review
165 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Intrepid Potash (IPI) for Q2 2014, worth a combined $1.1B — up 8.7% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IPI positions and 19 closed out — a net gain of 9 holders — while 52 added to existing stakes and 59 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $38.3M. The largest seller was Southernsun Asset Management, cutting an estimated $19.9M.
- 165 institutional investors held Intrepid Potash (IPI) as of Q2 2014, up from 156 in Q1 2014.
- Funds reported $1.1B of Intrepid Potash stock for Q2 2014, up 8.7% quarter-over-quarter.
- 28 funds opened new Intrepid Potash positions in Q2 2014 and 19 closed out, a net change of +9 holders.
- The largest Intrepid Potash buyer in Q2 2014 was Capital World Investors, an estimated $38.3M added.
- The largest Intrepid Potash seller in Q2 2014 was Southernsun Asset Management, an estimated $19.9M sold.
Based on aggregated 13F filings for Q2 2014.