Intrepid Potash
IPI
158 hedge funds and large institutions have $1.02B invested in Intrepid Potash in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 20 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 57
0.12% more ownership
Funds ownership: 8.6% → 8.72% (+0.12%)
4% less funds holding
Funds holding: 165 → 158 (-7)
6% less capital invested
Capital invested by funds: $1.1B → $1.02B (-$70.9M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
27% less call options, than puts
Call options by funds: $4.02M | Put options by funds: $5.53M
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$38.7M |
| 2 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$17.8M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
+$14.9M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$12.2M |
| 5 |
Bank of New York Mellon
New York
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KI
Koch Industries
Wichita,
Kansas
|
-$40.8M |
| 2 |
MVM
McClain Value Management
New Canaan,
Connecticut
|
-$24.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$9.06M |
| 5 |
Goldman Sachs
New York
|
-$6.71M |
IPI Hedge Fund Activity: Q3 2014 in Review
158 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Intrepid Potash (IPI) for Q3 2014, worth a combined $1.02B — down 6.5% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IPI and 14 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 58 added.
The largest buyer was Capital World Investors, adding an estimated $38.7M. The largest seller was Koch Industries, cutting an estimated $40.8M.
- 158 institutional investors held Intrepid Potash (IPI) as of Q3 2014, down from 165 in Q2 2014.
- Funds reported $1.02B of Intrepid Potash stock for Q3 2014, down 6.5% quarter-over-quarter.
- 14 funds opened new Intrepid Potash positions in Q3 2014 and 20 closed out, a net change of -6 holders.
- The largest Intrepid Potash buyer in Q3 2014 was Capital World Investors, an estimated $38.7M added.
- The largest Intrepid Potash seller in Q3 2014 was Koch Industries, an estimated $40.8M sold.
Based on aggregated 13F filings for Q3 2014.