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Intrepid Potash
IPI

Overview Fund Activity

160 hedge funds and large institutions have $918M invested in Intrepid Potash in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
50
Reduced
61
Closed
16
Calls
$3.24M
Puts
$5.39M
Net Calls
-$2.15M
Net Calls Change
-$637K

Top Buyers

1
GTP
1
Global Thematic Partners
New York
$14.8M
2
GC
2
Guggenheim Capital
Illinois
$12.3M
3
Capital World Investors
3
Capital World Investors
California
$78.3M
4
RCM
4
Rutabaga Capital Management
Massachusetts
$26.7M
5
Comerica Bank
5
Comerica Bank
Texas
$11M

Top Sellers

1
IAM
1
Impala Asset Management
Florida
$0
2
RRAM
2
River Road Asset Management
Kentucky
$0
3
RA
3
Royce & Associates
New York
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
SAM
5
Southernsun Asset Management
Tennessee
$72.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$78.3M 5,640,352 +745,352 +15%
HA
2
Heartland Advisors
Wisconsin
$77.5M 5,580,483 -262,514 -4%
AR
3
Advisory Research
Illinois
$75.2M 5,420,445 -291,606 -5%
SAM
4
Southernsun Asset Management
Tennessee
$72.7M 5,237,359 -582,484 -10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.1M 4,183,457 +10,007 +0.2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$52.4M 3,772,604 +127,727 +4%
BFA
7
BlackRock Fund Advisors
California
$43.3M 3,119,619 +302,188 +11%
Franklin Resources
8
Franklin Resources
California
$29.3M 2,114,500 +194,500 +10%
KI
9
Koch Industries
Kansas
$27.8M 2,000,000 – –
RCM
10
Rutabaga Capital Management
Massachusetts
$26.7M 1,921,551 +400,982 +26%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$24.5M 1,768,287 +305,243 +21%
BIT
12
BlackRock Institutional Trust
California
$19.8M 1,427,770 -14,551 -1%
LAM
13
Lapides Asset Management
Connecticut
$17.1M 1,231,400 +130,900 +12%
TAM
14
THB Asset Management
Connecticut
$15.5M 1,117,195 +104,427 +10%
GTP
15
Global Thematic Partners
New York
$14.8M 1,064,066 +1,064,066 New
KG
16
Killen Group
Pennsylvania
$14.6M 1,049,646 -59,360 -5%
Stifel Financial
17
Stifel Financial
Missouri
$14.4M 1,037,316 +143,359 +16%
State Street
18
State Street
Massachusetts
$14.2M 1,022,738 +6,764 +0.7%
O
19
OppenheimerFunds
New York
$13.9M 1,001,292 +136,876 +16%
WC
20
Walthausen & Co
New York
$13.7M 983,840 -113,460 -10%
Northern Trust
21
Northern Trust
Illinois
$12.6M 911,335 +6,150 +0.7%
GC
22
Guggenheim Capital
Illinois
$12.3M 888,720 +877,376 +7,734%
Comerica Bank
23
Comerica Bank
Texas
$11M 790,784 +394,682 +100%
ABC
24
Anchor Bolt Capital
Illinois
$10.9M 787,984 +318,179 +68%
IMOV
25
Investment Management of Virginia
Virginia
$9.93M 715,562 -104,348 -13%
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