Intrepid Potash
IPI
161 hedge funds and large institutions have $917M 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.
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
2% more funds holding
Funds holding: 158 → 161 (+3)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.02% less ownership
Funds ownership: 8.72% → 8.7% (-0.02%)
10% less capital invested
Capital invested by funds: $1.02B → $917M (-$107M)
18% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 61
40% less call options, than puts
Call options by funds: $3.24M | Put options by funds: $5.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GTP
Global Thematic Partners
New York
|
+$14.7M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$12.2M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$10.3M |
| 4 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
+$5.55M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$5.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$17.8M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$16M |
| 3 |
RA
Royce & Associates
New York
|
-$11.7M |
| 4 |
Millennium Management
New York
|
-$9.61M |
| 5 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$8.07M |
IPI Hedge Fund Activity: Q4 2014 in Review
161 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Intrepid Potash (IPI) for Q4 2014, worth a combined $917M — down 10% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IPI positions and 16 closed out — a net gain of 4 holders — while 50 added to existing stakes and 61 trimmed.
The largest buyer was Global Thematic Partners, opening a new position worth an estimated $14.7M. The largest seller was Impala Asset Management, exiting entirely with an estimated $17.8M sold.
- 161 institutional investors held Intrepid Potash (IPI) as of Q4 2014, up from 158 in Q3 2014.
- Funds reported $917M of Intrepid Potash stock for Q4 2014, down 10% quarter-over-quarter.
- 20 funds opened new Intrepid Potash positions in Q4 2014 and 16 closed out, a net change of +4 holders.
- The largest Intrepid Potash buyer in Q4 2014 was Global Thematic Partners, an estimated $14.7M added.
- The largest Intrepid Potash seller in Q4 2014 was Impala Asset Management, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2014.