Intrepid Potash
IPI
161 hedge funds and large institutions have $715M invested in Intrepid Potash in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 25 closing their positions.
38% more call options, than puts
Call options by funds: $2.61M | Put options by funds: $1.89M
24% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 54
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.5% less ownership
Funds ownership: 8.36% → 7.86% (-0.5%)
3% less capital invested
Capital invested by funds: $734M → $715M (-$19.6M)
5% less funds holding
Funds holding: 170 → 161 (-9)
36% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$7.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.33M |
| 3 |
GTP
Global Thematic Partners
New York
|
+$4.49M |
| 4 |
ARM
Adirondack Research & Management
Guilderland,
New York
|
+$3.88M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$65.1M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$9.29M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$5.03M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$2.67M |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$2.51M |
IPI Hedge Fund Activity: Q2 2015 in Review
161 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Intrepid Potash (IPI) for Q2 2015, worth a combined $715M — down 2.7% from $734M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of IPI and 16 opened new positions — a net loss of 9 holders — while 54 trimmed existing stakes and 67 added.
The largest buyer was Franklin Resources, adding an estimated $7.8M. The largest seller was Capital World Investors, exiting entirely with an estimated $65.1M sold.
- 161 institutional investors held Intrepid Potash (IPI) as of Q2 2015, down from 170 in Q1 2015.
- Funds reported $715M of Intrepid Potash stock for Q2 2015, down 2.7% quarter-over-quarter.
- 16 funds opened new Intrepid Potash positions in Q2 2015 and 25 closed out, a net change of -9 holders.
- The largest Intrepid Potash buyer in Q2 2015 was Franklin Resources, an estimated $7.8M added.
- The largest Intrepid Potash seller in Q2 2015 was Capital World Investors, an estimated $65.1M sold.
Based on aggregated 13F filings for Q2 2015.