Intrepid Potash
IPI
156 hedge funds and large institutions have $339M invested in Intrepid Potash in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 26 closing their positions.
0.17% more ownership
Funds ownership: 7.86% → 8.03% (+0.17%)
3% less funds holding
Funds holding: 161 → 156 (-5)
12% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 58
15% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
53% less capital invested
Capital invested by funds: $715M → $339M (-$376M)
77% less call options, than puts
Call options by funds: $1.21M | Put options by funds: $5.25M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.2M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$9.83M |
| 3 |
JP Morgan Chase
New York
|
+$7.33M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$6.13M |
| 5 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
+$5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$29.1M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$10.5M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$4.48M |
| 4 |
Morgan Stanley
New York
|
-$4.37M |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$4.16M |
IPI Hedge Fund Activity: Q3 2015 in Review
156 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Intrepid Potash (IPI) for Q3 2015, worth a combined $339M — down 53% from $715M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of IPI and 22 opened new positions — a net loss of 4 holders — while 58 trimmed existing stakes and 51 added.
The largest buyer was Fidelity Investments, adding an estimated $15.2M. The largest seller was Advisory Research, exiting entirely with an estimated $29.1M sold.
- 156 institutional investors held Intrepid Potash (IPI) as of Q3 2015, down from 161 in Q2 2015.
- Funds reported $339M of Intrepid Potash stock for Q3 2015, down 53% quarter-over-quarter.
- 22 funds opened new Intrepid Potash positions in Q3 2015 and 26 closed out, a net change of -4 holders.
- The largest Intrepid Potash buyer in Q3 2015 was Fidelity Investments, an estimated $15.2M added.
- The largest Intrepid Potash seller in Q3 2015 was Advisory Research, an estimated $29.1M sold.
Based on aggregated 13F filings for Q3 2015.