Intrepid Potash
IPI
88 hedge funds and large institutions have $59.8M invested in Intrepid Potash in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 36 reducing their positions, and 33 closing their positions.
92% more capital invested
Capital invested by funds: $31.1M → $59.8M (+$28.7M)
69% more call options, than puts
Call options by funds: $425K | Put options by funds: $251K
0.14% more ownership
Funds ownership: 3.62% → 3.76% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16% less funds holding
Funds holding: 105 → 88 (-17)
50% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 36
52% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.83M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$2.39M |
| 3 |
Renaissance Technologies
New York
|
+$1.12M |
| 4 |
Morgan Stanley
New York
|
+$924K |
| 5 |
WC
Walthausen & Co
Malta,
New York
|
+$667K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.73M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$1.48M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$968K |
| 4 |
D.E. Shaw & Co
New York
|
-$592K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$587K |
IPI Hedge Fund Activity: Q4 2016 in Review
88 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Intrepid Potash (IPI) for Q4 2016, worth a combined $59.8M — up 92% from $31.1M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of IPI and 16 opened new positions — a net loss of 17 holders — while 36 trimmed existing stakes and 18 added.
The largest buyer was Fidelity Investments, adding an estimated $4.83M. The largest seller was Vanguard Group, cutting an estimated $1.73M.
- 88 institutional investors held Intrepid Potash (IPI) as of Q4 2016, down from 105 in Q3 2016.
- Funds reported $59.8M of Intrepid Potash stock for Q4 2016, up 92% quarter-over-quarter.
- 16 funds opened new Intrepid Potash positions in Q4 2016 and 33 closed out, a net change of -17 holders.
- The largest Intrepid Potash buyer in Q4 2016 was Fidelity Investments, an estimated $4.83M added.
- The largest Intrepid Potash seller in Q4 2016 was Vanguard Group, an estimated $1.73M sold.
Based on aggregated 13F filings for Q4 2016.