Intrepid Potash
IPI
118 hedge funds and large institutions have $225M invested in Intrepid Potash in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 20 closing their positions.
82% more call options, than puts
Call options by funds: $2.19M | Put options by funds: $1.2M
24% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 29
0.05% more ownership
Funds ownership: 4.69% → 4.73% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 123 → 118 (-5)
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
23% less capital invested
Capital invested by funds: $292M → $225M (-$67M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.96M |
| 2 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$1.16M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$1.12M |
| 4 |
RA
Royce & Associates
New York
|
+$944K |
| 5 |
WC
Walthausen & Co
Malta,
New York
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.93M |
| 2 |
MWNA
Marshall Wace North America
New York
|
-$1.41M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$903K |
| 4 |
BlackRock
New York
|
-$778K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$659K |
IPI Hedge Fund Activity: Q1 2018 in Review
118 of the 4,372 institutional investors tracked by Wall St. Rank reported a position in Intrepid Potash (IPI) for Q1 2018, worth a combined $225M — down 23% from $292M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IPI and 16 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 36 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $3.96M. The largest seller was Morgan Stanley, cutting an estimated $1.93M.
- 118 institutional investors held Intrepid Potash (IPI) as of Q1 2018, down from 123 in Q4 2017.
- Funds reported $225M of Intrepid Potash stock for Q1 2018, down 23% quarter-over-quarter.
- 16 funds opened new Intrepid Potash positions in Q1 2018 and 20 closed out, a net change of -4 holders.
- The largest Intrepid Potash buyer in Q1 2018 was Dimensional Fund Advisors, an estimated $3.96M added.
- The largest Intrepid Potash seller in Q1 2018 was Morgan Stanley, an estimated $1.93M sold.
Based on aggregated 13F filings for Q1 2018.