Intrepid Potash
IPI
95 hedge funds and large institutions have $156M invested in Intrepid Potash in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 10 closing their positions.
40% more call options, than puts
Call options by funds: $5.54M | Put options by funds: $3.97M
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
10% more capital invested
Capital invested by funds: $142M → $156M (+$14.2M)
3% more funds holding
Funds holding: 92 → 95 (+3)
0% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 30
0.37% less ownership
Funds ownership: 47.44% → 47.07% (-0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Azarias Capital Management
Berwyn,
Pennsylvania
|
+$5.62M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.56M |
| 3 |
First Eagle Investment Management
New York
|
+$2.28M |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$1.74M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$5.71M |
| 2 |
Morgan Stanley
New York
|
-$3.53M |
| 3 |
BlackRock
New York
|
-$2.22M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.12M |
| 5 |
CM
CastleKnight Management
New York
|
-$1.08M |
IPI Hedge Fund Activity: Q3 2023 in Review
95 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Intrepid Potash (IPI) for Q3 2023, worth a combined $156M — up 10% from $142M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IPI positions and 10 closed out — a net gain of 3 holders — while 30 added to existing stakes and 30 trimmed.
The largest buyer was Azarias Capital Management, adding an estimated $5.62M. The largest seller was Federated Hermes, cutting an estimated $5.71M.
- 95 institutional investors held Intrepid Potash (IPI) as of Q3 2023, up from 92 in Q2 2023.
- Funds reported $156M of Intrepid Potash stock for Q3 2023, up 10% quarter-over-quarter.
- 13 funds opened new Intrepid Potash positions in Q3 2023 and 10 closed out, a net change of +3 holders.
- The largest Intrepid Potash buyer in Q3 2023 was Azarias Capital Management, an estimated $5.62M added.
- The largest Intrepid Potash seller in Q3 2023 was Federated Hermes, an estimated $5.71M sold.
Based on aggregated 13F filings for Q3 2023.