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IPX

IperionX

8 hedge funds and large institutions have $5.45M invested in IperionX in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more capital invested

Capital invested by funds: $1.25M → $5.45M (+$4.2M)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

33% more funds holding

Funds holding: 68 (+2)

0.24% more ownership

Funds ownership: 0.14%0.38% (+0.24%)

Holders
8
Holders Change
+2
Holders Change %
+33.33%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
1
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRF
1
B. Riley Financial
California
$3.2M +$2.99M +439,500 New
Osaic Holdings
2
Osaic Holdings
Arizona
$1.77M
Jane Street
3
Jane Street
New York
$353K +$330K +48,409 New
Bank of America
4
Bank of America
North Carolina
$72.9K
RhumbLine Advisers
5
RhumbLine Advisers
Massachusetts
$23.5K +$22.2K +3,260 New
Barclays
6
Barclays
United Kingdom
$18.8K +$17.5K +2,576 New
BCMLT
7
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.29K
PG
8
Proffitt & Goodson
Tennessee
$3.65K +$2.04K +300 +150%
UBS Group
9
UBS Group
Switzerland
-$1.11K -216 Closed
Morgan Stanley
10
Morgan Stanley
New York
-$512 -100 Closed

IPX Hedge Fund Activity: Q2 2023 in Review

8 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in IperionX (IPX) for Q2 2023, worth a combined $5.45M — up 335% from $1.25M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IPX positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was B. Riley Financial, opening a new position worth an estimated $2.99M. The largest seller was UBS Group, exiting entirely with an estimated $1.11K sold.

  • 8 institutional investors held IperionX (IPX) as of Q2 2023, up from 6 in Q1 2023.
  • Funds reported $5.45M of IperionX stock for Q2 2023, up 335% quarter-over-quarter.
  • 4 funds opened new IperionX positions in Q2 2023 and 2 closed out, a net change of +2 holders.
  • The largest IperionX buyer in Q2 2023 was B. Riley Financial, an estimated $2.99M added.
  • The largest IperionX seller in Q2 2023 was UBS Group, an estimated $1.11K sold.

Based on aggregated 13F filings for Q2 2023.