IperionX
IPX
8 hedge funds and large institutions have $5.18M invested in IperionX in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.1% less ownership
Funds ownership: 0.38% → 0.27% (-0.1%)
5% less capital invested
Capital invested by funds: $5.45M → $5.18M (-$269K)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$960K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$49.1K |
| 3 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$5.63K |
| 4 |
PG
Proffitt & Goodson
Knoxville,
Tennessee
|
+$1.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.77M |
| 2 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$491K |
| 3 |
Jane Street
New York
|
-$303K |
| 4 |
Barclays
London,
United Kingdom
|
-$18.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRF
1
B. Riley Financial
Los Angeles,
California
| $3.69M | -$491K | -61,848 | -14% |
|
|
2
Stifel Financial
St. Louis,
Missouri
| $1.18M | +$960K | +120,962 | New |
|
|
3
Jane Street
New York
| $100K | -$303K | -38,139 | -79% |
|
4
Bank of America
Charlotte,
North Carolina
| $97.7K | – | – | – |
|
|
5
Wells Fargo
San Francisco,
California
| $60.5K | +$49.1K | +6,191 | New |
|
|
6
RhumbLine Advisers
Boston,
Massachusetts
| $38.1K | +$5.63K | +710 | +22% |
|
|
BCMLT
7
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $7.29K | – | – | – |
|
|
PG
8
Proffitt & Goodson
Knoxville,
Tennessee
| $6.84K | +$1.59K | +200 | +40% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| – | -$1.77M | -225,250 | Closed |
|
|
10
Barclays
London,
United Kingdom
| – | -$18.8K | -2,576 | Closed |
|
IPX Hedge Fund Activity: Q3 2023 in Review
8 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in IperionX (IPX) for Q3 2023, worth a combined $5.18M — down 4.9% from $5.45M a quarter earlier.
Fund positioning in IPX was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $960K. The largest seller was Osaic Holdings, exiting entirely with an estimated $1.77M sold.
- 8 institutional investors held IperionX (IPX) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $5.18M of IperionX stock for Q3 2023, down 4.9% quarter-over-quarter.
- 2 funds opened new IperionX positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest IperionX buyer in Q3 2023 was Stifel Financial, an estimated $960K added.
- The largest IperionX seller in Q3 2023 was Osaic Holdings, an estimated $1.77M sold.
Based on aggregated 13F filings for Q3 2023.