IperionX
IPX
9 hedge funds and large institutions have $6.08M invested in IperionX in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more capital invested
Capital invested by funds: $5.18M → $6.08M (+$900K)
13% more funds holding
Funds holding: 8 → 9 (+1)
0.02% more ownership
Funds ownership: 0.27% → 0.29% (+0.02%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$1.2M |
| 2 |
Morgan Stanley
New York
|
+$463K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$454K |
| 2 |
Jane Street
New York
|
-$100K |
| 3 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$90 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRF
1
B. Riley Financial
Los Angeles,
California
| $3.03M | -$454K | -50,574 | -13% |
|
|
2
Stifel Financial
St. Louis,
Missouri
| $2.36M | +$1.2M | +134,289 | +111% |
|
|
3
Morgan Stanley
New York
| $478K | +$463K | +51,600 | New |
|
4
Bank of America
Charlotte,
North Carolina
| $92.6K | – | – | – |
|
5
Wells Fargo
San Francisco,
California
| $57.3K | – | – | – |
|
|
6
RhumbLine Advisers
Boston,
Massachusetts
| $37K | -$90 | -10 | -0.3% |
|
|
BCMLT
7
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $9.77K | – | – | – |
|
|
HGA
8
Hobbs Group Advisors
Columbia,
South Carolina
| $8.4K | +$8.14K | +907 | New |
|
|
PG
9
Proffitt & Goodson
Knoxville,
Tennessee
| $6.48K | – | – | – |
|
|
10
Jane Street
New York
| – | -$100K | -10,270 | Closed |
|
IPX Hedge Fund Activity: Q4 2023 in Review
9 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in IperionX (IPX) for Q4 2023, worth a combined $6.08M — up 17% from $5.18M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IPX positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Stifel Financial, adding an estimated $1.2M. The largest seller was B. Riley Financial, cutting an estimated $454K.
- 9 institutional investors held IperionX (IPX) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $6.08M of IperionX stock for Q4 2023, up 17% quarter-over-quarter.
- 2 funds opened new IperionX positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest IperionX buyer in Q4 2023 was Stifel Financial, an estimated $1.2M added.
- The largest IperionX seller in Q4 2023 was B. Riley Financial, an estimated $454K sold.
Based on aggregated 13F filings for Q4 2023.