IperionX
IPX
13 hedge funds and large institutions have $23.5M invested in IperionX in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
286% more capital invested
Capital invested by funds: $6.08M → $23.5M (+$17.4M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
44% more funds holding
Funds holding: 9 → 13 (+4)
0.4% more ownership
Funds ownership: 0.29% → 0.69% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$9.54M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$1.95M |
| 3 |
SC
Shay Capital
New York
|
+$301K |
| 4 |
BRF
B. Riley Financial
Los Angeles,
California
|
+$138K |
| 5 |
EC
EntryPoint Capital
New York
|
+$28.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$107K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFMOSF
1
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $11M | +$9.54M | +738,924 | New |
|
|
2
Stifel Financial
St. Louis,
Missouri
| $6.06M | +$1.95M | +151,231 | +59% |
|
|
BRF
3
B. Riley Financial
Los Angeles,
California
| $5.04M | +$138K | +10,684 | +3% |
|
|
4
Morgan Stanley
New York
| $646K | -$107K | -8,300 | -16% |
|
|
SC
5
Shay Capital
New York
| $348K | +$301K | +23,352 | New |
|
6
Bank of America
Charlotte,
North Carolina
| $149K | – | – | – |
|
7
Wells Fargo
San Francisco,
California
| $92.3K | – | – | – |
|
8
RhumbLine Advisers
Boston,
Massachusetts
| $65.9K | +$6.02K | +466 | +12% |
|
|
EC
9
EntryPoint Capital
New York
| $33.1K | +$28.7K | +2,220 | New |
|
10
CIBC Private Wealth Group
Atlanta,
Georgia
| $15.1K | +$12.9K | +1,000 | New |
|
|
BCMLT
11
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $14.9K | – | – | – |
|
|
PG
12
Proffitt & Goodson
Knoxville,
Tennessee
| $10.4K | – | – | – |
|
13
Osaic Holdings
Scottsdale,
Arizona
| $2.98K | +$2.58K | +200 | New |
|
IPX Hedge Fund Activity: Q1 2024 in Review
13 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in IperionX (IPX) for Q1 2024, worth a combined $23.5M — up 286% from $6.08M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IPX positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $9.54M. The largest seller was Morgan Stanley, cutting an estimated $107K.
- 13 institutional investors held IperionX (IPX) as of Q1 2024, up from 9 in Q4 2023.
- Funds reported $23.5M of IperionX stock for Q1 2024, up 286% quarter-over-quarter.
- 5 funds opened new IperionX positions in Q1 2024 and 0 closed out, a net change of +5 holders.
- The largest IperionX buyer in Q1 2024 was Philadelphia Financial Management of San Francisco, an estimated $9.54M added.
- The largest IperionX seller in Q1 2024 was Morgan Stanley, an estimated $107K sold.
Based on aggregated 13F filings for Q1 2024.