We are live on ! Find out more
IPX

IperionX

17 hedge funds and large institutions have $20.9M invested in IperionX in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

31% more funds holding

Funds holding: 1317 (+4)

0.11% less ownership

Funds ownership: 0.69%0.58% (-0.11%)

11% less capital invested

Capital invested by funds: $23.5M → $20.9M (-$2.61M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
4
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$11.3M +$1.04M +72,435 +10%
Stifel Financial
2
Stifel Financial
Missouri
$7.3M +$1.68M +117,547 +29%
Morgan Stanley
3
Morgan Stanley
New York
$599K -$4.29K -300 -0.7%
SC
4
Shay Capital
New York
$515K +$195K +13,650 +58%
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$507K +$520K +36,402 New
Bank of America
6
Bank of America
North Carolina
$279K +$143K +10,000 +100%
Jane Street
7
Jane Street
New York
$158K +$162K +11,326 New
Wells Fargo
8
Wells Fargo
California
$86.3K
RhumbLine Advisers
9
RhumbLine Advisers
Massachusetts
$57.5K -$4.23K -296 -7%
JP Morgan Chase
10
JP Morgan Chase
New York
$21K +$21.6K +1,508 New
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$15K
BCMLT
12
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.9K
HGA
13
Hobbs Group Advisors
South Carolina
$12.6K +$13K +907 New
PG
14
Proffitt & Goodson
Tennessee
$9.75K
ATPW
15
Ashton Thomas Private Wealth
Arizona
$1.39K +$1.43K +100 New
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$1.18K +$1.22K +85 New
PFBT
17
Parkside Financial Bank & Trust
Missouri
$1.11K +$1.14K +80 New
BRF
18
B. Riley Financial
California
-$5.04M -337,762 Closed
EC
19
EntryPoint Capital
New York
-$33.1K -2,220 Closed
Osaic Holdings
20
Osaic Holdings
Arizona
-$2.98K -200 Closed

IPX Hedge Fund Activity: Q2 2024 in Review

17 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in IperionX (IPX) for Q2 2024, worth a combined $20.9M — down 11% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IPX positions and 3 closed out — a net gain of 4 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Stifel Financial, adding an estimated $1.68M. The largest seller was B. Riley Financial, exiting entirely with an estimated $5.04M sold.

  • 17 institutional investors held IperionX (IPX) as of Q2 2024, up from 13 in Q1 2024.
  • Funds reported $20.9M of IperionX stock for Q2 2024, down 11% quarter-over-quarter.
  • 7 funds opened new IperionX positions in Q2 2024 and 3 closed out, a net change of +4 holders.
  • The largest IperionX buyer in Q2 2024 was Stifel Financial, an estimated $1.68M added.
  • The largest IperionX seller in Q2 2024 was B. Riley Financial, an estimated $5.04M sold.

Based on aggregated 13F filings for Q2 2024.