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IPX

IperionX

19 hedge funds and large institutions have $35.5M invested in IperionX in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more capital invested

Capital invested by funds: $20.9M → $35.5M (+$14.6M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

12% more funds holding

Funds holding: 1719 (+2)

0.03% more ownership

Funds ownership: 0.58%0.61% (+0.03%)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
5
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$15.7M +$2.94M +179,650 +34%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$14.8M -$2.43M -148,272 -18%
SC
3
Shay Capital
New York
$1.02M +$142K +8,681 +23%
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$811K
Morgan Stanley
5
Morgan Stanley
New York
$726K -$170K -10,400 -24%
Jane Street
6
Jane Street
New York
$591K +$249K +15,202 +134%
BP
7
Ballentine Partners
Massachusetts
$529K +$390K +23,776 New
Bank of America
8
Bank of America
North Carolina
$465K +$14.7K +900 +5%
TI
9
Tidal Investments
Wisconsin
$368K +$272K +16,576 New
SPM
10
Symmetry Peak Management
Pennsylvania
$228K +$167K +10,218 New
Wells Fargo
11
Wells Fargo
California
$160K +$16.4K +1,000 +16%
RhumbLine Advisers
12
RhumbLine Advisers
Massachusetts
$90.2K -$1.18K -72 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$27.2K -$4.64K -283 -19%
BCMLT
14
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.3K
HGA
15
Hobbs Group Advisors
South Carolina
$20.2K
PG
16
Proffitt & Goodson
Tennessee
$15.6K
TIM
17
Tortoise Investment Management
New York
$11.7K +$8.6K +525 New
UBS Group
18
UBS Group
Switzerland
$9.6K +$7.06K +431 New
PFBT
19
Parkside Financial Bank & Trust
Missouri
$1.78K
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
-$15K -1,000 Closed
ATPW
21
Ashton Thomas Private Wealth
Arizona
-$1.39K -100 Closed
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
-$1.18K -85 Closed

IPX Hedge Fund Activity: Q3 2024 in Review

19 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in IperionX (IPX) for Q3 2024, worth a combined $35.5M — up 70% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IPX positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Stifel Financial, adding an estimated $2.94M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $2.43M.

  • 19 institutional investors held IperionX (IPX) as of Q3 2024, up from 17 in Q2 2024.
  • Funds reported $35.5M of IperionX stock for Q3 2024, up 70% quarter-over-quarter.
  • 5 funds opened new IperionX positions in Q3 2024 and 3 closed out, a net change of +2 holders.
  • The largest IperionX buyer in Q3 2024 was Stifel Financial, an estimated $2.94M added.
  • The largest IperionX seller in Q3 2024 was Philadelphia Financial Management of San Francisco, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2024.