IPX

IperionX
IPX

Overview Fund Activity

24 hedge funds and large institutions have $58.9M invested in IperionX in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
2
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$31M
2
TCM
2
Thomist Capital Management
Texas
$3.48M
3
SFS
3
Sowell Financial Services
Arkansas
$1.6M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$602K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$465K

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$17.3M
2
SC
2
Shay Capital
New York
$540K
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$407K
4
Morgan Stanley
4
Morgan Stanley
New York
$542K
5
BP
5
Ballentine Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$31M +$6.76M +196,558 +28%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$17.3M -$5.54M -160,979 -24%
TCM
3
Thomist Capital Management
Texas
$3.48M +$3.48M +939,088 New
SFS
4
Sowell Financial Services
Arkansas
$1.6M +$1.6M +46,421 New
Bank of America
5
Bank of America
North Carolina
$832K +$113K +3,293 +16%
Jane Street
6
Jane Street
New York
$645K -$267K -7,768 -29%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$602K +$602K +17,500 New
Morgan Stanley
8
Morgan Stanley
New York
$542K -$580K -16,850 -52%
SC
9
Shay Capital
New York
$540K -$1.03M -29,983 -66%
TI
10
Tidal Investments
Wisconsin
$506K -$63.9K -1,857 -11%
Marshall Wace
11
Marshall Wace
United Kingdom
$465K +$465K +13,510 New
PAMP
12
Polar Asset Management Partners
Ontario, Canada
$407K -$846K -24,582 -68%
CIA
13
Corigliano Investment Advisers
North Carolina
$344K +$344K +10,010 New
Citadel Advisors
14
Citadel Advisors
Florida
$283K +$283K +8,240 New
Wells Fargo
15
Wells Fargo
California
$189K -$58.2K -1,691 -24%
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$137K -$2.58K -75 -2%
BCMLT
17
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.4K – – –
PG
18
Proffitt & Goodson
Tennessee
$24.1K – – –
TIM
19
Tortoise Investment Management
New York
$18.1K – – –
GI
20
GAMMA Investing
California
$13K +$13K +379 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$10.3K +$10.3K +298 New
MCM
22
MAI Capital Management
Ohio
$5.3K +$5.3K +154 New
PFBT
23
Parkside Financial Bank & Trust
Missouri
$2.75K – – –
TRCT
24
Tower Research Capital (TRC)
New York
$172 +$172 +5 New
BP
25
Ballentine Partners
Massachusetts
– -$529K -23,776 Closed
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