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IPX

IperionX

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

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

66% more capital invested

Capital invested by funds: $35.5M → $58.9M (+$23.4M)

26% more funds holding

Funds holding: 1924 (+5)

0.2% more ownership

Funds ownership: 0.61%0.81% (+0.2%)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$31M +$5.12M +196,558 +28%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$17.3M -$4.19M -160,979 -24%
TCM
3
Thomist Capital Management
Texas
$3.48M +$24.5M +939,088 New
SFS
4
Sowell Financial Services
Arkansas
$1.6M +$1.21M +46,421 New
Bank of America
5
Bank of America
North Carolina
$832K +$85.8K +3,293 +16%
Jane Street
6
Jane Street
New York
$645K -$202K -7,768 -29%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$602K +$456K +17,500 New
Morgan Stanley
8
Morgan Stanley
New York
$542K -$439K -16,850 -52%
SC
9
Shay Capital
New York
$540K -$781K -29,983 -66%
TI
10
Tidal Investments
Wisconsin
$506K -$48.4K -1,857 -11%
Marshall Wace
11
Marshall Wace
United Kingdom
$465K +$352K +13,510 New
PAMP
12
Polar Asset Management Partners
Ontario, Canada
$407K -$640K -24,582 -68%
CIA
13
Corigliano Investment Advisers
North Carolina
$344K +$261K +10,010 New
Citadel Advisors
14
Citadel Advisors
Florida
$283K +$215K +8,240 New
Wells Fargo
15
Wells Fargo
California
$189K -$44.1K -1,691 -24%
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$137K -$1.95K -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 +$9.88K +379 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$10.3K +$7.76K +298 New
MCM
22
MAI Capital Management
Ohio
$5.3K +$4.01K +154 New
PFBT
23
Parkside Financial Bank & Trust
Missouri
$2.75K
TRCT
24
Tower Research Capital (TRC)
New York
$172 +$130 +5 New
BP
25
Ballentine Partners
Massachusetts
-$529K -23,776 Closed

IPX Hedge Fund Activity: Q4 2024 in Review

24 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in IperionX (IPX) for Q4 2024, worth a combined $58.9M — up 66% from $35.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IPX positions and 5 closed out — a net gain of 5 holders — while 2 added to existing stakes and 8 trimmed.

The largest buyer was Thomist Capital Management, opening a new position worth an estimated $24.5M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $4.19M.

  • 24 institutional investors held IperionX (IPX) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $58.9M of IperionX stock for Q4 2024, up 66% quarter-over-quarter.
  • 10 funds opened new IperionX positions in Q4 2024 and 5 closed out, a net change of +5 holders.
  • The largest IperionX buyer in Q4 2024 was Thomist Capital Management, an estimated $24.5M added.
  • The largest IperionX seller in Q4 2024 was Philadelphia Financial Management of San Francisco, an estimated $4.19M sold.

Based on aggregated 13F filings for Q4 2024.