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Iron Mountain
IRM

816 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 292 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

48% more call options, than puts

Call options by funds: $172M | Put options by funds: $116M

8% more capital invested

Capital invested by funds: $12B → $12.9B (+$940M)

3% more funds holding

Funds holding: 790 → 816 (+26)

0.21% more ownership

Funds ownership: 77.68% → 77.89% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

Holders
816
Holders Change
+26
Holders Change %
+3.29%
% of All Funds
12.81%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
86
Increased
284
Reduced
292
Closed
51
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$263M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$96M
3
Prudential Financial
Prudential Financial
New Jersey
+$46.2M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$36.8M
5
Amundi
Amundi
France
+$34.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$281M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$44.5M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$40.9M
4
Bank of America
Bank of America
North Carolina
-$35M
5
Morgan Stanley
Morgan Stanley
New York
-$26.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HG
326
Herbst Group
Connecticut
$1.26M -$21.9K -400 -2%
CS
327
Candriam SCA
Luxembourg
$1.25M -$1.12M -20,535 -48%
RC
328
Reik & Co
New York
$1.25M – – –
AWM
329
Apollon Wealth Management
South Carolina
$1.24M -$105K -1,916 -8%
HIMCH
330
Hartford Investment Management Co (HIMCO)
Connecticut
$1.24M -$223K -4,067 -16%
ISL
331
Ingalls & Snyder LLC
New York
$1.24M -$6.84K -125 -0.6%
MCM
332
McMillion Capital Management
North Carolina
$1.23M -$25.2K -460 -2%
HT
333
Heritage Trust
Oklahoma
$1.23M +$124K +2,265 +12%
MLICM
334
Metropolitan Life Insurance Company (MetLife)
New York
$1.23M -$19.3K -352 -2%
CB
335
Commerce Bank
Missouri
$1.23M +$53.6K +979 +5%
FT
336
Fiduciary Trust
Massachusetts
$1.22M +$8.6K +157 +0.7%
FFWM
337
Future Financial Wealth Management
Ohio
$1.2M -$25.9K -473 -2%
TNAM
338
Terra Nova Asset Management
New York
$1.2M +$18.5K +338 +2%
CC
339
Cipher Capital
New York
$1.19M +$473K +8,635 +70%
FRM
340
Fox Run Management
Connecticut
$1.19M +$1.15M +20,924 New
RA
341
RFG Advisory
Alabama
$1.17M -$229K -4,181 -17%
IMRF
342
Illinois Municipal Retirement Fund
Illinois
$1.16M – – –
TIA
343
Trust Investment Advisors
Indiana
$1.16M +$1.75K +32 +0.2%
PI
344
PFG Investments
New York
$1.12M +$54.5K +996 +5%
ERIM
345
Eagle Ridge Investment Management
Connecticut
$1.12M – – –
Luther King Capital Management (LKCM)
346
Luther King Capital Management (LKCM)
Texas
$1.11M -$54.9K -1,003 -5%
LNC
347
Lincoln National Corp
Pennsylvania
$1.11M +$47.6K +869 +5%
OAM
348
Ostrum Asset Management
France
$1.1M +$4.05K +74 +0.4%
AA
349
ALPS Advisors
Colorado
$1.09M -$220K -4,025 -17%
KBC Group
350
KBC Group
Belgium
$1.09M – – –
12 13
14
15 16

IRM Hedge Fund Activity: Q2 2023 in Review

816 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2023, worth a combined $12.9B — up 7.9% from $12B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IRM positions and 51 closed out — a net gain of 35 holders — while 284 added to existing stakes and 292 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $263M. The largest seller was Capital World Investors, cutting an estimated $281M.

  • 816 institutional investors held Iron Mountain (IRM) as of Q2 2023, up from 790 in Q1 2023.
  • Funds reported $12.9B of Iron Mountain stock for Q2 2023, up 7.9% quarter-over-quarter.
  • 86 funds opened new Iron Mountain positions in Q2 2023 and 51 closed out, a net change of +35 holders.
  • The largest Iron Mountain buyer in Q2 2023 was Cohen & Steers, an estimated $263M added.
  • The largest Iron Mountain seller in Q2 2023 was Capital World Investors, an estimated $281M sold.

Based on aggregated 13F filings for Q2 2023.