Iron Mountain
782 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 300 increasing their positions, 252 reducing their positions, and 39 closing their positions.
141% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 39
85% more call options, than puts
Call options by funds: $159M | Put options by funds: $86.1M
19% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 252
15% more capital invested
Capital invested by funds: $9.97B → $11.5B (+$1.54B)
5% more funds holding
Funds holding: 742 → 782 (+40)
0.63% more ownership
Funds ownership: 78.13% → 78.75% (+0.63%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$42.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$41.9M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$40.4M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$27.3M |
| 5 |
SG Americas Securities
New York
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$35M |
| 2 |
Rockefeller Capital Management
New York
|
-$25.2M |
| 3 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$21.3M |
| 4 |
Bank of New York Mellon
New York
|
-$20.5M |
| 5 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$20.3M |
IRM Hedge Fund Activity: Q4 2022 in Review
782 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2022, worth a combined $11.5B — up 15% from $9.97B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new IRM positions and 39 closed out — a net gain of 55 holders — while 300 added to existing stakes and 252 trimmed.
The largest buyer was CBRE Investment Management Listed Real Assets, adding an estimated $42.1M. The largest seller was Cohen & Steers, cutting an estimated $35M.
- 782 institutional investors held Iron Mountain (IRM) as of Q4 2022, up from 742 in Q3 2022.
- Funds reported $11.5B of Iron Mountain stock for Q4 2022, up 15% quarter-over-quarter.
- 94 funds opened new Iron Mountain positions in Q4 2022 and 39 closed out, a net change of +55 holders.
- The largest Iron Mountain buyer in Q4 2022 was CBRE Investment Management Listed Real Assets, an estimated $42.1M added.
- The largest Iron Mountain seller in Q4 2022 was Cohen & Steers, an estimated $35M sold.
Based on aggregated 13F filings for Q4 2022.