Iron Mountain
413 hedge funds and large institutions have $9.3B invested in Iron Mountain in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 111 reducing their positions, and 26 closing their positions.
108% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 26
62% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 111
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
16% more capital invested
Capital invested by funds: $8.03B → $9.3B (+$1.27B)
6% more funds holding
Funds holding: 390 → 413 (+23)
1.98% more ownership
Funds ownership: 88.49% → 90.46% (+2%)
23% less call options, than puts
Call options by funds: $15.5M | Put options by funds: $20.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$47.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.8M |
| 3 |
Bank of New York Mellon
New York
|
+$26.9M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$25.8M |
| 5 |
JP Morgan Chase
New York
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Schooner Foundation
Boston,
Massachusetts
|
-$27.3M |
| 2 |
SC
Schooner Capital
Vero Beach,
Florida
|
-$21.5M |
| 3 |
Axa
Paris,
France
|
-$16.8M |
| 4 |
D.E. Shaw & Co
New York
|
-$16.6M |
| 5 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$13.5M |
IRM Hedge Fund Activity: Q3 2017 in Review
413 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2017, worth a combined $9.3B — up 16% from $8.03B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IRM positions and 26 closed out — a net gain of 28 holders — while 180 added to existing stakes and 111 trimmed.
The largest buyer was CBRE Investment Management Listed Real Assets, adding an estimated $47.1M. The largest seller was Schooner Foundation, cutting an estimated $27.3M.
- 413 institutional investors held Iron Mountain (IRM) as of Q3 2017, up from 390 in Q2 2017.
- Funds reported $9.3B of Iron Mountain stock for Q3 2017, up 16% quarter-over-quarter.
- 54 funds opened new Iron Mountain positions in Q3 2017 and 26 closed out, a net change of +28 holders.
- The largest Iron Mountain buyer in Q3 2017 was CBRE Investment Management Listed Real Assets, an estimated $47.1M added.
- The largest Iron Mountain seller in Q3 2017 was Schooner Foundation, an estimated $27.3M sold.
Based on aggregated 13F filings for Q3 2017.