Iron Mountain
IRM
502 hedge funds and large institutions have $8.8B invested in Iron Mountain in 2018 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 184 increasing their positions, 155 reducing their positions, and 38 closing their positions.
63% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 38
19% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 155
4% more funds holding
Funds holding: 484 → 502 (+18)
1.6% more ownership
Funds ownership: 87.51% → 89.11% (+1.6%)
3% more capital invested
Capital invested by funds: $8.57B → $8.8B (+$232M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
49% less call options, than puts
Call options by funds: $25.6M | Put options by funds: $50.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$69.1M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$64.3M |
| 3 |
Morgan Stanley
New York
|
+$50.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$37.6M |
| 5 |
Cohen & Steers
New York
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$71.3M |
| 2 |
JP Morgan Chase
New York
|
-$53.3M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$40.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$20.7M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$20M |
IRM Hedge Fund Activity: Q3 2018 in Review
502 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2018, worth a combined $8.8B — up 2.7% from $8.57B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new IRM positions and 38 closed out — a net gain of 24 holders — while 184 added to existing stakes and 155 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $69.1M. The largest seller was Capital International Investors, cutting an estimated $71.3M.
- 502 institutional investors held Iron Mountain (IRM) as of Q3 2018, up from 484 in Q2 2018.
- Funds reported $8.8B of Iron Mountain stock for Q3 2018, up 2.7% quarter-over-quarter.
- 62 funds opened new Iron Mountain positions in Q3 2018 and 38 closed out, a net change of +24 holders.
- The largest Iron Mountain buyer in Q3 2018 was Goldman Sachs, an estimated $69.1M added.
- The largest Iron Mountain seller in Q3 2018 was Capital International Investors, an estimated $71.3M sold.
Based on aggregated 13F filings for Q3 2018.