Iron Mountain
484 hedge funds and large institutions have $8.76B invested in Iron Mountain in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 163 increasing their positions, 160 reducing their positions, and 45 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
27% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 45
6% more capital invested
Capital invested by funds: $8.26B → $8.76B (+$495M)
2% more funds holding
Funds holding: 475 → 484 (+9)
2% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 160
0.64% less ownership
Funds ownership: 88.14% → 87.5% (-0.64%)
71% less call options, than puts
Call options by funds: $22M | Put options by funds: $75.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$127M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$50.2M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$33.2M |
| 4 |
H
Hexavest
Montreal,
Quebec, Canada
|
+$32.7M |
| 5 |
JP Morgan Chase
New York
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$79.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$37.1M |
| 3 |
BlackRock
New York
|
-$35.7M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$33.5M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$26.6M |
IRM Hedge Fund Activity: Q2 2018 in Review
484 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2018, worth a combined $8.76B — up 6% from $8.26B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IRM positions and 45 closed out — a net gain of 12 holders — while 163 added to existing stakes and 160 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $127M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $79.3M.
- 484 institutional investors held Iron Mountain (IRM) as of Q2 2018, up from 475 in Q1 2018.
- Funds reported $8.76B of Iron Mountain stock for Q2 2018, up 6% quarter-over-quarter.
- 57 funds opened new Iron Mountain positions in Q2 2018 and 45 closed out, a net change of +12 holders.
- The largest Iron Mountain buyer in Q2 2018 was Cohen & Steers, an estimated $127M added.
- The largest Iron Mountain seller in Q2 2018 was CBRE Investment Management Listed Real Assets, an estimated $79.3M sold.
Based on aggregated 13F filings for Q2 2018.