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 85 funds opening new positions, 284 increasing their positions, 292 reducing their positions, and 51 closing their positions.
67% more first-time investments, than exits
New positions opened: 85 | 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 (+$930M)
3% more funds holding
Funds holding: 791 → 816 (+25)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$263M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$96M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$46.2M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
+$36.8M |
| 5 |
Amundi
Paris,
France
|
+$34.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$281M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$44.5M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$40.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$35M |
| 5 |
Morgan Stanley
New York
|
-$26.7M |
IRM Hedge Fund Activity: Q2 2023 in Review
816 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2023, worth a combined $12.9B — up 7.8% from $12B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new IRM positions and 51 closed out — a net gain of 34 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 791 in Q1 2023.
- Funds reported $12.9B of Iron Mountain stock for Q2 2023, up 7.8% quarter-over-quarter.
- 85 funds opened new Iron Mountain positions in Q2 2023 and 51 closed out, a net change of +34 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.