Comstock
LODE
35 hedge funds and large institutions have $20.5M invested in Comstock in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
21% more funds holding
Funds holding: 29 → 35 (+6)
2% more capital invested
Capital invested by funds: $20M → $20.5M (+$500K)
0.01% more ownership
Funds ownership: 0.13% → 0.14% (+0.01%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
26
First Foundation Advisors
Irvine,
California
| $5K | – | – | – |
|
27
Fisher Asset Management
Camas,
Washington
| $5K | +$5.49K | +47 | New |
|
|
BJL
28
Brighton Jones LLC
Seattle,
Washington
| $3.9K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $2K | – | – | – |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $2K | +$1.29K | +11 | +69% |
|
|
LTFS
31
Ladenburg Thalmann Financial Services
Miami,
Florida
| $1K | +$935 | +8 | New |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $1K | +$2.45K | +21 | New |
|
33
Geode Capital Management
Boston,
Massachusetts
| $103 | – | – | – |
|
|
BPB
34
Badgley, Phelps & Bell
Seattle,
Washington
| – | -$6K | -60 | Closed |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$4.32K | -37 | -97% |
|
LODE Hedge Fund Activity: Q1 2016 in Review
35 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Comstock (LODE) for Q1 2016, worth a combined $20.5M — up 2.5% from $20M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LODE positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was U.S. Global Investors (USGI), adding an estimated $668K. The largest seller was LPL Financial, cutting an estimated $13.9K.
- 35 institutional investors held Comstock (LODE) as of Q1 2016, up from 29 in Q4 2015.
- Funds reported $20.5M of Comstock stock for Q1 2016, up 2.5% quarter-over-quarter.
- 7 funds opened new Comstock positions in Q1 2016 and 1 closed out, a net change of +6 holders.
- The largest Comstock buyer in Q1 2016 was U.S. Global Investors (USGI), an estimated $668K added.
- The largest Comstock seller in Q1 2016 was LPL Financial, an estimated $13.9K sold.
Based on aggregated 13F filings for Q1 2016.