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Comstock

33 hedge funds and large institutions have $53.2M invested in Comstock in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

26% more capital invested

Capital invested by funds: $42.1M → $53.2M (+$11.1M)

0.02% more ownership

Funds ownership: 0.14%0.16% (+0.02%)

3% less funds holding

Funds holding: 3433 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
2
Increased
13
Reduced
5
Closed
3
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
VDBMI
1
Van Den Berg Management I
Texas
$28.6M +$8.33M +19,821 +41%
USGIU
2
U.S. Global Investors (USGI)
Texas
$7M +$660K +1,569 +10%
SAAM
3
Solus Alternative Asset Management
New Jersey
$6.08M +$1.32M +3,143 +27%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.35M +$229K +545 +11%
GF
5
Gabelli Funds
New York
$2.27M
SVG
6
Sun Valley Gold
Idaho
$2.18M
FIMG
7
Financial & Investment Management Group
Michigan
$1.13M +$95K +226 +9%
RA
8
Royce & Associates
New York
$626K
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$624K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$468K +$18.5K +44 +4%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$362K
BFA
12
BlackRock Fund Advisors
California
$356K +$10.5K +25 +3%
LC
13
Loews Corp
New York
$305K
BIT
14
BlackRock Institutional Trust
California
$173K +$84.1K +200 +93%
Northern Trust
15
Northern Trust
Illinois
$145K -$2.52K -6 -2%
VanEck Associates
16
VanEck Associates
New York
$137K +$65.6K +156 +91%
State Street
17
State Street
Massachusetts
$57K
OAM
18
Oxford Asset Management
United Kingdom
$37K +$36.6K +87 New
BFG
19
Bouchey Financial Group
New York
$35K +$14.7K +35 +73%
SIM
20
Spark Investment Management
New York
$33K -$111K -263 -77%
Wells Fargo
21
Wells Fargo
California
$33K -$42.9K -102 -56%
RCM
22
Rotella Capital Management
Washington
$26K +$3.36K +8 +15%
FFA
23
First Foundation Advisors
California
$24K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$22K +$1.68K +4 +8%
BIM
25
BlackRock Investment Management
Delaware
$22K +$22.3K +53 New

LODE Hedge Fund Activity: Q2 2014 in Review

33 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Comstock (LODE) for Q2 2014, worth a combined $53.2M — up 26% from $42.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of LODE and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 13 added.

The largest buyer was Van Den Berg Management I, adding an estimated $8.33M. The largest seller was Spark Investment Management, cutting an estimated $111K.

  • 33 institutional investors held Comstock (LODE) as of Q2 2014, down from 34 in Q1 2014.
  • Funds reported $53.2M of Comstock stock for Q2 2014, up 26% quarter-over-quarter.
  • 2 funds opened new Comstock positions in Q2 2014 and 3 closed out, a net change of -1 holder.
  • The largest Comstock buyer in Q2 2014 was Van Den Berg Management I, an estimated $8.33M added.
  • The largest Comstock seller in Q2 2014 was Spark Investment Management, an estimated $111K sold.

Based on aggregated 13F filings for Q2 2014.