MP Materials
411 hedge funds and large institutions have $3.37B invested in MP Materials in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 156 increasing their positions, 123 reducing their positions, and 55 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 123
19% more capital invested
Capital invested by funds: $2.83B → $3.37B (+$540M)
18% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 55
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
1.02% more ownership
Funds ownership: 66.27% → 67.29% (+1%)
3% more call options, than puts
Call options by funds: $112M | Put options by funds: $109M
1% more funds holding
Funds holding: 408 → 411 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$25.6M |
| 2 |
State Street
Boston,
Massachusetts
|
+$15.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.8M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$10.5M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$9.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Kailix Advisors
Fort Lauderdale,
Florida
|
-$11.8M |
| 2 |
Man Group
London,
United Kingdom
|
-$10.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$9.54M |
| 4 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
-$9.21M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RBC
451
Romano Brothers & Co
Evanston,
Illinois
| – | -$6.07K | -250 | Closed |
|
|
GFWA
452
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$5.95K | -245 | Closed |
|
|
EI
453
Ellevest Inc
New York
| – | -$5.15K | -212 | Closed |
|
|
UB
454
UMB Bank
Kansas City,
Missouri
| – | -$5K | -200 | Closed |
|
|
DWP
455
Destiny Wealth Partners
Tavares,
Florida
| – | -$3.96K | -163 | Closed |
|
|
DAM
456
Delta Asset Management
Memphis,
Tennessee
| – | -$3.64K | -150 | Closed |
|
|
MPCL
457
My Personal CFO LLC
Vancouver,
Washington
| – | -$2.43K | -100 | Closed |
|
|
TC
458
Truvestments Capital
Sarasota,
Florida
| – | -$2.35K | -97 | Closed |
|
459
Jones Financial Companies
Des Peres,
Missouri
| – | -$1K | -28 | Closed |
|
|
AWM
460
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$390 | -14 | Closed |
|
|
LWANC
461
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$243 | -10 | Closed |
|
|
FSWA
462
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$122 | -5 | Closed |
|
|
FMP
463
Financial Management Professionals
Austin,
Texas
| – | +$121 | +4 | New |
|
MP Hedge Fund Activity: Q1 2023 in Review
411 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MP Materials (MP) for Q1 2023, worth a combined $3.37B — up 19% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new MP positions and 55 closed out — a net gain of 10 holders — while 156 added to existing stakes and 123 trimmed.
The largest buyer was Frontier Capital Management, opening a new position worth an estimated $25.6M. The largest seller was Kailix Advisors, exiting entirely with an estimated $11.8M sold.
- 411 institutional investors held MP Materials (MP) as of Q1 2023, up from 408 in Q4 2022.
- Funds reported $3.37B of MP Materials stock for Q1 2023, up 19% quarter-over-quarter.
- 65 funds opened new MP Materials positions in Q1 2023 and 55 closed out, a net change of +10 holders.
- The largest MP Materials buyer in Q1 2023 was Frontier Capital Management, an estimated $25.6M added.
- The largest MP Materials seller in Q1 2023 was Kailix Advisors, an estimated $11.8M sold.
Based on aggregated 13F filings for Q1 2023.