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MP Materials

392 hedge funds and large institutions have $1.9B invested in MP Materials in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

21% more call options, than puts

Call options by funds: $110M | Put options by funds: $90.7M

12% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 130

9% more capital invested

Capital invested by funds: $1.74B → $1.9B (+$161M)

4% more funds holding

Funds holding: 377392 (+15)

2.61% more ownership

Funds ownership: 51.24%53.85% (+2.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
392
Holders Change
+15
Holders Change %
+3.98%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
61
Increased
145
Reduced
130
Closed
43
Calls
$110M
Puts
$90.7M
Net Calls
+$19.4M
Net Calls Change
+$5.95M
Name Holding Trade Value Shares
Change
Change in
Stake
OWIM
51
Old West Investment Management
California
$4.96M +$1.54M +90,000 +56%
HIC
52
Hartline Investment Corp
Illinois
$4.77M -$2.95M -172,867 -42%
LGF
53
LGT Group Foundation
Liechtenstein
$4.65M +$2.13M +124,635 +121%
NA
54
Nordwand Advisors
Pennsylvania
$4.3M +$85.3K +5,000 +2%
SAM
55
Silvercrest Asset Management
New York
$4.25M +$750K +43,935 +26%
NPPM
56
North Point Portfolio Managers
Ohio
$4.25M -$696K -40,803 -16%
Vontobel Holding
57
Vontobel Holding
Switzerland
$4.16M -$503K -29,508 -12%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$4.09M -$59.9K -3,510 -2%
Stifel Financial
59
Stifel Financial
Missouri
$4.08M -$44.4K -2,602 -1%
Legal & General Group
60
Legal & General Group
United Kingdom
$4.05M +$456K +26,708 +15%
Goldman Sachs
61
Goldman Sachs
New York
$3.99M +$561K +32,896 +20%
AIG
62
American International Group
New York
$3.86M -$139K -8,175 -4%
Allianz Asset Management
63
Allianz Asset Management
Germany
$3.78M -$5.91M -346,387 -65%
Barclays
64
Barclays
United Kingdom
$3.63M +$1.04M +60,849 +50%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$3.58M +$12.3K +723 +0.4%
PHS
66
Pekin Hardy Strauss
Illinois
$3.54M +$535K +31,355 +21%
LPL Financial
67
LPL Financial
California
$3.48M -$144K -8,438 -5%
SAM
68
Shell Asset Management
Netherlands
$3.45M -$748K -43,857 -20%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$3.39M -$495K -29,040 -15%
Squarepoint
70
Squarepoint
New York
$3.39M -$1.49M -87,181 -34%
SA
71
Sicart Associates
New York
$3.39M -$109K -6,408 -4%
AllianceBernstein
72
AllianceBernstein
Tennessee
$3.39M +$36.9K +2,163 +1%
Franklin Resources
73
Franklin Resources
California
$3.37M +$580K +34,014 +25%
MS
74
Madden Securities
Texas
$3.35M -$1.66M -97,380 -37%
UBS AM
75
UBS AM
Illinois
$3.34M +$313K +18,372 +12%

MP Hedge Fund Activity: Q4 2023 in Review

392 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MP Materials (MP) for Q4 2023, worth a combined $1.9B — up 9.3% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MP positions and 43 closed out — a net gain of 18 holders — while 145 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.3M. The largest seller was Citadel Advisors, cutting an estimated $10.6M.

  • 392 institutional investors held MP Materials (MP) as of Q4 2023, up from 377 in Q3 2023.
  • Funds reported $1.9B of MP Materials stock for Q4 2023, up 9.3% quarter-over-quarter.
  • 61 funds opened new MP Materials positions in Q4 2023 and 43 closed out, a net change of +18 holders.
  • The largest MP Materials buyer in Q4 2023 was Morgan Stanley, an estimated $38.3M added.
  • The largest MP Materials seller in Q4 2023 was Citadel Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2023.