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MP Materials

385 hedge funds and large institutions have $1.34B invested in MP Materials in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 129 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

14% more call options, than puts

Call options by funds: $141M | Put options by funds: $124M

5.48% more ownership

Funds ownership: 58.18%63.66% (+5.5%)

1% more funds holding

Funds holding: 380385 (+5)

5% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 129

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $1.48B → $1.34B (-$142M)

Holders
385
Holders Change
+5
Holders Change %
+1.32%
% of All Funds
5.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
136
Reduced
129
Closed
46
Calls
$141M
Puts
$124M
Net Calls
+$16.9M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$157M -$23.7M -1,509,794 -11%
BlackRock
2
BlackRock
New York
$154M -$2.49M -158,305 -1%
State Street
3
State Street
Massachusetts
$99.5M -$21.2M -1,350,681 -15%
QF
4
QVT Financial
New York
$44.5M -$5.99M -381,842 -10%
CLG
5
Cooperman Leon G
$43.6M +$16.1M +1,025,000 +43%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$42.8M +$26.7M +1,699,706 +102%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$35.9M +$1.2M +76,288 +3%
Morgan Stanley
8
Morgan Stanley
New York
$34.9M -$1.96M -124,787 -4%
VanEck Associates
9
VanEck Associates
New York
$34M -$6.26M -398,696 -13%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$30M +$1.12M +71,454 +3%
Victory Capital Management
11
Victory Capital Management
Texas
$29.7M -$1.02M -64,853 -3%
Bank of America
12
Bank of America
North Carolina
$28.2M +$3.91M +248,793 +13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$28.2M +$1.27M +81,103 +4%
UBS Group
14
UBS Group
Switzerland
$27.6M +$10.6M +677,993 +46%
Invesco
15
Invesco
Georgia
$26.3M -$6.69M -426,423 -17%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$22.1M +$410K +26,119 +2%
SG
17
Sourcerock Group
Colorado
$22M +$14.8M +939,737 +119%
Ameriprise
18
Ameriprise
Minnesota
$16M -$5.13M -326,519 -21%
Charles Schwab
19
Charles Schwab
California
$15.7M +$71.4K +4,550 +0.4%
AIP
20
ARS Investment Partners
New York
$15.2M +$1.88M +119,933 +11%
Northern Trust
21
Northern Trust
Illinois
$12.9M +$1.15M +73,158 +8%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$12.1M +$14.9M +947,701 New
SBH
23
Segall Bryant & Hamill
Illinois
$12M -$2.52M -160,425 -15%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$11.8M +$14.5M +922,933 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$11.5M +$10.6M +672,606 +297%

MP Hedge Fund Activity: Q2 2024 in Review

385 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MP Materials (MP) for Q2 2024, worth a combined $1.34B — down 9.6% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MP positions and 46 closed out — a net gain of 9 holders — while 136 added to existing stakes and 129 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $26.7M. The largest seller was Vanguard Group, cutting an estimated $23.7M.

  • 385 institutional investors held MP Materials (MP) as of Q2 2024, up from 380 in Q1 2024.
  • Funds reported $1.34B of MP Materials stock for Q2 2024, down 9.6% quarter-over-quarter.
  • 55 funds opened new MP Materials positions in Q2 2024 and 46 closed out, a net change of +9 holders.
  • The largest MP Materials buyer in Q2 2024 was T. Rowe Price Associates, an estimated $26.7M added.
  • The largest MP Materials seller in Q2 2024 was Vanguard Group, an estimated $23.7M sold.

Based on aggregated 13F filings for Q2 2024.