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OR Royalties Inc

82 hedge funds and large institutions have $661M invested in OR Royalties Inc in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $7.26M

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

4% more funds holding

Funds holding: 7982 (+3)

1.66% more ownership

Funds ownership: 59.95%61.61% (+1.7%)

7% less capital invested

Capital invested by funds: $713M → $661M (-$52.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
28
Reduced
21
Closed
10
Calls
$25.3M
Puts
$7.26M
Net Calls
+$18.1M
Net Calls Change
-$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$171M -$17.8M -1,791,976 -9%
TAM
2
Tocqueville Asset Management
New York
$50.4M -$4.29M -432,200 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$48.6M +$10.5M +1,057,414 +27%
MBI
4
Montrusco Bolton Investments
Quebec, Canada
$47.3M -$13.5M -1,357,954 -22%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$38.9M +$18.7M +1,880,574 +89%
Public Sector Pension Investment Board (PSP Investments)
6
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34.4M -$210K -21,200 -0.6%
EIG
7
EdgePoint Investment Group
Ontario, Canada
$31.3M +$10.1M +1,015,264 +46%
IIM
8
Intact Investment Management
Quebec, Canada
$25.1M +$3.89M +392,100 +26%
PM
9
Pembroke Management
Quebec, Canada
$24.2M -$185K -18,600 -1%
PP
10
Prudential plc
United Kingdom
$21.6M
AIMCA
11
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.8M +$5.18M +522,200 +53%
Vanguard Group
12
Vanguard Group
Pennsylvania
$18.9M +$744K +74,964 +4%
WCA
13
Waratah Capital Advisors
Ontario, Canada
$17.4M +$8.96M +903,234 +102%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$10.7M -$322K -32,489 -3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$10.4M +$684K +68,900 +7%
PP
16
Paloma Partners
Connecticut
$8.06M +$7.88M +794,087 +2,378%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.67M +$303K +30,547 +4%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$7.07M
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$6.79M +$3.4M +342,650 +61,188%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$5.3M -$1.65M -165,985 -23%
Norges Bank
21
Norges Bank
Norway
$5.29M
Goldman Sachs
22
Goldman Sachs
New York
$5.21M +$5.11M +514,509 +2,394%
Deutsche Bank
23
Deutsche Bank
Germany
$4.97M -$6.63M -667,756 -57%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$4.94M +$744K +75,000 +17%
AII
25
AGF Investments Inc
Ontario, Canada
$2.98M

OR Hedge Fund Activity: Q4 2016 in Review

82 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in OR Royalties Inc (OR) for Q4 2016, worth a combined $661M — down 7.3% from $713M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OR positions and 10 closed out — a net gain of 6 holders — while 28 added to existing stakes and 21 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $18.7M. The largest seller was VanEck Associates, cutting an estimated $17.8M.

  • 82 institutional investors held OR Royalties Inc (OR) as of Q4 2016, up from 79 in Q3 2016.
  • Funds reported $661M of OR Royalties Inc stock for Q4 2016, down 7.3% quarter-over-quarter.
  • 16 funds opened new OR Royalties Inc positions in Q4 2016 and 10 closed out, a net change of +6 holders.
  • The largest OR Royalties Inc buyer in Q4 2016 was First Eagle Investment Management, an estimated $18.7M added.
  • The largest OR Royalties Inc seller in Q4 2016 was VanEck Associates, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2016.