We are live on ! Find out more
OR icon

OR Royalties Inc

94 hedge funds and large institutions have $780M invested in OR Royalties Inc in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,583% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $138K

0.94% more ownership

Funds ownership: 49.37%50.31% (+0.94%)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 9594 (-1)

14% less capital invested

Capital invested by funds: $911M → $780M (-$131M)

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
30
Reduced
30
Closed
13
Calls
$14.7M
Puts
$138K
Net Calls
+$14.6M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$187M
VanEck Associates
2
VanEck Associates
New York
$148M +$4.74M +449,284 +3%
EIG
3
EdgePoint Investment Group
Ontario, Canada
$77.4M +$42.7M +4,049,819 +102%
IIM
4
Intact Investment Management
Quebec, Canada
$38M +$3.97M +376,200 +14%
TAM
5
Tocqueville Asset Management
New York
$37.1M -$7.39M -700,000 -15%
Vanguard Group
6
Vanguard Group
Pennsylvania
$33.9M +$1.72M +162,619 +5%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$23.3M -$11.6M -1,094,956 -31%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$22.1M +$4.51K +427 +0%
Morgan Stanley
9
Morgan Stanley
New York
$21.9M +$7.73M +732,413 +48%
PP
10
Paloma Partners
Connecticut
$19M +$1.67M +158,395 +9%
PM
11
Pembroke Management
Quebec, Canada
$18.9M -$345K -32,700 -2%
Deutsche Bank
12
Deutsche Bank
Germany
$15.6M +$11.4M +1,083,817 +203%
CS
13
Credit Suisse
Switzerland
$13.3M -$396K -37,531 -3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$12.3M +$8.36M +792,656 +166%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$11.8M
Public Sector Pension Investment Board (PSP Investments)
16
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.7M +$6.21M +588,609 +95%
Norges Bank
17
Norges Bank
Norway
$7.45M
UBS Group
18
UBS Group
Switzerland
$6.68M +$346K +32,795 +5%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.6M -$736K -69,766 -11%
Renaissance Technologies
20
Renaissance Technologies
New York
$5.49M +$1.19M +112,644 +25%
Goldman Sachs
21
Goldman Sachs
New York
$4.52M -$134K -12,671 -3%
CIBC Asset Management
22
CIBC Asset Management
Ontario, Canada
$4.13M -$1.2M -113,303 -21%
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.4M -$4.36M -413,400 -60%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$3.31M
FIMG
25
Financial & Investment Management Group
Michigan
$3.26M +$3.55M +336,818 New

OR Hedge Fund Activity: Q1 2018 in Review

94 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in OR Royalties Inc (OR) for Q1 2018, worth a combined $780M — down 14% from $911M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of OR and 12 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 30 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $42.7M. The largest seller was Prudential plc, exiting entirely with an estimated $25.7M sold.

  • 94 institutional investors held OR Royalties Inc (OR) as of Q1 2018, down from 95 in Q4 2017.
  • Funds reported $780M of OR Royalties Inc stock for Q1 2018, down 14% quarter-over-quarter.
  • 12 funds opened new OR Royalties Inc positions in Q1 2018 and 13 closed out, a net change of -1 holder.
  • The largest OR Royalties Inc buyer in Q1 2018 was EdgePoint Investment Group, an estimated $42.7M added.
  • The largest OR Royalties Inc seller in Q1 2018 was Prudential plc, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2018.