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PLG

Platinum Group Metals
PLG

45 hedge funds and large institutions have $275M invested in Platinum Group Metals in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

0.35% more ownership

Funds ownership: 0.61% → 0.96% (+0.35%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

4% less funds holding

Funds holding: 47 → 45 (-2)

5% less capital invested

Capital invested by funds: $290M → $275M (-$14.9M)

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
16
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$37.5M
2
BG
BlackRock Group
United Kingdom
+$26.2M
3
Franklin Resources
Franklin Resources
California
+$23.1M
4
GAM
Genesis Asset Managers
United Kingdom
+$13.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.48M

Top Sellers

Rank Fund Capital Flow
1
USGIU
U.S. Global Investors (USGI)
Texas
-$1.63M
2
OAMG
Odey Asset Management Group
United Kingdom
-$1.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$992K
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$455K
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$441K
Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
26
Visium Asset Management
New York
$481K +$699K +9,842 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$351K -$992K -13,976 -66%
Public Sector Pension Investment Board (PSP Investments)
28
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$220K – – –
SCM
29
Signia Capital Management
Washington
$175K -$138K -1,939 -35%
BAM
30
Baring Asset Management
United Kingdom
$108K +$74.9K +1,055 +86%
UBS Group
31
UBS Group
Switzerland
$49K +$70.5K +993 New
CS
32
Credit Suisse
Switzerland
$26K +$38K +535 New
Deutsche Bank
33
Deutsche Bank
Germany
$24K – – –
MIAN
34
Mariner Independent Advisor Network
Kansas
$17.8K – – –
ISL
35
Ingalls & Snyder LLC
New York
$17K – – –
VKH
36
Virtu KCG Holdings
New York
$14K +$20.4K +287 New
CIBC World Market
37
CIBC World Market
Ontario, Canada
$13K +$18.5K +260 New
Morgan Stanley
38
Morgan Stanley
New York
$11K +$11.6K +164 +273%
Two Sigma Investments
39
Two Sigma Investments
New York
$8K -$31.9K -449 -72%
RPA
40
Rock Point Advisors
Vermont
$8K -$5.96K -84 -35%
OC
41
Oppenheimer & Co
New York
$5K – – –
Bank of America
42
Bank of America
North Carolina
$3K -$18.3K -258 -83%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$3K +$4.26K +60 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$1K – – –
OAMG
45
Odey Asset Management Group
United Kingdom
– -$1.1M -12,401 Closed
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
– -$441K -5,000 Closed
Renaissance Technologies
47
Renaissance Technologies
New York
– -$99K -1,113 Closed
IGIM
48
I.G. Investment Management
Manitoba, Canada
– -$80K -900 Closed
Zurich Cantonal Bank
49
Zurich Cantonal Bank
Switzerland
– -$23K -290 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$20K -225 Closed
1
2
3

PLG Hedge Fund Activity: Q4 2014 in Review

45 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Platinum Group Metals (PLG) for Q4 2014, worth a combined $275M — down 5.2% from $290M a quarter earlier.

Fund positioning in PLG was balanced in Q4 2014: 10 funds opened new positions, 10 closed out, 16 added to existing stakes and 9 trimmed.

The largest buyer was Liberty Mutual Group Asset Management, adding an estimated $37.5M. The largest seller was U.S. Global Investors (USGI), cutting an estimated $1.63M.

  • 45 institutional investors held Platinum Group Metals (PLG) as of Q4 2014, down from 47 in Q3 2014.
  • Funds reported $275M of Platinum Group Metals stock for Q4 2014, down 5.2% quarter-over-quarter.
  • 10 funds opened new Platinum Group Metals positions in Q4 2014 and 10 closed out, a net change of 0 holders.
  • The largest Platinum Group Metals buyer in Q4 2014 was Liberty Mutual Group Asset Management, an estimated $37.5M added.
  • The largest Platinum Group Metals seller in Q4 2014 was U.S. Global Investors (USGI), an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2014.