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PLG

Platinum Group Metals

46 hedge funds and large institutions have $363M invested in Platinum Group Metals in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

31% more funds holding

Funds holding: 3546 (+11)

27% more capital invested

Capital invested by funds: $286M → $363M (+$77.2M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

0.14% more ownership

Funds ownership: 0.69%0.83% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
46
Holders Change
+11
Holders Change %
+31.43%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
15
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LMGAM
1
Liberty Mutual Group Asset Management
Massachusetts
$76.9M +$14.9M +127,118 +16%
Franklin Resources
2
Franklin Resources
California
$57.2M +$11.7M +99,820 +26%
GAM
3
Genesis Asset Managers
United Kingdom
$53.4M +$6.1M +51,983 +13%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$35.2M +$7.1M +60,474 +26%
JP Morgan Chase
5
JP Morgan Chase
New York
$27.5M +$721K +6,143 +3%
Fidelity International
6
Fidelity International
Bermuda
$18.7M +$1.37M +11,671 +8%
Capital Research Global Investors
7
Capital Research Global Investors
California
$16.1M +$15.8M +134,750 New
Ninety One (UK)
8
Ninety One (UK)
United Kingdom
$15.4M +$7.79M +66,300 +106%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$11.7M -$1.62M -13,753 -12%
SI
10
Sprott Inc
Ontario, Canada
$8.86M -$112K -951 -1%
Jennison Associates
11
Jennison Associates
New York
$8.75M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.17M -$5.44M -46,357 -51%
USGIU
13
U.S. Global Investors (USGI)
Texas
$4.58M +$2.6M +22,130 +133%
UGIF
14
US Global Investors Funds
Maine
$4.58M +$4.55M +38,768 New
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$3.56M -$863K -7,350 -20%
IIM
16
Intact Investment Management
Quebec, Canada
$2.21M +$2.06M +17,570 New
MM
17
Midas Management
New York
$1.75M
MAA
18
Managed Account Advisors
New Jersey
$1.73M -$256K -2,183 -13%
CC
19
Cambrian Capital
California
$1.67M -$275K -2,340 -14%
RA
20
Raffles Associates
New York
$1.51M -$176K -1,500 -11%
OAMG
21
Odey Asset Management Group
United Kingdom
$1.49M +$1.5M +12,750 New
TD Asset Management
22
TD Asset Management
Ontario, Canada
$1.37M -$1.88K -16 -0.1%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$952K +$935K +7,963 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$871K +$829K +7,062 +1,858%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$593K +$587K +5,000 New

PLG Hedge Fund Activity: Q4 2013 in Review

46 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Platinum Group Metals (PLG) for Q4 2013, worth a combined $363M — up 27% from $286M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PLG positions and 2 closed out — a net gain of 12 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $15.8M. The largest seller was Royal Bank of Canada, cutting an estimated $5.44M.

  • 46 institutional investors held Platinum Group Metals (PLG) as of Q4 2013, up from 35 in Q3 2013.
  • Funds reported $363M of Platinum Group Metals stock for Q4 2013, up 27% quarter-over-quarter.
  • 14 funds opened new Platinum Group Metals positions in Q4 2013 and 2 closed out, a net change of +12 holders.
  • The largest Platinum Group Metals buyer in Q4 2013 was Capital Research Global Investors, an estimated $15.8M added.
  • The largest Platinum Group Metals seller in Q4 2013 was Royal Bank of Canada, an estimated $5.44M sold.

Based on aggregated 13F filings for Q4 2013.