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PLG

Platinum Group Metals

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: 12 (+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: 4745 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LMGAM
1
Liberty Mutual Group Asset Management
Massachusetts
$92M +$37.5M +528,320 +57%
Franklin Resources
2
Franklin Resources
California
$38.9M +$23.1M +325,371 +67%
GAM
3
Genesis Asset Managers
United Kingdom
$24.8M +$13.8M +194,242 +59%
BG
4
BlackRock Group
United Kingdom
$18M +$26.2M +368,977 New
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$15.7M +$3.23M +45,461 +16%
JP Morgan Chase
6
JP Morgan Chase
New York
$15.4M
Ninety One (UK)
7
Ninety One (UK)
United Kingdom
$9.19M +$3.61M +50,811 +36%
Invesco
8
Invesco
Georgia
$7.31M +$4.83M +68,014 +79%
GRP
9
Geologic Resource Partners
Massachusetts
$7.12M +$7.1M +100,000 +200%
Fidelity International
10
Fidelity International
Bermuda
$6.6M +$1.91M +26,913 +24%
Capital Research Global Investors
11
Capital Research Global Investors
California
$6.38M
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$5.19M +$7.48M +105,371 +8,181%
USAA
13
United Services Automobile Association
Texas
$3.9M +$5.68M +80,000 New
Jennison Associates
14
Jennison Associates
New York
$3.81M -$24.4K -343 -0.4%
ABC
15
Anchor Bolt Capital
Illinois
$3.7M +$1.72M +24,283 +47%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$2.96M -$455K -6,409 -9%
SI
17
Sprott Inc
Ontario, Canada
$2.83M -$72.1K -1,015 -2%
IIM
18
Intact Investment Management
Quebec, Canada
$2.14M +$573K +8,065 +26%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$2.02M
Wells Fargo
20
Wells Fargo
California
$1.42M +$2.07M +29,180 +583,600%
USGIU
21
U.S. Global Investors (USGI)
Texas
$925K -$1.63M -22,890 -55%
RA
22
Raffles Associates
New York
$892K +$426K +6,000 +47%
BlackRock
23
BlackRock
New York
$746K +$1.09M +15,329 New
TD Asset Management
24
TD Asset Management
Ontario, Canada
$737K +$308K +4,340 +39%
MM
25
Midas Management
New York
$730K

PLG Hedge Fund Activity: Q4 2014 in Review

45 of the 3,749 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.