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PPTA

Perpetua Resources

68 hedge funds and large institutions have $144M invested in Perpetua Resources in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0.22% more ownership

Funds ownership: 69.64%69.86% (+0.22%)

0% more funds holding

Funds holding: 6868 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

11% less capital invested

Capital invested by funds: $161M → $144M (-$17.6M)

82% less call options, than puts

Call options by funds: $15K | Put options by funds: $82K

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
20
Reduced
18
Closed
4
Calls
$15K
Puts
$82K
Net Calls
-$67K
Net Calls Change
-$239K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$149K +$24.5K +6,972 +18%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$118K +$41.4K +11,807 +48%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$103K +$7.3K +2,082 +7%
IA
29
IFP Advisors
Florida
$97.8K +$35.1K +10,000 +50%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$91K
Goldman Sachs
31
Goldman Sachs
New York
$86.5K +$7.5K +2,138 +9%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$83.5K +$708 +202 +0.8%
JP Morgan Chase
33
JP Morgan Chase
New York
$79.8K -$19.7K -5,618 -19%
AI
34
Arrien Investments
Idaho
$75.6K
Deutsche Bank
35
Deutsche Bank
Germany
$73.4K +$45.8K +13,048 +138%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$73.4K
MIM
37
MetLife Investment Management
New Jersey
$70.2K
UBS Group
38
UBS Group
Switzerland
$63.1K -$10.4K -2,954 -13%
Invesco
39
Invesco
Georgia
$62.9K
RG
40
Rathbones Group
United Kingdom
$62.6K +$2.07K +590 +3%
AIG
41
American International Group
New York
$61.5K +$2.35K +671 +4%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.5K +$24.1K +6,884 +66%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$52.8K
LA
44
Lane & Associates
New Jersey
$42K
KPWS
45
Kestra Private Wealth Services
Texas
$41.1K
VF
46
Virtu Financial
New York
$35K +$37.8K +10,777 New
Wolverine Trading
47
Wolverine Trading
Illinois
$32.9K +$35.3K +10,077 New
SW
48
Simplicity Wealth
New Jersey
$32.6K
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$27.2K -$14.8K -4,231 -34%
Wells Fargo
50
Wells Fargo
California
$23.7K -$28.8K -8,209 -53%

PPTA Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Perpetua Resources (PPTA) for Q3 2023, worth a combined $144M — down 11% from $161M a quarter earlier.

Fund positioning in PPTA was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 20 added to existing stakes and 18 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.41M. The largest seller was Loews Corp, cutting an estimated $757K.

  • 68 institutional investors held Perpetua Resources (PPTA) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $144M of Perpetua Resources stock for Q3 2023, down 11% quarter-over-quarter.
  • 4 funds opened new Perpetua Resources positions in Q3 2023 and 4 closed out, a net change of 0 holders.
  • The largest Perpetua Resources buyer in Q3 2023 was Franklin Resources, an estimated $1.41M added.
  • The largest Perpetua Resources seller in Q3 2023 was Loews Corp, an estimated $757K sold.

Based on aggregated 13F filings for Q3 2023.