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PPTA

Perpetua Resources

68 hedge funds and large institutions have $142M invested in Perpetua Resources in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

1.18% more ownership

Funds ownership: 69.86%71.04% (+1.2%)

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: 6 | Existing positions closed: 6

1% less capital invested

Capital invested by funds: $144M → $142M (-$1.42M)

11% less call options, than puts

Call options by funds: $8K | Put options by funds: $9K

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
25
Reduced
12
Closed
6
Calls
$8K
Puts
$9K
Net Calls
-$1K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Paulson & Co
New York
$78.5M
KGI
2
Kopernik Global Investors
Florida
$16.6M
SVG
3
Sun Valley Gold
Idaho
$14.8M -$288K -85,355 -2%
BlackRock
4
BlackRock
New York
$6.28M +$522K +154,916 +8%
KF
5
Krilogy Financial
Missouri
$5.29M +$545K +161,550 +11%
BRF
6
B. Riley Financial
California
$4.72M +$81.4K +24,152 +2%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$1.82M -$122K -36,082 -6%
Franklin Resources
8
Franklin Resources
California
$1.72M
State Street
9
State Street
Massachusetts
$1.42M +$14K +4,164 +0.9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.34M +$47.1K +13,981 +3%
DSC
11
Donald Smith & Co
New York
$999K +$1.06M +315,000 New
Northern Trust
12
Northern Trust
Illinois
$881K +$88.4K +26,229 +10%
SEI Investments
13
SEI Investments
Pennsylvania
$874K
MI
14
Merk Investments
California
$729K +$775K +229,983 New
Vanguard Group
15
Vanguard Group
Pennsylvania
$695K +$49.7K +14,727 +7%
Morgan Stanley
16
Morgan Stanley
New York
$649K +$509K +151,112 +282%
MGIM
17
M&G Investment Management
United Kingdom
$609K
BMCM
18
Black Maple Capital Management
Wisconsin
$469K
Neuberger Berman Group
19
Neuberger Berman Group
New York
$314K -$88 -26 -0%
Barclays
20
Barclays
United Kingdom
$288K +$152K +45,118 +99%
Charles Schwab
21
Charles Schwab
California
$274K
Bank of New York Mellon
22
Bank of New York Mellon
New York
$270K -$3.1K -921 -1%
Bank of America
23
Bank of America
North Carolina
$236K +$53.1K +15,748 +27%
SO
24
STRS Ohio
Ohio
$222K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$189K -$53.1K -15,739 -21%

PPTA Hedge Fund Activity: Q4 2023 in Review

68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Perpetua Resources (PPTA) for Q4 2023, worth a combined $142M — down 0.99% from $144M a quarter earlier.

Fund positioning in PPTA was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 25 added to existing stakes and 12 trimmed.

The largest buyer was Donald Smith & Co, opening a new position worth an estimated $1.06M. The largest seller was Nokomis Capital, exiting entirely with an estimated $784K sold.

  • 68 institutional investors held Perpetua Resources (PPTA) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $142M of Perpetua Resources stock for Q4 2023, down 0.99% quarter-over-quarter.
  • 6 funds opened new Perpetua Resources positions in Q4 2023 and 6 closed out, a net change of 0 holders.
  • The largest Perpetua Resources buyer in Q4 2023 was Donald Smith & Co, an estimated $1.06M added.
  • The largest Perpetua Resources seller in Q4 2023 was Nokomis Capital, an estimated $784K sold.

Based on aggregated 13F filings for Q4 2023.