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TGB

Trekor Metals

68 hedge funds and large institutions have $89.7M invested in Trekor Metals in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $177K | Put options by funds: $66K

30% more capital invested

Capital invested by funds: $68.7M → $89.7M (+$20.9M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

12.94% more ownership

Funds ownership: 14.1%27.05% (+13%)

1% more funds holding

Funds holding: 6768 (+1)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
9
Increased
14
Reduced
26
Closed
7
Calls
$177K
Puts
$66K
Net Calls
+$111K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$122K +$26.6K +12,100 +20%
RCM
27
Rotella Capital Management
Washington
$119K +$11.3K +5,151 +8%
BIT
28
BlackRock Institutional Trust
California
$109K +$141K +64,019 New
AG
29
Aperio Group
California
$97K -$8.64K -3,924 -6%
SAM
30
Shell Asset Management
Netherlands
$95K
HKIM
31
Hayek Kallen Investment Management
Alabama
$91K +$11.1K +5,030 +10%
HighTower Advisors
32
HighTower Advisors
Illinois
$70K
Creative Planning
33
Creative Planning
Kansas
$51K -$2.2K -1,000 -3%
B
34
Baird
Wisconsin
$51K
SI
35
Sentry Investments
Ontario, Canada
$48K +$61.9K +28,100 New
CS
36
Credit Suisse
Switzerland
$47K -$37.5K -17,033 -38%
GCAC
37
Guardian Capital Advisors (Canada)
Ontario, Canada
$38K
OC
38
Oppenheimer & Co
New York
$37K -$35.2K -16,000 -42%
Citadel Advisors
39
Citadel Advisors
Florida
$36K +$7.71K +3,504 +20%
OAM
40
Oxford Asset Management
United Kingdom
$35K -$235K -106,922 -84%
ICAS
41
Investors Capital Advisory Services
Massachusetts
$30K -$1.76K -800 -4%
Goldman Sachs
42
Goldman Sachs
New York
$27K -$3.32K -1,508 -9%
SWA
43
SFMG Wealth Advisors
Texas
$27K
Invesco
44
Invesco
Georgia
$26K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$25K +$32.1K +14,600 New
VKH
46
Virtu KCG Holdings
New York
$20K -$49.4K -22,436 -66%
WPW
47
Waldron Private Wealth
Pennsylvania
$20K
AAM
48
American Asset Management
Florida
$19K
IC
49
Inverness Counsel
New York
$19K
TRCT
50
Tower Research Capital (TRC)
New York
$19K +$18.4K +8,373 +275%

TGB Hedge Fund Activity: Q3 2014 in Review

68 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Trekor Metals (TGB) for Q3 2014, worth a combined $89.7M — up 30% from $68.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TGB positions and 7 closed out — a net gain of 2 holders — while 14 added to existing stakes and 26 trimmed.

The largest buyer was Whitebox Advisors, opening a new position worth an estimated $1.78M. The largest seller was Norges Bank, cutting an estimated $3.44M.

  • 68 institutional investors held Trekor Metals (TGB) as of Q3 2014, up from 67 in Q2 2014.
  • Funds reported $89.7M of Trekor Metals stock for Q3 2014, up 30% quarter-over-quarter.
  • 9 funds opened new Trekor Metals positions in Q3 2014 and 7 closed out, a net change of +2 holders.
  • The largest Trekor Metals buyer in Q3 2014 was Whitebox Advisors, an estimated $1.78M added.
  • The largest Trekor Metals seller in Q3 2014 was Norges Bank, an estimated $3.44M sold.

Based on aggregated 13F filings for Q3 2014.