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TGB

Trekor Metals

76 hedge funds and large institutions have $109M invested in Trekor Metals in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $104M → $109M (+$4.41M)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 7776 (-1)

1.44% less ownership

Funds ownership: 28.89%27.46% (-1.4%)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

68% less call options, than puts

Call options by funds: $301K | Put options by funds: $948K

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
8
Increased
20
Reduced
28
Closed
8
Calls
$301K
Puts
$948K
Net Calls
-$647K
Net Calls Change
-$299K
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
RS Investment Management
California
$58.6M -$3.98M -1,935,085 -6%
GRP
2
Geologic Resource Partners
Massachusetts
$14.5M
CL
3
CFS LLC
Oklahoma
$5.18M -$573K -278,400 -12%
TC
4
TFS Capital
Pennsylvania
$4.22M +$1.63M +790,579 +62%
U
5
UBS
Switzerland
$3.87M +$20.9K +10,139 +0.5%
Public Sector Pension Investment Board (PSP Investments)
6
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.82M
Norges Bank
7
Norges Bank
Norway
$3.24M
TD Asset Management
8
TD Asset Management
Ontario, Canada
$1.95M -$41.4K -20,100 -2%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$1.7M -$51.6K -25,100 -3%
GXMC
10
Global X Management Company
New York
$1.62M -$11.8K -5,718 -0.7%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$1.45M -$42.2K -20,524 -3%
AIMCA
12
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.11M -$90.7K -44,100 -8%
First Trust Advisors
13
First Trust Advisors
Illinois
$855K +$181K +88,205 +27%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$624K -$2.6M -1,262,379 -81%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$542K +$84.5K +41,075 +18%
Renaissance Technologies
16
Renaissance Technologies
New York
$516K +$32.5K +15,800 +7%
Swiss National Bank
17
Swiss National Bank
Switzerland
$381K -$27.4K -13,300 -7%
DT
18
Diversified Trust
Tennessee
$344K -$61.6K -29,935 -15%
Morgan Stanley
19
Morgan Stanley
New York
$320K -$7.12K -3,463 -2%
PI
20
PineBridge Investments
New York
$305K
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$302K -$9.67K -4,700 -3%
CIBC Asset Management
22
CIBC Asset Management
Ontario, Canada
$258K +$21.5K +10,438 +9%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$240K -$8.44K -4,100 -3%
Group One Trading
24
Group One Trading
Illinois
$224K -$20.7K -10,081 -8%
PG
25
Portola Group
California
$222K -$29.4K -14,300 -12%

TGB Hedge Fund Activity: Q3 2013 in Review

76 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Trekor Metals (TGB) for Q3 2013, worth a combined $109M — up 4.2% from $104M a quarter earlier.

Fund positioning in TGB was balanced in Q3 2013: 8 funds opened new positions, 8 closed out, 20 added to existing stakes and 28 trimmed.

The largest buyer was TFS Capital, adding an estimated $1.63M. The largest seller was RS Investment Management, cutting an estimated $3.98M.

  • 76 institutional investors held Trekor Metals (TGB) as of Q3 2013, down from 77 in Q2 2013.
  • Funds reported $109M of Trekor Metals stock for Q3 2013, up 4.2% quarter-over-quarter.
  • 8 funds opened new Trekor Metals positions in Q3 2013 and 8 closed out, a net change of 0 holders.
  • The largest Trekor Metals buyer in Q3 2013 was TFS Capital, an estimated $1.63M added.
  • The largest Trekor Metals seller in Q3 2013 was RS Investment Management, an estimated $3.98M sold.

Based on aggregated 13F filings for Q3 2013.