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TGB

Trekor Metals

59 hedge funds and large institutions have $33.1M invested in Trekor Metals in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more call options, than puts

Call options by funds: $23K | Put options by funds: $4K

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

0.03% less ownership

Funds ownership: 27.23%27.2% (-0.03%)

8% less funds holding

Funds holding: 6459 (-5)

14% less capital invested

Capital invested by funds: $38.6M → $33.1M (-$5.45M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
18
Reduced
15
Closed
13
Calls
$23K
Puts
$4K
Net Calls
+$19K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1
SailingStone Capital Partners
Texas
$15M -$145K -206,645 -0.8%
GRP
2
Geologic Resource Partners
Massachusetts
$7.52M
VOAM
3
Vertex One Asset Management
British Columbia, Canada
$4.84M
UBS Group
4
UBS Group
Switzerland
$1.05M +$439K +623,316 +49%
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$1.05M
Renaissance Technologies
6
Renaissance Technologies
New York
$778K +$96K +136,400 +11%
Norges Bank
7
Norges Bank
Norway
$668K -$127K -180,500 -13%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$488K +$583K +827,750 +1,522%
First Trust Advisors
9
First Trust Advisors
Illinois
$342K -$8.02K -11,398 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$276K +$10.7K +15,150 +3%
Morgan Stanley
11
Morgan Stanley
New York
$197K +$86.9K +123,393 +53%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$167K +$3.17K +4,507 +2%
CL
13
CFS LLC
Oklahoma
$132K
RFC
14
Russell Frank Company
Washington
$108K +$103K +146,241 +300%
HKIM
15
Hayek Kallen Investment Management
Alabama
$76K
ISL
16
Ingalls & Snyder LLC
New York
$72K -$3.87K -5,500 -4%
PAM
17
Peak Asset Management
Colorado
$36K +$19.7K +28,000 +76%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$35K -$21.6K -30,700 -32%
Deutsche Bank
19
Deutsche Bank
Germany
$32K +$5.95K +8,447 +17%
Goldman Sachs
20
Goldman Sachs
New York
$27K +$1.35K +1,925 +4%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$24K +$30K +42,607 New
KIA
22
KCM Investment Advisors
California
$22K +$28.2K +40,000 New
HighTower Advisors
23
HighTower Advisors
Illinois
$18K +$1.62K +2,300 +7%
BIP
24
Brandes Investment Partners
California
$17K
Creative Planning
25
Creative Planning
Kansas
$17K +$1.41K +2,000 +7%

TGB Hedge Fund Activity: Q2 2015 in Review

59 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Trekor Metals (TGB) for Q2 2015, worth a combined $33.1M — down 14% from $38.6M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TGB and 9 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 18 added.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $583K. The largest seller was Global X Management Company, exiting entirely with an estimated $457K sold.

  • 59 institutional investors held Trekor Metals (TGB) as of Q2 2015, down from 64 in Q1 2015.
  • Funds reported $33.1M of Trekor Metals stock for Q2 2015, down 14% quarter-over-quarter.
  • 9 funds opened new Trekor Metals positions in Q2 2015 and 13 closed out, a net change of -4 holders.
  • The largest Trekor Metals buyer in Q2 2015 was JP Morgan Private Wealth Advisors, an estimated $583K added.
  • The largest Trekor Metals seller in Q2 2015 was Global X Management Company, an estimated $457K sold.

Based on aggregated 13F filings for Q2 2015.