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TGB

Trekor Metals

89 hedge funds and large institutions have $89.1M invested in Trekor Metals in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 8889 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1.64% less ownership

Funds ownership: 35.28%33.65% (-1.6%)

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

52% less capital invested

Capital invested by funds: $187M → $89.1M (-$97.7M)

55% less call options, than puts

Call options by funds: $48K | Put options by funds: $107K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
18
Reduced
30
Closed
12
Calls
$48K
Puts
$107K
Net Calls
-$59K
Net Calls Change
-$420K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.5M +$12.6M +7,804,571 +57%
VOAM
2
Vertex One Asset Management
British Columbia, Canada
$12.9M +$1.53M +948,500 +10%
SCP
3
SailingStone Capital Partners
Texas
$11.4M -$1.26M -783,098 -7%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$10.2M +$405K +250,517 +3%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.35M -$505K -312,700 -5%
GMI
6
Greystone Managed Investments
Saskatchewan, Canada
$4.31M
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.14M +$586K +362,700 +25%
AL
8
AJO LP
Pennsylvania
$2M -$130K -80,289 -4%
Morgan Stanley
9
Morgan Stanley
New York
$1.24M -$2.25M -1,390,275 -56%
Axa
10
Axa
France
$855K
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$765K -$17K -10,500 -2%
SIM
12
Spark Investment Management
New York
$723K -$859K -532,000 -46%
OAM
13
Oxford Asset Management
United Kingdom
$652K -$427K -264,078 -32%
ACP
14
Aviance Capital Partners
Florida
$642K +$535K +331,070 +145%
USGIU
15
U.S. Global Investors (USGI)
Texas
$616K -$160K -98,800 -16%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$607K +$44.3K +27,411 +5%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$580K +$795K +492,200 New
GXMC
18
Global X Management Company
New York
$485K +$82.3K +50,928 +14%
RG
19
Renaissance Group
Kentucky
$439K +$616K +381,360 New
Swiss National Bank
20
Swiss National Bank
Switzerland
$431K
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$401K +$48.7K +30,136 +10%
Deutsche Bank
22
Deutsche Bank
Germany
$389K -$1.58M -976,591 -74%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$349K -$839K -519,223 -63%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$340K +$367K +227,085 +333%
Millennium Management
25
Millennium Management
New York
$301K +$157K +96,892 +59%

TGB Hedge Fund Activity: Q1 2018 in Review

89 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Trekor Metals (TGB) for Q1 2018, worth a combined $89.1M — down 52% from $187M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TGB positions and 12 closed out — a net gain of 1 holder — while 18 added to existing stakes and 30 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.6M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $9.26M sold.

  • 89 institutional investors held Trekor Metals (TGB) as of Q1 2018, up from 88 in Q4 2017.
  • Funds reported $89.1M of Trekor Metals stock for Q1 2018, down 52% quarter-over-quarter.
  • 13 funds opened new Trekor Metals positions in Q1 2018 and 12 closed out, a net change of +1 holder.
  • The largest Trekor Metals buyer in Q1 2018 was Fidelity Investments, an estimated $12.6M added.
  • The largest Trekor Metals seller in Q1 2018 was Hillsdale Investment Management, an estimated $9.26M sold.

Based on aggregated 13F filings for Q1 2018.