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TGB

Trekor Metals

64 hedge funds and large institutions have $25.8M invested in Trekor Metals in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.69% less ownership

Funds ownership: 25.51%23.82% (-1.7%)

3% less funds holding

Funds holding: 6664 (-2)

19% less call options, than puts

Call options by funds: $21K | Put options by funds: $26K

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

44% less capital invested

Capital invested by funds: $46.4M → $25.8M (-$20.6M)

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
19
Closed
9
Calls
$21K
Puts
$26K
Net Calls
-$5K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
1
Fidelity International
Bermuda
$5.37M -$5.5M -8,549,565 -43%
VOAM
2
Vertex One Asset Management
British Columbia, Canada
$5.1M -$207K -322,300 -3%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.53M -$458K -712,291 -9%
Renaissance Technologies
4
Renaissance Technologies
New York
$3.25M -$77.3K -120,294 -2%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.9M +$3.93M +6,113,434 +37,887%
GMI
6
Greystone Managed Investments
Saskatchewan, Canada
$1.83M +$129K +201,360 +6%
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$668K -$1.61K -2,500 -0.2%
CS
8
Credit Suisse
Switzerland
$378K
AL
9
AJO LP
Pennsylvania
$349K -$5.3K -8,251 -1%
SCP
10
SailingStone Capital Partners
Texas
$301K -$326K -506,766 -44%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$241K +$11.7K +18,213 +4%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$200K +$270K +419,803 New
ACP
13
Aviance Capital Partners
Florida
$191K -$103K -159,799 -28%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$190K -$39.9K -62,096 -13%
BCIM
15
British Columbia Investment Management
British Columbia, Canada
$148K +$199K +310,135 New
JP Morgan Chase
16
JP Morgan Chase
New York
$137K +$92.6K +143,989 +99%
Deutsche Bank
17
Deutsche Bank
Germany
$112K -$299K -464,532 -66%
COPPSERS
18
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$101K
Morgan Stanley
19
Morgan Stanley
New York
$85K -$81K -126,000 -41%
HKIM
20
Hayek Kallen Investment Management
Alabama
$84K -$2.18K -3,397 -2%
State of Tennessee, Department of Treasury
21
State of Tennessee, Department of Treasury
Tennessee
$82K
Russell Investments Group
22
Russell Investments Group
United Kingdom
$50K -$13.7K -21,350 -17%
RC
23
RBF Capital
California
$48K +$65.8K +102,400 New
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.8K
Two Sigma Advisers
25
Two Sigma Advisers
New York
$47K +$1.09K +1,700 +2%

TGB Hedge Fund Activity: Q4 2018 in Review

64 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Trekor Metals (TGB) for Q4 2018, worth a combined $25.8M — down 44% from $46.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TGB and 7 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 13 added.

The largest buyer was Bank of Montreal, adding an estimated $3.93M. The largest seller was Fidelity International, cutting an estimated $5.5M.

  • 64 institutional investors held Trekor Metals (TGB) as of Q4 2018, down from 66 in Q3 2018.
  • Funds reported $25.8M of Trekor Metals stock for Q4 2018, down 44% quarter-over-quarter.
  • 7 funds opened new Trekor Metals positions in Q4 2018 and 9 closed out, a net change of -2 holders.
  • The largest Trekor Metals buyer in Q4 2018 was Bank of Montreal, an estimated $3.93M added.
  • The largest Trekor Metals seller in Q4 2018 was Fidelity International, an estimated $5.5M sold.

Based on aggregated 13F filings for Q4 2018.