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TGB

Trekor Metals

53 hedge funds and large institutions have $11.3M invested in Trekor Metals in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

8% more funds holding

Funds holding: 4953 (+4)

4.14% less ownership

Funds ownership: 13.59%9.45% (-4.1%)

23% less capital invested

Capital invested by funds: $14.7M → $11.3M (-$3.39M)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
16
Closed
6
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.31M +$283K +669,604 +8%
Fidelity International
2
Fidelity International
Bermuda
$1.94M -$1.12M -2,653,200 -40%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$1.86M -$195K -461,582 -11%
BFM
4
Boothbay Fund Management
New York
$552K +$304K +720,000 +167%
CS
5
Credit Suisse
Switzerland
$528K
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$435K +$211 +500 +0.1%
PCM
7
PenderFund Capital Management
British Columbia, Canada
$388K -$1.15M -2,722,360 -82%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$246K +$44.9K +106,197 +26%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$210K +$39.9K +94,511 +28%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$131K +$31.7K +75,000 +38%
Morgan Stanley
11
Morgan Stanley
New York
$98K -$45.4K -107,494 -34%
COPPSERS
12
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$49K -$4.32K -10,223 -9%
RC
13
RBF Capital
California
$49K
UCFA
14
United Capital Financial Advisors
Texas
$48K
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.2K -$1.29K -3,049 -4%
ICM
16
Islay Capital Management
Texas
$34K +$29.6K +70,000 New
State of Tennessee, Department of Treasury
17
State of Tennessee, Department of Treasury
Tennessee
$29K -$14.8K -35,015 -36%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$29K -$6.25K -14,800 -20%
JP Morgan Chase
19
JP Morgan Chase
New York
$26K -$69.5K -164,500 -75%
HighTower Advisors
20
HighTower Advisors
Illinois
$26K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$25K
TD Asset Management
22
TD Asset Management
Ontario, Canada
$25K +$9.68K +22,905 New
RJA
23
Raymond James & Associates
Florida
$20K
Baird Financial Group
24
Baird Financial Group
Wisconsin
$19K
Citadel Advisors
25
Citadel Advisors
Florida
$16K -$5.3K -12,549 -28%

TGB Hedge Fund Activity: Q4 2019 in Review

53 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Trekor Metals (TGB) for Q4 2019, worth a combined $11.3M — down 23% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TGB positions and 6 closed out — a net gain of 4 holders — while 8 added to existing stakes and 16 trimmed.

The largest buyer was Boothbay Fund Management, adding an estimated $304K. The largest seller was Vertex One Asset Management, exiting entirely with an estimated $1.52M sold.

  • 53 institutional investors held Trekor Metals (TGB) as of Q4 2019, up from 49 in Q3 2019.
  • Funds reported $11.3M of Trekor Metals stock for Q4 2019, down 23% quarter-over-quarter.
  • 10 funds opened new Trekor Metals positions in Q4 2019 and 6 closed out, a net change of +4 holders.
  • The largest Trekor Metals buyer in Q4 2019 was Boothbay Fund Management, an estimated $304K added.
  • The largest Trekor Metals seller in Q4 2019 was Vertex One Asset Management, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2019.