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TGB

Trekor Metals

90 hedge funds and large institutions have $70.1M invested in Trekor Metals in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $748K | Put options by funds: $536K

0.06% more ownership

Funds ownership: 16.74%16.8% (+0.06%)

12% less funds holding

Funds holding: 10290 (-12)

12% less capital invested

Capital invested by funds: $79.6M → $70.1M (-$9.53M)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

Holders
90
Holders Change
-12
Holders Change %
-11.76%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
24
Reduced
30
Closed
16
Calls
$748K
Puts
$536K
Net Calls
+$212K
Net Calls Change
-$168K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.6M +$2.21M +1,477,692 +22%
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.03M +$60K +40,125 +0.6%
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$8.38M -$1.65M -1,100,087 -16%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$8.34M -$1.74M -1,161,025 -17%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.08M -$231K -154,400 -3%
CM
6
CM Management
Florida
$3.58M
CS
7
Credit Suisse
Switzerland
$3.05M +$2.04M +1,365,423 +571%
Goldman Sachs
8
Goldman Sachs
New York
$2.91M +$1.52M +1,012,502 +99%
AI
9
Acuitas Investments
Washington
$1.74M -$1.11M -741,294 -38%
Citadel Advisors
10
Citadel Advisors
Florida
$1.65M +$965K +645,058 +127%
Millennium Management
11
Millennium Management
New York
$1.18M +$174K +116,592 +17%
Swiss National Bank
12
Swiss National Bank
Switzerland
$896K
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$866K +$746K +498,200 +536%
Morgan Stanley
14
Morgan Stanley
New York
$793K -$50.4K -33,701 -6%
Axa
15
Axa
France
$746K +$780K +521,500 New
CIBC World Market
16
CIBC World Market
Ontario, Canada
$599K +$15.4K +10,264 +3%
American Century Companies
17
American Century Companies
Missouri
$504K -$453K -302,924 -46%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$462K -$25.9K -17,305 -5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$439K -$21K -14,029 -4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$420K -$326K -217,611 -43%
Two Sigma Investments
21
Two Sigma Investments
New York
$390K +$88K +58,792 +27%
JP Morgan Chase
22
JP Morgan Chase
New York
$305K +$86.7K +57,924 +37%
Bank of America
23
Bank of America
North Carolina
$298K -$355K -237,513 -53%
Legal & General Group
24
Legal & General Group
United Kingdom
$266K +$208K +139,021 +299%
Vanguard Group
25
Vanguard Group
Pennsylvania
$247K

TGB Hedge Fund Activity: Q2 2023 in Review

90 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Trekor Metals (TGB) for Q2 2023, worth a combined $70.1M — down 12% from $79.6M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TGB and 5 opened new positions — a net loss of 11 holders — while 30 trimmed existing stakes and 24 added.

The largest buyer was BlackRock, adding an estimated $2.21M. The largest seller was Mirae Asset Global Investments, cutting an estimated $1.74M.

  • 90 institutional investors held Trekor Metals (TGB) as of Q2 2023, down from 102 in Q1 2023.
  • Funds reported $70.1M of Trekor Metals stock for Q2 2023, down 12% quarter-over-quarter.
  • 5 funds opened new Trekor Metals positions in Q2 2023 and 16 closed out, a net change of -11 holders.
  • The largest Trekor Metals buyer in Q2 2023 was BlackRock, an estimated $2.21M added.
  • The largest Trekor Metals seller in Q2 2023 was Mirae Asset Global Investments, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2023.