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TMQ

Trilogy Metals

40 hedge funds and large institutions have $18.3M invested in Trilogy Metals in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 4240 (-2)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

23% less capital invested

Capital invested by funds: $23.7M → $18.3M (-$5.35M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
9
Closed
4
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Paulson & Co
New York
$6.45M
BG
2
Baupost Group
Massachusetts
$5.46M
PP
3
Prudential plc
United Kingdom
$1.57M -$104K -94,156 -6%
Goldman Sachs
4
Goldman Sachs
New York
$1.14M +$434K +393,705 +61%
SVG
5
Sun Valley Gold
Idaho
$943K
GC
6
Guggenheim Capital
Illinois
$695K -$865 -785 -0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$532K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$329K -$246K -223,378 -43%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$309K
LC
10
Loews Corp
New York
$189K
Credit Agricole
11
Credit Agricole
France
$170K
HK
12
Horizon Kinetics
New York
$97K -$6.87K -6,236 -7%
Morgan Stanley
13
Morgan Stanley
New York
$78K -$406 -368 -0.5%
Renaissance Technologies
14
Renaissance Technologies
New York
$76K +$76.5K +69,400 New
CNB
15
City National Bank
California
$54K +$27.3K +24,732 +100%
Baillie Gifford & Co
16
Baillie Gifford & Co
United Kingdom
$51K
U
17
UBS
Switzerland
$50K +$15.8K +14,326 +47%
DC
18
Davenport & Co
Virginia
$44.7K +$6.61K +6,000 +17%
ST
19
Spot Trading
Illinois
$31K
NYLIM
20
New York Life Investment Management
New York
$16K +$15.8K +14,342 New
Citadel Advisors
21
Citadel Advisors
Florida
$11K +$11.3K +10,213 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5K -$630 -572 -13%
Citigroup
23
Citigroup
New York
$3K -$24.8K -22,481 -88%
Barclays
24
Barclays
United Kingdom
$3K
Wells Fargo
25
Wells Fargo
California
$2K -$307 -279 -12%

TMQ Hedge Fund Activity: Q2 2014 in Review

40 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Trilogy Metals (TMQ) for Q2 2014, worth a combined $18.3M — down 23% from $23.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TMQ and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.

The largest buyer was Goldman Sachs, adding an estimated $434K. The largest seller was First New York Securities, exiting entirely with an estimated $419K sold.

  • 40 institutional investors held Trilogy Metals (TMQ) as of Q2 2014, down from 42 in Q1 2014.
  • Funds reported $18.3M of Trilogy Metals stock for Q2 2014, down 23% quarter-over-quarter.
  • 3 funds opened new Trilogy Metals positions in Q2 2014 and 4 closed out, a net change of -1 holder.
  • The largest Trilogy Metals buyer in Q2 2014 was Goldman Sachs, an estimated $434K added.
  • The largest Trilogy Metals seller in Q2 2014 was First New York Securities, an estimated $419K sold.

Based on aggregated 13F filings for Q2 2014.