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TMQ

Trilogy Metals

41 hedge funds and large institutions have $90.8M invested in Trilogy Metals in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $64.7M → $90.8M (+$26.2M)

1.44% less ownership

Funds ownership: 34.19%32.75% (-1.4%)

2% less funds holding

Funds holding: 4241 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

65% less call options, than puts

Call options by funds: $22K | Put options by funds: $62K

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
9
Closed
4
Calls
$22K
Puts
$62K
Net Calls
-$40K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Paulson & Co
New York
$28.7M
Neuberger Berman Group
2
Neuberger Berman Group
New York
$26.3M
BG
3
Baupost Group
Massachusetts
$24.3M
PC
4
PointState Capital
New York
$5.42M -$3.32M -1,873,573 -41%
KCM
5
Kingdon Capital Management
New York
$3.05M
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.73M -$49.4K -27,900 -3%
Millennium Management
7
Millennium Management
New York
$488K -$29.5K -16,624 -6%
TCMG
8
TSP Capital Management Group
New Jersey
$300K
BRWA
9
B. Riley Wealth Advisors
Florida
$103K +$2.13K +1,202 +2%
CTC
10
Chai Trust Company
Illinois
$100K
VF
11
Virtu Financial
New York
$87K +$77.2K +43,556 New
Wells Fargo
12
Wells Fargo
California
$48K +$5.66K +3,195 +15%
Morgan Stanley
13
Morgan Stanley
New York
$43K +$2.43K +1,372 +7%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$42K
HKAM
15
Horizon Kinetics Asset Management
New York
$37K -$113 -64 -0.3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$36K -$23.3K -13,177 -42%
IIA
17
IPG Investment Advisors
California
$29.7K
Simplex Trading
18
Simplex Trading
Illinois
$24K +$2.68K +1,515 +14%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$12K +$10.6K +6,000 New
JFA
20
JNBA Financial Advisors
Minnesota
$9K
Osaic Holdings
21
Osaic Holdings
Arizona
$8K -$159 -90 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5K -$181 -102 -4%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$3K
UBS Group
24
UBS Group
Switzerland
$3K
GAM
25
Gemmer Asset Management
California
$3K +$2.66K +1,500 +1,128%

TMQ Hedge Fund Activity: Q2 2020 in Review

41 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Trilogy Metals (TMQ) for Q2 2020, worth a combined $90.8M — up 40% from $64.7M 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 6 added.

The largest buyer was Sprott Inc, adding an estimated $101K. The largest seller was PointState Capital, cutting an estimated $3.32M.

  • 41 institutional investors held Trilogy Metals (TMQ) as of Q2 2020, down from 42 in Q1 2020.
  • Funds reported $90.8M of Trilogy Metals stock for Q2 2020, up 40% quarter-over-quarter.
  • 3 funds opened new Trilogy Metals positions in Q2 2020 and 4 closed out, a net change of -1 holder.
  • The largest Trilogy Metals buyer in Q2 2020 was Sprott Inc, an estimated $101K added.
  • The largest Trilogy Metals seller in Q2 2020 was PointState Capital, an estimated $3.32M sold.

Based on aggregated 13F filings for Q2 2020.