USA Rare Earth Inc
USAR
51 hedge funds and large institutions have $243M invested in USA Rare Earth Inc in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
9% more funds holding
Funds holding: 47 → 51 (+4)
2% more capital invested
Capital invested by funds: $239M → $243M (+$3.69M)
0.22% more ownership
Funds ownership: 92.47% → 92.69% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$7.76M |
| 2 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
+$6.51M |
| 3 |
D.E. Shaw & Co
New York
|
+$4.43M |
| 4 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$2.81M |
| 5 |
KL
KIM LLC
Wichita,
Kansas
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$7.04M |
| 2 |
PC
Periscope Capital
Toronto,
Ontario, Canada
|
-$5.51M |
| 3 |
FTCM
Fir Tree Capital Management
New York
|
-$5.05M |
| 4 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
|
-$4.77M |
| 5 |
CAC
Cowen and Company
New York
|
-$3.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $1.06K | +$1.05K | +101 | New |
|
|
PSAMP
52
P. Schoenfeld Asset Management (PSAM)
New York
| – | -$4.77M | -462,077 | Closed |
|
|
CM
53
Cohanzick Management
Pleasantville,
New York
| – | -$3.21M | -310,460 | Closed |
|
54
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$187K | -18,116 | Closed |
|
55
Morgan Stanley
New York
| – | -$42.5K | -4,118 | Closed |
|
USAR Hedge Fund Activity: Q1 2024 in Review
51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in USA Rare Earth Inc (USAR) for Q1 2024, worth a combined $243M — up 1.5% from $239M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new USAR positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was AQR Arbitrage, adding an estimated $7.76M. The largest seller was Karpus Investment Management, cutting an estimated $7.04M.
- 51 institutional investors held USA Rare Earth Inc (USAR) as of Q1 2024, up from 47 in Q4 2023.
- Funds reported $243M of USA Rare Earth Inc stock for Q1 2024, up 1.5% quarter-over-quarter.
- 9 funds opened new USA Rare Earth Inc positions in Q1 2024 and 4 closed out, a net change of +5 holders.
- The largest USA Rare Earth Inc buyer in Q1 2024 was AQR Arbitrage, an estimated $7.76M added.
- The largest USA Rare Earth Inc seller in Q1 2024 was Karpus Investment Management, an estimated $7.04M sold.
Based on aggregated 13F filings for Q1 2024.