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Solitario Resources

32 hedge funds and large institutions have $8.14M invested in Solitario Resources in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more capital invested

Capital invested by funds: $4.44M → $8.14M (+$3.7M)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

6.62% more ownership

Funds ownership: 11.76%18.38% (+6.6%)

9% less funds holding

Funds holding: 3532 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$1.64K
CT
27
Cambridge Trust
Massachusetts
$327
Wells Fargo
28
Wells Fargo
California
$290 +$46 +86 +20%
JP Morgan Chase
29
JP Morgan Chase
New York
$63 +$26 +48 +74%
UBS Group
30
UBS Group
Switzerland
$49 +$47 +87 New
Bank of America
31
Bank of America
North Carolina
$22 +$21 +39 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
-$54K -99,761 Closed
Millennium Management
33
Millennium Management
New York
-$8.47K -15,544 Closed
HF
34
HRT Financial
New York
-$7K -14,108 Closed
VF
35
Virtu Financial
New York
-$6K -10,738 Closed
Toronto Dominion Bank
36
Toronto Dominion Bank
Ontario, Canada
-$1.8K -3,301 Closed
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
-$1.2K -2,234 -95%

XPL Hedge Fund Activity: Q4 2023 in Review

32 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Solitario Resources (XPL) for Q4 2023, worth a combined $8.14M — up 83% from $4.44M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of XPL and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $3.91M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $54K sold.

  • 32 institutional investors held Solitario Resources (XPL) as of Q4 2023, down from 35 in Q3 2023.
  • Funds reported $8.14M of Solitario Resources stock for Q4 2023, up 83% quarter-over-quarter.
  • 3 funds opened new Solitario Resources positions in Q4 2023 and 5 closed out, a net change of -2 holders.
  • The largest Solitario Resources buyer in Q4 2023 was EdgePoint Investment Group, an estimated $3.91M added.
  • The largest Solitario Resources seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $54K sold.

Based on aggregated 13F filings for Q4 2023.