We are live on ! Find out more
XPL icon

Solitario Resources
XPL

30 hedge funds and large institutions have $5.44M invested in Solitario Resources in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $5.06M → $5.44M (+$379K)

0.08% more ownership

Funds ownership: 12.61% → 12.69% (+0.08%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

3% less funds holding

Funds holding: 31 → 30 (-1)

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$31K
2
Charles Schwab
Charles Schwab
California
+$30.5K
3
Millennium Management
Millennium Management
New York
+$12.5K
4
KPWS
Kestra Private Wealth Services
Texas
+$8.84K
5
Northern Trust
Northern Trust
Illinois
+$6.96K

Top Sellers

Rank Fund Capital Flow
1
KPF
K2 Principal Fund
Ontario, Canada
-$29.5K
2
VF
Virtu Financial
New York
-$16K
3
FIM
Fruth Investment Management
Texas
-$8.84K
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.28K
5
RFC
Regions Financial Corp
Alabama
-$1.36K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.33M – – –
LFCM
2
Long Focus Capital Management
Puerto Rico
$933K – – –
JAMONY
3
Jacob Asset Management of New York
California
$671K – – –
KPF
4
K2 Principal Fund
Ontario, Canada
$587K -$29.5K -43,344 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$495K -$4.28K -6,300 -0.8%
AF
6
Aegis Financial
Virginia
$420K +$3.93K +5,783 +0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$215K – – –
BCM
8
Bridgeway Capital Management
Texas
$136K – – –
FIM
9
Fruth Investment Management
Texas
$115K -$8.84K -13,000 -7%
BPC
10
Banque Pictet & Cie
Switzerland
$66.2K – – –
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$66K – – –
Northern Trust
12
Northern Trust
Illinois
$58.1K +$6.96K +10,244 +13%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$57.6K – – –
State Street
14
State Street
Massachusetts
$47.1K – – –
RFC
15
Regions Financial Corp
Alabama
$43K -$1.36K -2,000 -3%
FWM
16
Focused Wealth Management
New York
$33.1K – – –
Citadel Advisors
17
Citadel Advisors
Florida
$30.2K +$31K +45,623 New
Charles Schwab
18
Charles Schwab
California
$29.7K +$30.5K +44,899 New
BlackRock
19
BlackRock
New York
$25.9K -$394 -580 -1%
Creative Planning
20
Creative Planning
Kansas
$16.6K – – –
SWM
21
Soundmark Wealth Management
Washington
$12.6K – – –
Millennium Management
22
Millennium Management
New York
$12K +$12.5K +18,453 New
Jane Street
23
Jane Street
New York
$9.8K -$802 -1,180 -7%
TRCT
24
Tower Research Capital (TRC)
New York
$9K +$2.09K +3,071 +30%
KPWS
25
Kestra Private Wealth Services
Texas
$8.61K +$8.84K +13,000 New
1
2

XPL Hedge Fund Activity: Q1 2023 in Review

30 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Solitario Resources (XPL) for Q1 2023, worth a combined $5.44M — up 7.5% from $5.06M a quarter earlier.

Fund positioning in XPL was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $31K. The largest seller was K2 Principal Fund, cutting an estimated $29.5K.

  • 30 institutional investors held Solitario Resources (XPL) as of Q1 2023, down from 31 in Q4 2022.
  • Funds reported $5.44M of Solitario Resources stock for Q1 2023, up 7.5% quarter-over-quarter.
  • 4 funds opened new Solitario Resources positions in Q1 2023 and 4 closed out, a net change of 0 holders.
  • The largest Solitario Resources buyer in Q1 2023 was Citadel Advisors, an estimated $31K added.
  • The largest Solitario Resources seller in Q1 2023 was K2 Principal Fund, an estimated $29.5K sold.

Based on aggregated 13F filings for Q1 2023.