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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
EIG
1
EdgePoint Investment Group
Ontario, Canada
$4.07M +$3.91M +7,272,727 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.13M +$269 +500 +0%
LFCM
3
Long Focus Capital Management
Puerto Rico
$790K
KPF
4
K2 Principal Fund
Ontario, Canada
$476K
Renaissance Technologies
5
Renaissance Technologies
New York
$409K -$4.79K -8,899 -1%
AF
6
Aegis Financial
Virginia
$354K -$1.08K -2,009 -0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$270K +$45.8K +85,042 +21%
BCM
8
Bridgeway Capital Management
Texas
$115K
FIM
9
Fruth Investment Management
Texas
$98K
BPC
10
Banque Pictet & Cie
Switzerland
$56K
FWM
11
Focused Wealth Management
New York
$56K
Neuberger Berman Group
12
Neuberger Berman Group
New York
$48.8K
Northern Trust
13
Northern Trust
Illinois
$48.1K
State Street
14
State Street
Massachusetts
$39K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$38.1K +$23K +42,637 +168%
RFC
16
Regions Financial Corp
Alabama
$36.1K
Charles Schwab
17
Charles Schwab
California
$25.1K
PWM
18
Provident Wealth Management
Tennessee
$16.4K
Citadel Advisors
19
Citadel Advisors
Florida
$16.2K +$2.33K +4,335 +18%
Creative Planning
20
Creative Planning
Kansas
$14K
SWM
21
Soundmark Wealth Management
Washington
$10.7K
KPWS
22
Kestra Private Wealth Services
Texas
$7.62K
LPL Financial
23
LPL Financial
California
$6.72K
TRCT
24
Tower Research Capital (TRC)
New York
$4.22K -$1.6K -2,975 -28%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.92K

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.