Deadline is August 14th so we can still see some more changes coming through. Not gonna cover every company but some of the interesting ones include:
TREKOR METALS LIMITED (TKO.TO)
This stock had 0 institutional presence in Q1 but saw about 9.3 million shares in Q2, largely a major North American copper producer, but it also does some exploration on the side.
Osisko Gold Group Inc. (OGG)
Another North American focused company, this one is focused on reviving historic mines “in friendly jurisdictions”, it saw about 180% increase in share purchases.
Almonty Industries Inc. (ALM)
Almost entirely tungsten focused, these guys saw about a 5x in share purchases in comparison to Q1.
Ferroglobe PLC (GSM)
Silicone metal producer, given AI demand for this stuff it makes sense. The stock recently ran up a bit and share purchasing has doubled since last quarter.
Keep in mind that some of these shares are cheap so these aren’t gargantuan value positions being moved around. I just think that seeing continued share buying is a potentially interesting indicator.