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Agnico Eagle Mines

238 hedge funds and large institutions have $4.85B invested in Agnico Eagle Mines in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 100 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $198M | Put options by funds: $104M

64% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 61

57% more capital invested

Capital invested by funds: $3.09B → $4.85B (+$1.76B)

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 222238 (+16)

1.58% more ownership

Funds ownership: 58.75%60.33% (+1.6%)

Holders
238
Holders Change
+16
Holders Change %
+7.21%
% of All Funds
6.84%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
45
Increased
100
Reduced
61
Closed
29
Calls
$198M
Puts
$104M
Net Calls
+$94.2M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$706M +$20.9M +654,844 +4%
VanEck Associates
2
VanEck Associates
New York
$409M +$30.1M +942,217 +10%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$238M +$80.1M +2,508,792 +68%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$235M +$6.56M +205,657 +3%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$209M +$88.5M +2,774,105 +118%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$156M +$45.5M +1,426,278 +54%
TAM
7
Tocqueville Asset Management
New York
$149M +$124M +3,891,629 New
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$133M +$12.2M +381,034 +12%
Norges Bank
9
Norges Bank
Norway
$131M +$65M +2,037,046 +147%
PP
10
Prudential plc
United Kingdom
$125M -$37.7M -1,180,534 -27%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$118M +$20.1M +630,589 +26%
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$108M +$17.8M +558,952 +25%
Wells Fargo
13
Wells Fargo
California
$99.7M -$10.6M -332,306 -11%
GF
14
Gabelli Funds
New York
$92.5M -$63.8K -2,000 -0.1%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$89.8M +$64.9M +2,033,929 +655%
APG Asset Management
16
APG Asset Management
Netherlands
$85.5M +$13.3M +416,915 +23%
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$80.3M +$37.9M +1,186,556 +131%
Morgan Stanley
18
Morgan Stanley
New York
$74.9M +$18.9M +590,921 +43%
Invesco
19
Invesco
Georgia
$72.1M +$2.4M +75,194 +4%
Swiss National Bank
20
Swiss National Bank
Switzerland
$69.2M +$24.9M +781,353 +76%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$61.9M +$13.5M +421,999 +35%
AIMCA
22
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$60.7M +$25.2M +789,899 +113%
CIBC Asset Management
23
CIBC Asset Management
Ontario, Canada
$56.9M +$860K +26,953 +2%
O
24
OppenheimerFunds
New York
$51.9M -$6.43M -201,560 -13%
PC
25
Paulson & Co
New York
$50.6M +$9.85M +308,720 +31%

AEM Hedge Fund Activity: Q2 2014 in Review

238 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Agnico Eagle Mines (AEM) for Q2 2014, worth a combined $4.85B — up 57% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AEM positions and 29 closed out — a net gain of 16 holders — while 100 added to existing stakes and 61 trimmed.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $124M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $42.4M sold.

  • 238 institutional investors held Agnico Eagle Mines (AEM) as of Q2 2014, up from 222 in Q1 2014.
  • Funds reported $4.85B of Agnico Eagle Mines stock for Q2 2014, up 57% quarter-over-quarter.
  • 45 funds opened new Agnico Eagle Mines positions in Q2 2014 and 29 closed out, a net change of +16 holders.
  • The largest Agnico Eagle Mines buyer in Q2 2014 was Tocqueville Asset Management, an estimated $124M added.
  • The largest Agnico Eagle Mines seller in Q2 2014 was Discovery Capital Management, an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2014.