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Alamos Gold

102 hedge funds and large institutions have $1.08B invested in Alamos Gold in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

506% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $363K

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

13% more funds holding

Funds holding: 90102 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.37% less ownership

Funds ownership: 73.95%69.58% (-4.4%)

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

26% less capital invested

Capital invested by funds: $1.46B → $1.08B (-$386M)

Holders
102
Holders Change
+12
Holders Change %
+13.33%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
32
Reduced
40
Closed
9
Calls
$2.2M
Puts
$363K
Net Calls
+$1.83M
Net Calls Change
-$498K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$117M -$30.5M -2,258,077 -19%
VanEck Associates
2
VanEck Associates
New York
$86.4M -$5.27M -389,899 -5%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$80.5M -$3.4M -251,044 -4%
RA
4
Royce & Associates
New York
$66.5M +$821K +60,700 +1%
BlackRock
5
BlackRock
New York
$54.4M +$1.64M +121,295 +3%
BG
6
BlackRock Group
United Kingdom
$47.1M +$1.25M +92,290 +2%
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$46.6M +$6.55M +484,241 +15%
SI
8
Sentry Investments
Ontario, Canada
$45.2M -$339K -25,100 -0.7%
MBI
9
Montrusco Bolton Investments
Quebec, Canada
$44.6M -$14.8M -1,094,696 -23%
Jennison Associates
10
Jennison Associates
New York
$37.9M +$91.9K +6,798 +0.2%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$29.8M -$1.29M -95,288 -4%
Canada Life
12
Canada Life
Manitoba, Canada
$29.2M -$33.2K -2,456 -0.1%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$26M -$10.2M -757,000 -26%
CWAM
14
Columbia Wanger Asset Management
Illinois
$25.4M +$21.6M +1,600,000 +320%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$21.2M -$4.33M -319,909 -15%
IGIM
16
I.G. Investment Management
Manitoba, Canada
$20.3M +$85.2K +6,300 +0.4%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$19.9M -$85.2K -6,300 -0.4%
BIT
18
BlackRock Institutional Trust
California
$17.3M +$1.11M +82,040 +6%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$16.4M -$1.61M -119,100 -8%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$16M +$6.91M +510,600 +63%
Public Sector Pension Investment Board (PSP Investments)
21
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.1M -$603K -44,600 -4%
Franklin Resources
22
Franklin Resources
California
$14.1M -$10M -741,400 -39%
Deutsche Bank
23
Deutsche Bank
Germany
$13.6M +$4.49M +331,628 +42%
Artisan Partners
24
Artisan Partners
Wisconsin
$13M +$14.5M +1,074,292 New
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.5M +$664K +49,100 +5%

AGI Hedge Fund Activity: Q4 2013 in Review

102 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alamos Gold (AGI) for Q4 2013, worth a combined $1.08B — down 26% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AGI positions and 9 closed out — a net gain of 12 holders — while 32 added to existing stakes and 40 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $21.6M. The largest seller was Tocqueville Asset Management, cutting an estimated $46.4M.

  • 102 institutional investors held Alamos Gold (AGI) as of Q4 2013, up from 90 in Q3 2013.
  • Funds reported $1.08B of Alamos Gold stock for Q4 2013, down 26% quarter-over-quarter.
  • 21 funds opened new Alamos Gold positions in Q4 2013 and 9 closed out, a net change of +12 holders.
  • The largest Alamos Gold buyer in Q4 2013 was Columbia Wanger Asset Management, an estimated $21.6M added.
  • The largest Alamos Gold seller in Q4 2013 was Tocqueville Asset Management, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2013.