Cameco
440 hedge funds and large institutions have $6.81B invested in Cameco in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 134 increasing their positions, 141 reducing their positions, and 45 closing their positions.
140% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 45
129% more call options, than puts
Call options by funds: $844M | Put options by funds: $368M
40% more capital invested
Capital invested by funds: $4.85B → $6.81B (+$1.96B)
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
16% more funds holding
Funds holding: 380 → 440 (+60)
1.18% more ownership
Funds ownership: 57.53% → 58.71% (+1.2%)
5% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 141
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$190M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$109M |
| 3 |
LIM
Lingotto Investment Management
London,
United Kingdom
|
+$108M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$34.8M |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
MFN Partners
Boston,
Massachusetts
|
-$118M |
| 2 |
KGI
Kopernik Global Investors
Tampa,
Florida
|
-$89.8M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$85.9M |
| 4 |
Two Sigma Investments
New York
|
-$54M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$41.7M |
CCJ Hedge Fund Activity: Q1 2022 in Review
440 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cameco (CCJ) for Q1 2022, worth a combined $6.81B — up 40% from $4.85B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new CCJ positions and 45 closed out — a net gain of 63 holders — while 134 added to existing stakes and 141 trimmed.
The largest buyer was Capital World Investors, adding an estimated $190M. The largest seller was MFN Partners, cutting an estimated $118M.
- 440 institutional investors held Cameco (CCJ) as of Q1 2022, up from 380 in Q4 2021.
- Funds reported $6.81B of Cameco stock for Q1 2022, up 40% quarter-over-quarter.
- 108 funds opened new Cameco positions in Q1 2022 and 45 closed out, a net change of +63 holders.
- The largest Cameco buyer in Q1 2022 was Capital World Investors, an estimated $190M added.
- The largest Cameco seller in Q1 2022 was MFN Partners, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2022.