Cameco
588 hedge funds and large institutions have $12.6B invested in Cameco in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 213 increasing their positions, 191 reducing their positions, and 79 closing their positions.
33% more call options, than puts
Call options by funds: $643M | Put options by funds: $484M
30% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 79
12% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 191
4% more funds holding
Funds holding: 567 → 588 (+21)
0.95% less ownership
Funds ownership: 68.81% → 67.86% (-0.95%)
3% less capital invested
Capital invested by funds: $12.9B → $12.6B (-$340M)
3% less funds holding in top 10
Funds holding in top 10: 31 → 30 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$419M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$339M |
| 3 |
Goldman Sachs
New York
|
+$101M |
| 4 |
MPM
MBB Public Markets
Chicago,
Illinois
|
+$58M |
| 5 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$51.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$374M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
-$121M |
| 3 |
Two Sigma Investments
New York
|
-$86.8M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$84.5M |
| 5 |
BlackRock
New York
|
-$82.8M |
CCJ Hedge Fund Activity: Q1 2024 in Review
588 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Cameco (CCJ) for Q1 2024, worth a combined $12.6B — down 2.6% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new CCJ positions and 79 closed out — a net gain of 24 holders — while 213 added to existing stakes and 191 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $419M. The largest seller was Morgan Stanley, cutting an estimated $374M.
- 588 institutional investors held Cameco (CCJ) as of Q1 2024, up from 567 in Q4 2023.
- Funds reported $12.6B of Cameco stock for Q1 2024, down 2.6% quarter-over-quarter.
- 103 funds opened new Cameco positions in Q1 2024 and 79 closed out, a net change of +24 holders.
- The largest Cameco buyer in Q1 2024 was Fidelity Investments, an estimated $419M added.
- The largest Cameco seller in Q1 2024 was Morgan Stanley, an estimated $374M sold.
Based on aggregated 13F filings for Q1 2024.