Cameco
380 hedge funds and large institutions have $4.85B invested in Cameco in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 117 increasing their positions, 139 reducing their positions, and 37 closing their positions.
205% more call options, than puts
Call options by funds: $673M | Put options by funds: $221M
105% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 37
10% more funds holding
Funds holding: 346 → 380 (+34)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
2.4% less ownership
Funds ownership: 59.93% → 57.53% (-2.4%)
7% less capital invested
Capital invested by funds: $5.19B → $4.85B (-$341M)
16% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 139
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$62.1M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$59.5M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$48.8M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$43.2M |
| 5 |
Two Sigma Investments
New York
|
+$42.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIM
Lingotto Investment Management
London,
United Kingdom
|
-$108M |
| 2 |
MNG
Manning & Napier Group
Fairport,
New York
|
-$106M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$48.6M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$48.5M |
| 5 |
MP
MFN Partners
Boston,
Massachusetts
|
-$37.1M |
CCJ Hedge Fund Activity: Q4 2021 in Review
380 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cameco (CCJ) for Q4 2021, worth a combined $4.85B — down 6.6% from $5.19B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new CCJ positions and 37 closed out — a net gain of 39 holders — while 117 added to existing stakes and 139 trimmed.
The largest buyer was Mirae Asset Global Investments, adding an estimated $62.1M. The largest seller was Lingotto Investment Management, cutting an estimated $108M.
- 380 institutional investors held Cameco (CCJ) as of Q4 2021, up from 346 in Q3 2021.
- Funds reported $4.85B of Cameco stock for Q4 2021, down 6.6% quarter-over-quarter.
- 76 funds opened new Cameco positions in Q4 2021 and 37 closed out, a net change of +39 holders.
- The largest Cameco buyer in Q4 2021 was Mirae Asset Global Investments, an estimated $62.1M added.
- The largest Cameco seller in Q4 2021 was Lingotto Investment Management, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2021.