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266 hedge funds and large institutions have $2.54B invested in Cameco in 2017 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $2.26B → $2.54B (+$275M)

3.68% more ownership

Funds ownership: 54.02%57.7% (+3.7%)

2% more funds holding

Funds holding: 260266 (+6)

9% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 89

30% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $45.8M

Holders
266
Holders Change
+6
Holders Change %
+2.31%
% of All Funds
6.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
51
Increased
81
Reduced
89
Closed
40
Calls
$32.3M
Puts
$45.8M
Net Calls
-$13.6M
Net Calls Change
+$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$263M +$69.5M +6,088,870 +34%
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$177M -$3.14M -275,277 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$119M +$917K +80,400 +0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$103M -$14.8M -1,299,647 -12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$99.4M +$2.87M +251,704 +3%
Deutsche Bank
6
Deutsche Bank
Germany
$88.6M +$77M +6,751,573 +541%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$80.4M +$18.8M +1,650,000 +29%
KGI
8
Kopernik Global Investors
Florida
$77.7M -$6.47M -567,156 -7%
MNA
9
Manning & Napier Advisors
New York
$76.8M -$80.1M -7,021,204 -50%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$72.2M +$74.5M +6,535,000 New
Wellington Management Group
11
Wellington Management Group
Massachusetts
$69.4M +$68.2M +5,982,525 +1,991%
GXMC
12
Global X Management Company
New York
$65.9M +$36M +3,152,321 +112%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$61.5M -$2.53M -222,005 -4%
GCC
14
Guardian Capital (Canada)
Ontario, Canada
$60.3M -$4.72M -413,913 -7%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.8M +$21.4M +1,875,034 +53%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$56.8M +$2.39M +209,393 +4%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$55.8M +$11.9M +1,041,100 +26%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$52.9M +$2.94M +258,064 +6%
LBA
19
Letko, Brosseau & Associates
Quebec, Canada
$52.8M -$722K -63,260 -1%
Toronto Dominion Bank
20
Toronto Dominion Bank
Ontario, Canada
$50.9M +$5.65M +495,648 +12%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$41.1M +$4.95M +433,615 +13%
AIMCA
22
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$37.3M -$7.67M -672,000 -21%
Legal & General Group
23
Legal & General Group
United Kingdom
$34.6M -$1.11M -97,104 -3%
BCIM
24
Black Creek Investment Management
Ontario, Canada
$29.8M -$1.63M -142,600 -5%
Norges Bank
25
Norges Bank
Norway
$28.5M +$3.01M +263,932 +11%

CCJ Hedge Fund Activity: Q1 2017 in Review

266 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Cameco (CCJ) for Q1 2017, worth a combined $2.54B — up 12% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new CCJ positions and 40 closed out — a net gain of 11 holders — while 81 added to existing stakes and 89 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $77M. The largest seller was Manning & Napier Advisors, cutting an estimated $80.1M.

  • 266 institutional investors held Cameco (CCJ) as of Q1 2017, up from 260 in Q4 2016.
  • Funds reported $2.54B of Cameco stock for Q1 2017, up 12% quarter-over-quarter.
  • 51 funds opened new Cameco positions in Q1 2017 and 40 closed out, a net change of +11 holders.
  • The largest Cameco buyer in Q1 2017 was Deutsche Bank, an estimated $77M added.
  • The largest Cameco seller in Q1 2017 was Manning & Napier Advisors, an estimated $80.1M sold.

Based on aggregated 13F filings for Q1 2017.