Cameco
330 hedge funds and large institutions have $4.72B invested in Cameco in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 34 closing their positions.
119% more call options, than puts
Call options by funds: $520M | Put options by funds: $237M
29% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 34
18% more capital invested
Capital invested by funds: $4B → $4.72B (+$720M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
10% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 109
2% more funds holding
Funds holding: 323 → 330 (+7)
1.41% more ownership
Funds ownership: 60.35% → 61.75% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.6M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$35.5M |
| 3 |
MP
MFN Partners
Boston,
Massachusetts
|
+$28.3M |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$27.4M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$39M |
| 2 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
-$25.7M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$15.4M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$13M |
| 5 |
KGI
Kopernik Global Investors
Tampa,
Florida
|
-$12.2M |
CCJ Hedge Fund Activity: Q2 2021 in Review
330 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Cameco (CCJ) for Q2 2021, worth a combined $4.72B — up 18% from $4B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new CCJ positions and 34 closed out — a net gain of 10 holders — while 120 added to existing stakes and 109 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $38.6M. The largest seller was Brandes Investment Partners, cutting an estimated $39M.
- 330 institutional investors held Cameco (CCJ) as of Q2 2021, up from 323 in Q1 2021.
- Funds reported $4.72B of Cameco stock for Q2 2021, up 18% quarter-over-quarter.
- 44 funds opened new Cameco positions in Q2 2021 and 34 closed out, a net change of +10 holders.
- The largest Cameco buyer in Q2 2021 was Morgan Stanley, an estimated $38.6M added.
- The largest Cameco seller in Q2 2021 was Brandes Investment Partners, an estimated $39M sold.
Based on aggregated 13F filings for Q2 2021.