Cameco
500 hedge funds and large institutions have $9.2B invested in Cameco in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 160 reducing their positions, and 48 closing their positions.
73% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 48
35% more funds holding in top 10
Funds holding in top 10: 26 → 35 (+9)
22% more capital invested
Capital invested by funds: $7.53B → $9.2B (+$1.68B)
7% more funds holding
Funds holding: 468 → 500 (+32)
1.36% more ownership
Funds ownership: 66.17% → 67.53% (+1.4%)
8% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 160
3% less call options, than puts
Call options by funds: $445M | Put options by funds: $459M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$104M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$45.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$44.2M |
| 4 |
BlackRock
New York
|
+$38.4M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIM
Lingotto Investment Management
London,
United Kingdom
|
-$82.8M |
| 2 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$56.1M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$51.8M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$35.7M |
| 5 |
BPCE
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
-$29.2M |
CCJ Hedge Fund Activity: Q2 2023 in Review
500 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Cameco (CCJ) for Q2 2023, worth a combined $9.2B — up 22% from $7.53B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new CCJ positions and 48 closed out — a net gain of 35 holders — while 173 added to existing stakes and 160 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $104M. The largest seller was Lingotto Investment Management, cutting an estimated $82.8M.
- 500 institutional investors held Cameco (CCJ) as of Q2 2023, up from 468 in Q1 2023.
- Funds reported $9.2B of Cameco stock for Q2 2023, up 22% quarter-over-quarter.
- 83 funds opened new Cameco positions in Q2 2023 and 48 closed out, a net change of +35 holders.
- The largest Cameco buyer in Q2 2023 was T. Rowe Price Associates, an estimated $104M added.
- The largest Cameco seller in Q2 2023 was Lingotto Investment Management, an estimated $82.8M sold.
Based on aggregated 13F filings for Q2 2023.