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Caledonia Mining Corp

61 hedge funds and large institutions have $50.2M invested in Caledonia Mining Corp in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,349% more call options, than puts

Call options by funds: $1.56M | Put options by funds: $35K

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

71% more capital invested

Capital invested by funds: $29.4M → $50.2M (+$20.8M)

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

20% more funds holding

Funds holding: 5161 (+10)

5.9% more ownership

Funds ownership: 15.56%21.46% (+5.9%)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
15
Closed
5
Calls
$1.56M
Puts
$35K
Net Calls
+$1.52M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$234K -$48.3K -4,169 -18%
EI
27
Ethic Inc
New York
$230K +$218K +18,817 New
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$209K -$2.17K -187 -1%
Invesco
29
Invesco
Georgia
$208K -$15.3K -1,322 -7%
EI
30
Ellevest Inc
New York
$167K +$159K +13,726 New
BRWA
31
B. Riley Wealth Advisors
Florida
$167K +$81 +7 +0.1%
SG Americas Securities
32
SG Americas Securities
New York
$124K +$118K +10,167 New
MIM
33
MetLife Investment Management
New Jersey
$106K +$101K +8,720 New
AIG
34
American International Group
New York
$99.6K -$371 -32 -0.4%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$94.6K +$696 +60 +0.8%
Deutsche Bank
36
Deutsche Bank
Germany
$82K +$77.9K +6,720 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$77K +$30.1K +2,597 +71%
Osaic Holdings
38
Osaic Holdings
Arizona
$63.2K -$10.1K -870 -14%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$61.9K -$18.2K -1,571 -24%
Wells Fargo
40
Wells Fargo
California
$60.2K +$11.5K +991 +25%
PTC
41
Private Trust Company
Ohio
$52.7K
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$33K -$10.7K -920 -25%
TRCT
43
Tower Research Capital (TRC)
New York
$31.5K -$2.01K -173 -6%
Citigroup
44
Citigroup
New York
$29.1K +$27.2K +2,346 +5,586%
AB
45
Amalgamated Bank
New York
$17K -$1.91K -165 -10%
Legal & General Group
46
Legal & General Group
United Kingdom
$16.6K -$1.95K -168 -11%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$11.2K +$10.6K +915 New
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$11K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$9.66K +$4.55K +392 +98%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$7.42K +$3.79K +327 +116%

CMCL Hedge Fund Activity: Q4 2023 in Review

61 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Caledonia Mining Corp (CMCL) for Q4 2023, worth a combined $50.2M — up 71% from $29.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CMCL positions and 5 closed out — a net gain of 10 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $7.61M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $342K sold.

  • 61 institutional investors held Caledonia Mining Corp (CMCL) as of Q4 2023, up from 51 in Q3 2023.
  • Funds reported $50.2M of Caledonia Mining Corp stock for Q4 2023, up 71% quarter-over-quarter.
  • 15 funds opened new Caledonia Mining Corp positions in Q4 2023 and 5 closed out, a net change of +10 holders.
  • The largest Caledonia Mining Corp buyer in Q4 2023 was Orbis Allan Gray, an estimated $7.61M added.
  • The largest Caledonia Mining Corp seller in Q4 2023 was Exchange Traded Concepts, an estimated $342K sold.

Based on aggregated 13F filings for Q4 2023.