Caledonia Mining Corp
CMCL
51 hedge funds and large institutions have $29.4M invested in Caledonia Mining Corp in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 6 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 10
135% more call options, than puts
Call options by funds: $190K | Put options by funds: $81K
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
6% more funds holding
Funds holding: 48 → 51 (+3)
2.1% more ownership
Funds ownership: 13.46% → 15.56% (+2.1%)
2% less capital invested
Capital invested by funds: $30M → $29.4M (-$546K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.25M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$756K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$470K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$464K |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
-$291K |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$142K |
| 3 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
-$101K |
| 4 |
VanEck Associates
New York
|
-$94.1K |
| 5 |
RWM
Ritholtz Wealth Management
New York
|
-$91.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USGIU
51
U.S. Global Investors (USGI)
San Antonio,
Texas
| – | -$291K | -25,000 | Closed |
|
|
MIM
52
MetLife Investment Management
Whippany,
New Jersey
| – | -$101K | -8,720 | Closed |
|
53
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$41.3K | -3,550 | Closed |
|
|
CQS
54
Credential Qtrade Securities
Vancouver,
| – | -$3.49K | -300 | Closed |
|
|
SWM
55
Spire Wealth Management
Mclean,
Virginia
| – | -$3.32K | -286 | Closed |
|
|
CWA
56
Clearview Wealth Advisors
Salem,
Oregon
| – | -$232 | -20 | Closed |
|
57
Simplex Trading
Chicago,
Illinois
| – | +$675 | +61 | New |
|
CMCL Hedge Fund Activity: Q3 2023 in Review
51 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Caledonia Mining Corp (CMCL) for Q3 2023, worth a combined $29.4M — down 1.8% from $30M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CMCL positions and 6 closed out — a net gain of 4 holders — while 24 added to existing stakes and 10 trimmed.
The largest buyer was BlackRock, adding an estimated $1.25M. The largest seller was U.S. Global Investors (USGI), exiting entirely with an estimated $291K sold.
- 51 institutional investors held Caledonia Mining Corp (CMCL) as of Q3 2023, up from 48 in Q2 2023.
- Funds reported $29.4M of Caledonia Mining Corp stock for Q3 2023, down 1.8% quarter-over-quarter.
- 10 funds opened new Caledonia Mining Corp positions in Q3 2023 and 6 closed out, a net change of +4 holders.
- The largest Caledonia Mining Corp buyer in Q3 2023 was BlackRock, an estimated $1.25M added.
- The largest Caledonia Mining Corp seller in Q3 2023 was U.S. Global Investors (USGI), an estimated $291K sold.
Based on aggregated 13F filings for Q3 2023.