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Caledonia Mining Corp

49 hedge funds and large institutions have $32.6M invested in Caledonia Mining Corp in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

13% more capital invested

Capital invested by funds: $28.8M → $32.6M (+$3.86M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2.91% more ownership

Funds ownership: 15.99%18.89% (+2.9%)

2% more funds holding

Funds holding: 4849 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
14
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.25M -$421K -27,385 -4%
VanEck Associates
2
VanEck Associates
New York
$6.61M +$7.12M +462,738 New
State Street
3
State Street
Massachusetts
$2.54M -$78.5K -5,100 -3%
Northern Trust
4
Northern Trust
Illinois
$1.33M -$96.6K -6,276 -6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.33M +$148K +9,628 +11%
Wells Fargo
6
Wells Fargo
California
$1.09M +$657K +42,671 +127%
Charles Schwab
7
Charles Schwab
California
$872K +$375K +24,368 +67%
USGIU
8
U.S. Global Investors (USGI)
Texas
$715K
Morgan Stanley
9
Morgan Stanley
New York
$692K +$237K +15,380 +47%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$676K -$697K -45,266 -49%
Vanguard Group
11
Vanguard Group
Pennsylvania
$634K +$108K +6,989 +19%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$554K +$598K +38,834 New
JP Morgan Chase
13
JP Morgan Chase
New York
$515K +$63.6K +4,131 +13%
ETC
14
Exchange Traded Concepts
Oklahoma
$490K +$527K +34,279 New
Marshall Wace
15
Marshall Wace
United Kingdom
$461K -$76K -4,940 -13%
Goldman Sachs
16
Goldman Sachs
New York
$461K +$496K +32,237 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$450K +$43.3K +2,812 +10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$445K +$480K +31,166 New
Invesco
19
Invesco
Georgia
$362K +$389K +25,296 New
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$332K
AQR Capital Management
21
AQR Capital Management
Connecticut
$259K +$66.1K +4,295 +31%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$254K
BCM
23
Bridgeway Capital Management
Texas
$231K
UBS Group
24
UBS Group
Switzerland
$224K -$22.9K -1,488 -9%
Barclays
25
Barclays
United Kingdom
$212K +$24.4K +1,588 +12%

CMCL Hedge Fund Activity: Q1 2021 in Review

49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Caledonia Mining Corp (CMCL) for Q1 2021, worth a combined $32.6M — up 13% from $28.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CMCL positions and 9 closed out — a net gain of 1 holder — while 14 added to existing stakes and 12 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $7.12M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $986K sold.

  • 49 institutional investors held Caledonia Mining Corp (CMCL) as of Q1 2021, up from 48 in Q4 2020.
  • Funds reported $32.6M of Caledonia Mining Corp stock for Q1 2021, up 13% quarter-over-quarter.
  • 10 funds opened new Caledonia Mining Corp positions in Q1 2021 and 9 closed out, a net change of +1 holder.
  • The largest Caledonia Mining Corp buyer in Q1 2021 was VanEck Associates, an estimated $7.12M added.
  • The largest Caledonia Mining Corp seller in Q1 2021 was Renaissance Technologies, an estimated $986K sold.

Based on aggregated 13F filings for Q1 2021.