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Caledonia Mining Corp

35 hedge funds and large institutions have $24M invested in Caledonia Mining Corp in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

109% more call options, than puts

Call options by funds: $363K | Put options by funds: $174K

83% more capital invested

Capital invested by funds: $13.1M → $24M (+$10.9M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more funds holding

Funds holding: 3235 (+3)

0.53% more ownership

Funds ownership: 8.62%9.15% (+0.53%)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
4
Closed
4
Calls
$363K
Puts
$174K
Net Calls
+$189K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$10.3M +$2.06M +147,252 +28%
GRA
2
Goehring & Rozencwajg Associates
New York
$2.07M -$71.2K -5,080 -4%
Millennium Management
3
Millennium Management
New York
$1.81M +$1.2M +85,716 +255%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.56M +$1.2M +85,541 +493%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.34M +$597K +42,613 +94%
Jane Street
6
Jane Street
New York
$1.1M +$1.01M +72,107 New
BCM
7
Bridgeway Capital Management
Texas
$862K +$41.3K +2,950 +5%
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$605K +$300K +21,433 +117%
BlackRock
9
BlackRock
New York
$598K +$87.9K +6,271 +19%
Citadel Advisors
10
Citadel Advisors
Florida
$548K +$188K +13,416 +59%
Morgan Stanley
11
Morgan Stanley
New York
$502K +$330K +23,517 +247%
USGIU
12
U.S. Global Investors (USGI)
Texas
$380K
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$360K +$180K +12,871 +119%
RWM
14
Ritholtz Wealth Management
New York
$326K +$301K +21,476 New
Citigroup
15
Citigroup
New York
$278K +$256K +18,304 New
BRWA
16
B. Riley Wealth Advisors
Florida
$245K +$154 +11 +0.1%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$207K +$14.8K +1,056 +8%
6CM
18
683 Capital Management
New York
$167K +$154K +11,000 New
Osaic Holdings
19
Osaic Holdings
Arizona
$160K +$56.6K +4,042 +62%
LP
20
LMR Partners
United Kingdom
$160K +$147K +10,516 New
Wells Fargo
21
Wells Fargo
California
$124K +$116K +8,266 New
Barclays
22
Barclays
United Kingdom
$94.5K +$50.8K +3,627 +140%
PTC
23
Private Trust Company
Ohio
$65.6K
UBS Group
24
UBS Group
Switzerland
$43.9K +$18.9K +1,350 +88%
Bank of America
25
Bank of America
North Carolina
$23.7K +$21.8K +1,559 New

CMCL Hedge Fund Activity: Q1 2023 in Review

35 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Caledonia Mining Corp (CMCL) for Q1 2023, worth a combined $24M — up 83% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CMCL positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 4 trimmed.

The largest buyer was VanEck Associates, adding an estimated $2.06M. The largest seller was Herr Investment Group, exiting entirely with an estimated $1.09M sold.

  • 35 institutional investors held Caledonia Mining Corp (CMCL) as of Q1 2023, up from 32 in Q4 2022.
  • Funds reported $24M of Caledonia Mining Corp stock for Q1 2023, up 83% quarter-over-quarter.
  • 7 funds opened new Caledonia Mining Corp positions in Q1 2023 and 4 closed out, a net change of +3 holders.
  • The largest Caledonia Mining Corp buyer in Q1 2023 was VanEck Associates, an estimated $2.06M added.
  • The largest Caledonia Mining Corp seller in Q1 2023 was Herr Investment Group, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2023.