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Caledonia Mining Corp

48 hedge funds and large institutions have $30M invested in Caledonia Mining Corp in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

135% more call options, than puts

Call options by funds: $275K | Put options by funds: $117K

37% more funds holding

Funds holding: 3548 (+13)

25% more capital invested

Capital invested by funds: $24M → $30M (+$5.98M)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

4.31% more ownership

Funds ownership: 9.15%13.46% (+4.3%)

Holders
48
Holders Change
+13
Holders Change %
+37.14%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
11
Reduced
9
Closed
8
Calls
$275K
Puts
$117K
Net Calls
+$158K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$8.06M +$9.16M +653,911 +1,662%
VanEck Associates
2
VanEck Associates
New York
$7.46M -$516K -36,850 -5%
State Street
3
State Street
Massachusetts
$2.26M +$2.73M +194,872 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.88M +$2.27M +162,030 New
GRA
5
Goehring & Rozencwajg Associates
New York
$1.79M +$275K +19,610 +14%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.24M +$259K +18,485 +21%
Northern Trust
7
Northern Trust
Illinois
$1.19M +$1.44M +102,541 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$782K +$943K +67,307 New
BCM
9
Bridgeway Capital Management
Texas
$666K +$8.68K +620 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$469K +$565K +40,320 New
Charles Schwab
11
Charles Schwab
California
$436K +$526K +37,529 New
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$420K -$50.8K -3,630 -9%
Morgan Stanley
13
Morgan Stanley
New York
$347K -$44.4K -3,168 -10%
USGIU
14
U.S. Global Investors (USGI)
Texas
$291K
Goldman Sachs
15
Goldman Sachs
New York
$266K +$321K +22,925 New
RWM
16
Ritholtz Wealth Management
New York
$215K -$41.4K -2,954 -14%
EST
17
EA Series Trust
Pennsylvania
$205K +$247K +17,670 New
EF
18
Empowered Funds
Pennsylvania
$205K +$247K +17,670 New
Bank of America
19
Bank of America
North Carolina
$201K +$221K +15,756 +1,011%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$191K +$230K +16,422 New
BRWA
21
B. Riley Wealth Advisors
Florida
$188K +$154 +11 +0.1%
JP Morgan Chase
22
JP Morgan Chase
New York
$148K +$177K +12,630 +8,651%
Osaic Holdings
23
Osaic Holdings
Arizona
$118K -$4.82K -344 -3%
UBS Group
24
UBS Group
Switzerland
$112K +$94.2K +6,725 +233%
MIM
25
MetLife Investment Management
New Jersey
$101K +$122K +8,720 New

CMCL Hedge Fund Activity: Q2 2023 in Review

48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Caledonia Mining Corp (CMCL) for Q2 2023, worth a combined $30M — up 25% from $24M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CMCL positions and 8 closed out — a net gain of 13 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $9.16M. The largest seller was Millennium Management, exiting entirely with an estimated $1.81M sold.

  • 48 institutional investors held Caledonia Mining Corp (CMCL) as of Q2 2023, up from 35 in Q1 2023.
  • Funds reported $30M of Caledonia Mining Corp stock for Q2 2023, up 25% quarter-over-quarter.
  • 21 funds opened new Caledonia Mining Corp positions in Q2 2023 and 8 closed out, a net change of +13 holders.
  • The largest Caledonia Mining Corp buyer in Q2 2023 was BlackRock, an estimated $9.16M added.
  • The largest Caledonia Mining Corp seller in Q2 2023 was Millennium Management, an estimated $1.81M sold.

Based on aggregated 13F filings for Q2 2023.