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Equinox Gold

136 hedge funds and large institutions have $789M invested in Equinox Gold in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 51 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 11

359% more call options, than puts

Call options by funds: $20M | Put options by funds: $4.37M

245% more capital invested

Capital invested by funds: $229M → $789M (+$560M)

200% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 17

48% more funds holding

Funds holding: 92136 (+44)

13.49% more ownership

Funds ownership: 15.97%29.46% (+13%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
136
Holders Change
+44
Holders Change %
+47.83%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
55
Increased
51
Reduced
17
Closed
11
Calls
$20M
Puts
$4.37M
Net Calls
+$15.7M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$303M +$133M +14,911,730 +123%
DSC
2
Donald Smith & Co
New York
$54.8M +$11.5M +1,282,910 +36%
RL
3
Ruffer LLP
United Kingdom
$40.9M -$351K -39,193 -1%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$36.2M +$22.4M +2,497,465 +338%
SAM
5
Shell Asset Management
Netherlands
$32M +$5.05M +564,787 +25%
PC
6
Paulson & Co
New York
$28.1M +$22.4M +2,500,000 New
Renaissance Technologies
7
Renaissance Technologies
New York
$26.1M +$20.2M +2,256,700 +3,304%
Invesco
8
Invesco
Georgia
$24.7M +$15.8M +1,763,478 +402%
HIM
9
Hillsdale Investment Management
Ontario, Canada
$20.9M -$6.37M -712,000 -28%
Two Sigma Investments
10
Two Sigma Investments
New York
$18.7M +$9.17M +1,024,237 +160%
GF
11
Gabelli Funds
New York
$12.5M +$9.98M +1,115,000 New
Morgan Stanley
12
Morgan Stanley
New York
$12.4M +$8.66M +967,616 +713%
BCM
13
Barometer Capital Management
Ontario, Canada
$11.7M +$6.91M +772,370 New
Bank of America
14
Bank of America
North Carolina
$10.3M +$4.14M +462,406 +102%
AAMU
15
Amundi Asset Management US
Massachusetts
$10.1M +$7.13M +796,977 +797%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$9.04M +$3.28M +366,400 +83%
IIM
17
Intact Investment Management
Quebec, Canada
$8.63M +$3.46M +386,600 +212%
DCM
18
Driehaus Capital Management
Illinois
$8.23M +$6.57M +733,900 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$7.93M +$5.31M +593,498 +674%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$6.16M +$4.05M +452,901 +456%
Stifel Financial
21
Stifel Financial
Missouri
$5.33M +$4.25M +474,557 New
EPAM
22
Euro Pacific Asset Management
Puerto Rico
$5.17M +$149K +16,636 +4%
Swiss National Bank
23
Swiss National Bank
Switzerland
$4.86M +$1.32M +147,200 +51%
Public Sector Pension Investment Board (PSP Investments)
24
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.72M +$3.77M +421,000 New
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$4.29M -$1.8M -201,000 -34%

EQX Hedge Fund Activity: Q2 2020 in Review

136 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Equinox Gold (EQX) for Q2 2020, worth a combined $789M — up 245% from $229M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EQX positions and 11 closed out — a net gain of 44 holders — while 51 added to existing stakes and 17 trimmed.

The largest buyer was VanEck Associates, adding an estimated $133M. The largest seller was CPMG Inc, exiting entirely with an estimated $6.46M sold.

  • 136 institutional investors held Equinox Gold (EQX) as of Q2 2020, up from 92 in Q1 2020.
  • Funds reported $789M of Equinox Gold stock for Q2 2020, up 245% quarter-over-quarter.
  • 55 funds opened new Equinox Gold positions in Q2 2020 and 11 closed out, a net change of +44 holders.
  • The largest Equinox Gold buyer in Q2 2020 was VanEck Associates, an estimated $133M added.
  • The largest Equinox Gold seller in Q2 2020 was CPMG Inc, an estimated $6.46M sold.

Based on aggregated 13F filings for Q2 2020.