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Franco-Nevada

493 hedge funds and large institutions have $18.8B invested in Franco-Nevada in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 170 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $260M | Put options by funds: $125M

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

0% more funds holding

Funds holding: 491493 (+2)

0.31% more ownership

Funds ownership: 68.24%68.54% (+0.31%)

2% less capital invested

Capital invested by funds: $19.2B → $18.8B (-$358M)

8% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 170

22% less funds holding in top 10

Funds holding in top 10: 2318 (-5)

Holders
493
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.74%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.28%
New
51
Increased
156
Reduced
170
Closed
47
Calls
$260M
Puts
$125M
Net Calls
+$135M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
351
Summit Global Investments
Utah
$287K
BFG
352
Bleakley Financial Group
New Jersey
$286K -$80.1K -534 -21%
SS
353
Simplicity Solutions
Minnesota
$286K -$80.1K -534 -21%
EWA
354
EP Wealth Advisors
California
$286K -$5.69M -37,949 -71%
HA
355
Harbor Advisors
Florida
$285K
OFG
356
Oxford Financial Group
Indiana
$284K +$299K +1,994 New
CAN
357
Cetera Advisor Networks
California
$279K -$19.2K -128 -6%
API
358
Advisor Partners II
California
$273K +$1.35K +9 +0.5%
LWCFA
359
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K +$285K +1,901 New
TF
360
TIAA FSB
Florida
$270K -$1.05K -7 -0.4%
TI
361
Tidal Investments
Wisconsin
$269K +$283K +1,885 New
VPIM
362
Vanguard Personalized Indexing Management
California
$266K +$34.1K +227 +14%
CWM
363
Circle Wealth Management
New Jersey
$265K
OIA
364
OneDigital Investment Advisors
Kansas
$264K
UM
365
UniSuper Management
Australia
$264K +$210K +1,400 New
DWM
366
Dorchester Wealth Management
Quebec, Canada
$244K -$15K -100 -6%
WWP
367
WR Wealth Planners
Missouri
$243K
Balyasny Asset Management
368
Balyasny Asset Management
Illinois
$242K -$18.3M -122,037 -99%
CA
369
CoreCap Advisors
Michigan
$242K +$255K +1,697 New
Pacer Advisors
370
Pacer Advisors
Pennsylvania
$240K +$31.2K +208 +14%
LNC
371
Lincoln National Corp
Pennsylvania
$238K +$3.75K +25 +2%
JMPWA
372
JP Morgan Private Wealth Advisors
California
$238K -$102K -677 -29%
SSWM
373
Sheets Smith Wealth Management
North Carolina
$232K
LSA
374
Leonteq Securities AG
Switzerland
$231K +$46.1K +307 +27%
IAA
375
Independent Advisor Alliance
North Carolina
$229K +$750 +5 +0.3%

FNV Hedge Fund Activity: Q2 2023 in Review

493 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franco-Nevada (FNV) for Q2 2023, worth a combined $18.8B — down 1.9% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FNV positions and 47 closed out — a net gain of 4 holders — while 156 added to existing stakes and 170 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $295M. The largest seller was Bank of America, cutting an estimated $161M.

  • 493 institutional investors held Franco-Nevada (FNV) as of Q2 2023, up from 491 in Q1 2023.
  • Funds reported $18.8B of Franco-Nevada stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 51 funds opened new Franco-Nevada positions in Q2 2023 and 47 closed out, a net change of +4 holders.
  • The largest Franco-Nevada buyer in Q2 2023 was Fidelity Investments, an estimated $295M added.
  • The largest Franco-Nevada seller in Q2 2023 was Bank of America, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2023.