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Franco-Nevada

491 hedge funds and large institutions have $17.9B invested in Franco-Nevada in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 147 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $214M | Put options by funds: $102M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

0.91% more ownership

Funds ownership: 68.54%69.45% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0% less funds holding

Funds holding: 493491 (-2)

5% less capital invested

Capital invested by funds: $18.8B → $17.9B (-$893M)

20% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 184

Holders
491
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
7.79%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
45
Increased
147
Reduced
184
Closed
43
Calls
$214M
Puts
$102M
Net Calls
+$112M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
AE Wealth Management
Kansas
$279K +$2.83K +20 +1%
SC
352
Syon Capital
California
$270K +$286K +2,020 New
EWA
353
EP Wealth Advisors
California
$268K -$1.93M -13,643 -87%
BFG
354
Bleakley Financial Group
New Jersey
$268K -$565 -4 -0.2%
SS
355
Simplicity Solutions
Minnesota
$268K -$565 -4 -0.2%
HA
356
Harbor Advisors
Florida
$267K
CAN
357
Cetera Advisor Networks
California
$261K +$283 +2 +0.1%
FHA
358
Flagship Harbor Advisors
Massachusetts
$261K -$8.76K -62 -3%
CC
359
Centiva Capital
New York
$257K +$272K +1,924 New
PI
360
PEAK6 Investments
Illinois
$256K -$983K -6,958 -78%
UM
361
UniSuper Management
Australia
$254K
AIM
362
Aigen Investment Management
New York
$254K -$1.15M -8,158 -81%
TIAA Trust, National Association
363
TIAA Trust, National Association
North Carolina
$252K +$267K +1,890 New
CWM
364
Circle Wealth Management
New Jersey
$248K
OCAM
365
Onex Canada Asset Management
Ontario, Canada
$248K -$54K -382 -17%
OIA
366
OneDigital Investment Advisors
Kansas
$247K
NIM
367
NEOS Investment Management
Connecticut
$243K +$257K +1,820 New
LWCFA
368
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K +$9.19K +65 +3%
Pacer Advisors
369
Pacer Advisors
Pennsylvania
$239K +$14.4K +102 +6%
SPIA
370
Steward Partners Investment Advisory
New York
$238K -$52.2K -369 -17%
T
371
TOBAM
France
$238K +$48.2K +341 +24%
JMPWA
372
JP Morgan Private Wealth Advisors
California
$236K +$14.7K +104 +6%
DWM
373
Dorchester Wealth Management
Quebec, Canada
$229K
SFA
374
Sequoia Financial Advisors
Ohio
$228K +$242K +1,709 New
WWP
375
WR Wealth Planners
Missouri
$228K

FNV Hedge Fund Activity: Q3 2023 in Review

491 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franco-Nevada (FNV) for Q3 2023, worth a combined $17.9B — down 4.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FNV positions and 43 closed out — a net gain of 2 holders — while 147 added to existing stakes and 184 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Employees Provident Fund Board, exiting entirely with an estimated $77.8M sold.

  • 491 institutional investors held Franco-Nevada (FNV) as of Q3 2023, down from 493 in Q2 2023.
  • Funds reported $17.9B of Franco-Nevada stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 45 funds opened new Franco-Nevada positions in Q3 2023 and 43 closed out, a net change of +2 holders.
  • The largest Franco-Nevada buyer in Q3 2023 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Franco-Nevada seller in Q3 2023 was Employees Provident Fund Board, an estimated $77.8M sold.

Based on aggregated 13F filings for Q3 2023.