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Franco-Nevada

491 hedge funds and large institutions have $19.2B invested in Franco-Nevada in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 166 increasing their positions, 164 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $340M | Put options by funds: $219M

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

7% more capital invested

Capital invested by funds: $17.9B → $19.2B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 164

0% more funds holding

Funds holding: 489491 (+2)

0.06% less ownership

Funds ownership: 68.3%68.24% (-0.06%)

Holders
491
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.82%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.37%
New
62
Increased
166
Reduced
164
Closed
49
Calls
$340M
Puts
$219M
Net Calls
+$121M
Net Calls Change
+$75.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.1B +$3.39M +24,324 +0.2%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.51B +$4.91M +35,209 +0.3%
VanEck Associates
3
VanEck Associates
New York
$1.21B -$116M -829,354 -9%
Fidelity International
4
Fidelity International
Bermuda
$1.11B +$27.7M +198,387 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$999M +$4.37M +31,355 +0.5%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$652M -$16M -114,468 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$646M +$35.9M +257,816 +6%
Renaissance Technologies
8
Renaissance Technologies
New York
$506M -$20.8M -149,300 -4%
JFL
9
Jarislowsky, Fraser Ltd
Quebec, Canada
$455M -$8.41M -60,303 -2%
Capital World Investors
10
Capital World Investors
California
$402M -$12M -85,748 -3%
Bank of America
11
Bank of America
North Carolina
$391M +$154M +1,102,710 +70%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$378M -$48.3M -346,312 -12%
Victory Capital Management
13
Victory Capital Management
Texas
$347M +$11.2M +80,175 +3%
TD Asset Management
14
TD Asset Management
Ontario, Canada
$323M +$115M +826,056 +59%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$309M +$270K +1,936 +0.1%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$295M -$6.21M -44,523 -2%
EIG
17
EdgePoint Investment Group
Ontario, Canada
$244M -$3.31M -23,734 -1%
MGIM
18
M&G Investment Management
United Kingdom
$241M -$7.51M -53,851 -3%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$240M -$45.2M -323,969 -16%
Norges Bank
20
Norges Bank
Norway
$238M +$2.95M +21,165 +1%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$235M +$614K +4,406 +0.3%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$231M +$47.3M +338,955 +27%
CIBC Asset Management
23
CIBC Asset Management
Ontario, Canada
$226M -$38.7M -277,660 -15%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$213M +$7.63M +54,749 +4%
JP Morgan Chase
25
JP Morgan Chase
New York
$208M +$3.4M +24,358 +2%

FNV Hedge Fund Activity: Q1 2023 in Review

491 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franco-Nevada (FNV) for Q1 2023, worth a combined $19.2B — up 6.9% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new FNV positions and 49 closed out — a net gain of 13 holders — while 166 added to existing stakes and 164 trimmed.

The largest buyer was Bank of America, adding an estimated $154M. The largest seller was VanEck Associates, cutting an estimated $116M.

  • 491 institutional investors held Franco-Nevada (FNV) as of Q1 2023, up from 489 in Q4 2022.
  • Funds reported $19.2B of Franco-Nevada stock for Q1 2023, up 6.9% quarter-over-quarter.
  • 62 funds opened new Franco-Nevada positions in Q1 2023 and 49 closed out, a net change of +13 holders.
  • The largest Franco-Nevada buyer in Q1 2023 was Bank of America, an estimated $154M added.
  • The largest Franco-Nevada seller in Q1 2023 was VanEck Associates, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2023.