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VanEck Gold Miners ETF

308 hedge funds and large institutions have $4B invested in VanEck Gold Miners ETF in 2013 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 90 increasing their positions, 99 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $1.07B | Put options by funds: $996M

0.29% more ownership

Funds ownership: 59.76%60.05% (+0.29%)

9% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 99

5% less funds holding

Funds holding: 323308 (-15)

9% less capital invested

Capital invested by funds: $4.38B → $4B (-$379M)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

13% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 91

Holders
308
Holders Change
-15
Holders Change %
-4.64%
% of All Funds
8.94%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
79
Increased
90
Reduced
99
Closed
91
Calls
$1.07B
Puts
$996M
Net Calls
+$76.3M
Net Calls Change
+$410M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$1.07B +$704M +30,461,987 +152%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$230M +$222M +9,626,297 +764%
CS
3
Credit Suisse
Switzerland
$217M -$301M -13,018,772 -56%
Citigroup
4
Citigroup
New York
$213M +$29.5M +1,277,410 +14%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$213M -$30.2M -1,305,846 -11%
Morgan Stanley
6
Morgan Stanley
New York
$203M +$17.5M +758,259 +9%
GC
7
Greenlight Capital
New York
$186M
UIM
8
USS Investment Management
United Kingdom
$183M
BA
9
BlackRock Advisors
Delaware
$126M -$1.66M -71,777 -1%
GC
10
Guggenheim Capital
Illinois
$108M +$25.7M +1,110,550 +28%
Rafferty Asset Management
11
Rafferty Asset Management
New York
$103M -$63.6M -2,751,386 -36%
Barclays
12
Barclays
United Kingdom
$91.2M +$48.2M +2,086,066 +92%
Bank of America
13
Bank of America
North Carolina
$85.7M +$7.34M +317,601 +8%
Wells Fargo
14
Wells Fargo
California
$54.2M -$16.4M -708,735 -22%
U
15
UBS
Switzerland
$50.2M +$2.13M +92,023 +4%
Jane Street
16
Jane Street
New York
$49.3M +$10.8M +469,148 +25%
JP Morgan Chase
17
JP Morgan Chase
New York
$48.8M +$12.8M +552,268 +31%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$39.7M +$10.3M +445,214 +31%
Bessemer Group
19
Bessemer Group
New Jersey
$39.3M +$42.9M +1,859,067 +1,487,254%
Parallax Volatility Advisers
20
Parallax Volatility Advisers
California
$28.3M +$9.35M +404,932 +43%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$26.8M -$165M -7,122,770 -85%
BCM
22
Bluefin Capital Management
New York
$26.5M +$29M +1,254,475 New
PI
23
Putnam Investments
Massachusetts
$24.3M -$7.52M -325,500 -22%
BIT
24
BlackRock Institutional Trust
California
$23.8M +$24.5M +1,061,293 +1,593%
MIG
25
Mariner Investment Group
New York
$21.6M +$23.6M +1,021,500 New

GDX Hedge Fund Activity: Q4 2013 in Review

308 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in VanEck Gold Miners ETF (GDX) for Q4 2013, worth a combined $4B — down 8.7% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of GDX and 79 opened new positions — a net loss of 12 holders — while 99 trimmed existing stakes and 90 added.

The largest buyer was Deutsche Bank, adding an estimated $704M. The largest seller was Credit Suisse, cutting an estimated $301M.

  • 308 institutional investors held VanEck Gold Miners ETF (GDX) as of Q4 2013, down from 323 in Q3 2013.
  • Funds reported $4B of VanEck Gold Miners ETF stock for Q4 2013, down 8.7% quarter-over-quarter.
  • 79 funds opened new VanEck Gold Miners ETF positions in Q4 2013 and 91 closed out, a net change of -12 holders.
  • The largest VanEck Gold Miners ETF buyer in Q4 2013 was Deutsche Bank, an estimated $704M added.
  • The largest VanEck Gold Miners ETF seller in Q4 2013 was Credit Suisse, an estimated $301M sold.

Based on aggregated 13F filings for Q4 2013.