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VanEck Gold Miners ETF

349 hedge funds and large institutions have $4.29B invested in VanEck Gold Miners ETF in 2014 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 109 increasing their positions, 100 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 47

48% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $901M

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

13% more funds holding

Funds holding: 308349 (+41)

7% more capital invested

Capital invested by funds: $4B → $4.29B (+$288M)

9% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 100

4.9% less ownership

Funds ownership: 60.05%55.15% (-4.9%)

Holders
349
Holders Change
+41
Holders Change %
+13.31%
% of All Funds
10.08%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.64%
New
92
Increased
109
Reduced
100
Closed
47
Calls
$1.34B
Puts
$901M
Net Calls
+$435M
Net Calls Change
+$359M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$785M -$423M -17,217,068 -34%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$341M +$107M +4,366,673 +43%
CS
3
Credit Suisse
Switzerland
$326M +$86.1M +3,504,919 +34%
UIM
4
USS Investment Management
United Kingdom
$236M +$40.3M +1,642,000 +20%
GC
5
Greenlight Capital
New York
$204M -$3.51M -143,000 -2%
Morgan Stanley
6
Morgan Stanley
New York
$139M -$90.9M -3,702,283 -39%
Rafferty Asset Management
7
Rafferty Asset Management
New York
$131M +$17.6M +717,777 +15%
GC
8
Guggenheim Capital
Illinois
$121M
DCM
9
Discovery Capital Management
Connecticut
$116M +$121M +4,917,072 New
Jane Street
10
Jane Street
New York
$113M +$60.1M +2,447,668 +105%
BA
11
BlackRock Advisors
Delaware
$106M -$36.6M -1,491,703 -25%
MAM
12
Marketfield Asset Management
New York
$99.9M +$104M +4,231,885 New
JP Morgan Chase
13
JP Morgan Chase
New York
$83.8M +$30.4M +1,237,997 +54%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$83.2M +$53.6M +2,183,170 +172%
JAM
15
Jupiter Asset Management
United Kingdom
$72.4M +$75M +3,054,946 +22,983%
U
16
UBS
Switzerland
$72.1M +$16.7M +678,260 +29%
Wells Fargo
17
Wells Fargo
California
$71M +$10.9M +443,491 +17%
Bank of America
18
Bank of America
North Carolina
$70.9M -$25.8M -1,050,172 -26%
Citigroup
19
Citigroup
New York
$70.7M -$174M -7,098,910 -70%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$59.9M +$39.2M +1,595,904 +170%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$55M +$11M +449,067 +24%
CA
22
Commerzbank Aktiengesellschaft
Germany
$33.1M +$21.4M +871,952 +165%
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$31.1M -$509K -20,714 -2%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$29.4M -$237M -9,640,616 -89%
BC
25
Brinker Capital
Pennsylvania
$29.4M +$30.6M +1,244,427 New

GDX Hedge Fund Activity: Q1 2014 in Review

349 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in VanEck Gold Miners ETF (GDX) for Q1 2014, worth a combined $4.29B — up 7.2% from $4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new GDX positions and 47 closed out — a net gain of 45 holders — while 109 added to existing stakes and 100 trimmed.

The largest buyer was Discovery Capital Management, opening a new position worth an estimated $121M. The largest seller was Deutsche Bank, cutting an estimated $423M.

  • 349 institutional investors held VanEck Gold Miners ETF (GDX) as of Q1 2014, up from 308 in Q4 2013.
  • Funds reported $4.29B of VanEck Gold Miners ETF stock for Q1 2014, up 7.2% quarter-over-quarter.
  • 92 funds opened new VanEck Gold Miners ETF positions in Q1 2014 and 47 closed out, a net change of +45 holders.
  • The largest VanEck Gold Miners ETF buyer in Q1 2014 was Discovery Capital Management, an estimated $121M added.
  • The largest VanEck Gold Miners ETF seller in Q1 2014 was Deutsche Bank, an estimated $423M sold.

Based on aggregated 13F filings for Q1 2014.