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VanEck Junior Gold Miners ETF

143 hedge funds and large institutions have $686M invested in VanEck Junior Gold Miners ETF in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more capital invested

Capital invested by funds: $309M → $686M (+$377M)

96% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

17% more funds holding

Funds holding: 122143 (+21)

11.48% more ownership

Funds ownership: 22.07%33.55% (+11%)

13% less call options, than puts

Call options by funds: $131M | Put options by funds: $151M

Holders
143
Holders Change
+21
Holders Change %
+17.21%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
45
Increased
41
Reduced
29
Closed
23
Calls
$131M
Puts
$151M
Net Calls
-$19.9M
Net Calls Change
+$86.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$71.3M +$75.7M +1,966,184 +31,324%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$70.7M +$75.4M +1,956,976 New
SAC
3
Smith Affiliated Capital
New York
$63.8M
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$43.6M +$36.5M +948,236 +384%
Morgan Stanley
5
Morgan Stanley
New York
$43.4M +$20.4M +529,669 +79%
CS
6
Credit Suisse
Switzerland
$40.8M +$35M +909,347 +417%
Wells Fargo
7
Wells Fargo
California
$26.2M +$2.71M +70,355 +11%
JAM
8
Jupiter Asset Management
United Kingdom
$23.7M +$25.2M +655,365 New
SFM
9
Soros Fund Management
New York
$21.8M +$1.28M +33,201 +6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.5M -$963K -25,015 -5%
U
11
UBS
Switzerland
$17.2M -$868K -22,540 -5%
RL
12
Ruffer LLP
United Kingdom
$15.3M +$11.8M +306,903 +263%
Rafferty Asset Management
13
Rafferty Asset Management
New York
$14.1M +$11.8M +307,633 +367%
Deutsche Bank
14
Deutsche Bank
Germany
$12.2M +$11M +284,487 +553%
SI
15
Sprott Inc
Ontario, Canada
$12M +$4.24M +110,000 +49%
OAM
16
Oxford Asset Management
United Kingdom
$11.5M +$12.2M +317,911 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9.81M +$5.09M +132,106 +95%
COI
18
Connable Office Inc
Michigan
$8.47M +$416K +10,800 +5%
LMIM
19
Lockheed Martin Investment Management
Maryland
$7.34M +$7.52M +195,400 +2,641%
PI
20
Putnam Investments
Massachusetts
$7.02M +$7.48M +194,350 New
LPL Financial
21
LPL Financial
California
$6.53M +$3.05M +79,181 +78%
QIM
22
Quantitative Investment Management
Virginia
$5.79M +$6.16M +160,000 New
RCIM
23
Russell Clark Investment Management
United Kingdom
$5.6M +$5.96M +154,700 New
Bank of America
24
Bank of America
North Carolina
$5.59M -$1.86M -48,407 -24%
American Century Companies
25
American Century Companies
Missouri
$4.98M +$5.31M +137,877 New

GDXJ Hedge Fund Activity: Q1 2014 in Review

143 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in VanEck Junior Gold Miners ETF (GDXJ) for Q1 2014, worth a combined $686M — up 122% from $309M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new GDXJ positions and 23 closed out — a net gain of 22 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Citigroup, adding an estimated $75.7M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $14.3M sold.

  • 143 institutional investors held VanEck Junior Gold Miners ETF (GDXJ) as of Q1 2014, up from 122 in Q4 2013.
  • Funds reported $686M of VanEck Junior Gold Miners ETF stock for Q1 2014, up 122% quarter-over-quarter.
  • 45 funds opened new VanEck Junior Gold Miners ETF positions in Q1 2014 and 23 closed out, a net change of +22 holders.
  • The largest VanEck Junior Gold Miners ETF buyer in Q1 2014 was Citigroup, an estimated $75.7M added.
  • The largest VanEck Junior Gold Miners ETF seller in Q1 2014 was Oxbow Advisors, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2014.