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VanEck Junior Gold Miners ETF

153 hedge funds and large institutions have $778M invested in VanEck Junior Gold Miners ETF in 2014 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

8% more funds holding

Funds holding: 142153 (+11)

7% more call options, than puts

Call options by funds: $160M | Put options by funds: $150M

1.53% less ownership

Funds ownership: 52.82%51.3% (-1.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

35% less capital invested

Capital invested by funds: $1.19B → $778M (-$411M)

Holders
153
Holders Change
+11
Holders Change %
+7.75%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
48
Increased
41
Reduced
36
Closed
33
Calls
$160M
Puts
$150M
Net Calls
+$10.2M
Net Calls Change
+$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$155M +$38.6M +1,402,678 +28%
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$103M +$71.9M +2,611,760 +153%
Morgan Stanley
3
Morgan Stanley
New York
$53.5M -$83.3M -3,027,239 -58%
CS
4
Credit Suisse
Switzerland
$50.9M -$54.3M -1,974,334 -48%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$37.6M -$60.8M -2,208,331 -58%
UBS Group
6
UBS Group
Switzerland
$37M +$42.6M +1,547,332 New
CS
7
Candriam SCA
Luxembourg
$29.1M +$33.5M +1,216,950 New
Citigroup
8
Citigroup
New York
$26M -$3.27M -119,008 -10%
COPPSERS
9
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.6M +$28.2M +1,026,078 New
SG Americas Securities
10
SG Americas Securities
New York
$22.8M +$25.5M +926,397 +3,763%
VDBMI
11
Van Den Berg Management I
Texas
$18.8M +$20.2M +732,882 +1,394%
JAM
12
Jupiter Asset Management
United Kingdom
$15.1M -$16.6K -602 -0.1%
BCM
13
BlueCrest Capital Management
Jersey
$14M +$14.9M +542,655 +1,270%
Wells Fargo
14
Wells Fargo
California
$11.2M -$2.02M -73,564 -14%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$11M +$111K +4,024 +0.9%
Bank of America
16
Bank of America
North Carolina
$10.7M +$3.49M +127,022 +40%
Goldman Sachs
17
Goldman Sachs
New York
$10M -$1.3M -47,233 -10%
LPL Financial
18
LPL Financial
California
$8.57M +$2.76M +100,205 +39%
OAM
19
Oxford Asset Management
United Kingdom
$6.89M
Rafferty Asset Management
20
Rafferty Asset Management
New York
$6.49M -$45.2M -1,641,811 -86%
RL
21
Ruffer LLP
United Kingdom
$6.32M +$52.3K +1,902 +0.7%
PMAM
22
Picton Mahoney Asset Management
Ontario, Canada
$5.19M +$5.96M +216,751 New
PI
23
Putnam Investments
Massachusetts
$5.04M -$4.97M -180,500 -46%
Barclays
24
Barclays
United Kingdom
$4.85M +$3.9M +141,640 +205%
KPF
25
K2 Principal Fund
Ontario, Canada
$4.78M +$5.5M +199,833 New

GDXJ Hedge Fund Activity: Q4 2014 in Review

153 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in VanEck Junior Gold Miners ETF (GDXJ) for Q4 2014, worth a combined $778M — down 35% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new GDXJ positions and 33 closed out — a net gain of 15 holders — while 41 added to existing stakes and 36 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $71.9M. The largest seller was Morgan Stanley, cutting an estimated $83.3M.

  • 153 institutional investors held VanEck Junior Gold Miners ETF (GDXJ) as of Q4 2014, up from 142 in Q3 2014.
  • Funds reported $778M of VanEck Junior Gold Miners ETF stock for Q4 2014, down 35% quarter-over-quarter.
  • 48 funds opened new VanEck Junior Gold Miners ETF positions in Q4 2014 and 33 closed out, a net change of +15 holders.
  • The largest VanEck Junior Gold Miners ETF buyer in Q4 2014 was BNP Paribas Financial Markets, an estimated $71.9M added.
  • The largest VanEck Junior Gold Miners ETF seller in Q4 2014 was Morgan Stanley, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2014.