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Gold Fields

152 hedge funds and large institutions have $841M invested in Gold Fields in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $8.44M

12% more capital invested

Capital invested by funds: $750M → $841M (+$91.5M)

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

0.81% less ownership

Funds ownership: 30.39%29.59% (-0.81%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 157152 (-5)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
4.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
51
Reduced
50
Closed
23
Calls
$12.1M
Puts
$8.44M
Net Calls
+$3.62M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$228M +$7.67M +2,082,825 +3%
VanEck Associates
2
VanEck Associates
New York
$146M -$13.2M -3,581,719 -8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$90.4M +$3.24M +880,527 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$45.3M +$44.1M +11,969,844 +4,032%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$28.6M +$75.9K +20,600 +0.3%
PC
6
Paulson & Co
New York
$24.1M
SVG
7
Sun Valley Gold
Idaho
$18.9M +$15.7M +4,272,300 +508%
O
8
OppenheimerFunds
New York
$17.9M +$17.9M +4,862,220 New
USAA
9
United Services Automobile Association
Texas
$17M
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$14.5M -$213K -57,700 -1%
Credit Agricole
11
Credit Agricole
France
$14.3M +$692K +187,865 +5%
BlackRock
12
BlackRock
New York
$13M -$563K -152,690 -4%
PP
13
Prospector Partners
Connecticut
$10.7M -$606K -164,600 -5%
Two Sigma Investments
14
Two Sigma Investments
New York
$9.52M -$8.24M -2,237,306 -46%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$9.26M -$1.29M -351,000 -12%
Wells Fargo
16
Wells Fargo
California
$8.38M -$1.99M -538,854 -19%
Bank of America
17
Bank of America
North Carolina
$7.71M -$1.05M -285,604 -12%
Millennium Management
18
Millennium Management
New York
$7.52M +$6.09M +1,651,895 +429%
GF
19
Gabelli Funds
New York
$7.43M -$6.46M -1,754,200 -47%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$5.93M -$2.42M -656,400 -29%
BG
21
BlackRock Group
United Kingdom
$5.43M -$4.97M -1,349,190 -48%
Morgan Stanley
22
Morgan Stanley
New York
$5.42M -$2.42M -658,087 -31%
RA
23
Royce & Associates
New York
$5.38M +$3.8M +1,030,000 +240%
Goldman Sachs
24
Goldman Sachs
New York
$5.29M +$2.35M +637,863 +80%
VDBMI
25
Van Den Berg Management I
Texas
$5.03M +$4.97M +1,347,880 +8,224%

GFI Hedge Fund Activity: Q1 2014 in Review

152 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Gold Fields (GFI) for Q1 2014, worth a combined $841M — up 12% from $750M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of GFI and 22 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 51 added.

The largest buyer was Wellington Management Group, adding an estimated $44.1M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $50.7M sold.

  • 152 institutional investors held Gold Fields (GFI) as of Q1 2014, down from 157 in Q4 2013.
  • Funds reported $841M of Gold Fields stock for Q1 2014, up 12% quarter-over-quarter.
  • 22 funds opened new Gold Fields positions in Q1 2014 and 23 closed out, a net change of -1 holder.
  • The largest Gold Fields buyer in Q1 2014 was Wellington Management Group, an estimated $44.1M added.
  • The largest Gold Fields seller in Q1 2014 was T. Rowe Price Associates, an estimated $50.7M sold.

Based on aggregated 13F filings for Q1 2014.