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Harmony Gold Mining

108 hedge funds and large institutions have $332M invested in Harmony Gold Mining in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

55% more capital invested

Capital invested by funds: $214M → $332M (+$118M)

13% more funds holding

Funds holding: 96108 (+12)

5.49% more ownership

Funds ownership: 25.73%31.22% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

40% less call options, than puts

Call options by funds: $842K | Put options by funds: $1.41M

Holders
108
Holders Change
+12
Holders Change %
+12.5%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
28
Reduced
38
Closed
10
Calls
$842K
Puts
$1.41M
Net Calls
-$566K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$128M +$7.62M +3,828,198 +8%
LIM
2
Lingotto Investment Management
United Kingdom
$26.1M +$17.9M +8,978,862 +467%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$22.5M -$274K -137,615 -1%
CS
4
Credit Suisse
Switzerland
$14.2M -$320K -160,931 -3%
Deutsche Bank
5
Deutsche Bank
Germany
$11.5M +$7.96M +3,997,392 +501%
AA
6
ALPS Advisors
Colorado
$9.07M +$2.85M +1,433,058 +61%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$9M -$4.71M -2,363,089 -39%
FIM
8
Freedom Investment Management
Connecticut
$8.97M +$5.77M +2,897,848 +339%
Morgan Stanley
9
Morgan Stanley
New York
$8.04M -$2.25M -1,130,027 -25%
BlackRock
10
BlackRock
New York
$8.02M -$8.82M -4,432,098 -57%
UBS Group
11
UBS Group
Switzerland
$7.58M +$330K +165,618 +6%
DZ Bank
12
DZ Bank
Germany
$6.3M +$5.25M +2,635,000 New
Wellington Management Group
13
Wellington Management Group
Massachusetts
$5.86M +$4.88M +2,450,200 New
JP Morgan Chase
14
JP Morgan Chase
New York
$5.83M +$4.86M +2,439,372 New
Goldman Sachs
15
Goldman Sachs
New York
$4.73M +$2.1M +1,052,819 +114%
Millennium Management
16
Millennium Management
New York
$4.63M -$1.32M -660,442 -25%
Wells Fargo
17
Wells Fargo
California
$4.45M +$318K +159,932 +9%
Man Group
18
Man Group
United Kingdom
$4.16M +$3.47M +1,741,647 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$3.49M
CA
20
Commerzbank Aktiengesellschaft
Germany
$2.83M +$642K +322,342 +37%
RL
21
Ruffer LLP
United Kingdom
$2.78M
SFI
22
Susquehanna Fundamental Investments
Pennsylvania
$2.23M +$1.86M +933,000 New
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.15M +$1.62M +812,788 +957%
Two Sigma Investments
24
Two Sigma Investments
New York
$1.86M +$1.31M +660,141 +549%
GF
25
Gabelli Funds
New York
$1.79M +$1.49M +750,000 New

HMY Hedge Fund Activity: Q1 2018 in Review

108 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Harmony Gold Mining (HMY) for Q1 2018, worth a combined $332M — up 55% from $214M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HMY positions and 10 closed out — a net gain of 13 holders — while 28 added to existing stakes and 38 trimmed.

The largest buyer was Lingotto Investment Management, adding an estimated $17.9M. The largest seller was BlackRock, cutting an estimated $8.82M.

  • 108 institutional investors held Harmony Gold Mining (HMY) as of Q1 2018, up from 96 in Q4 2017.
  • Funds reported $332M of Harmony Gold Mining stock for Q1 2018, up 55% quarter-over-quarter.
  • 23 funds opened new Harmony Gold Mining positions in Q1 2018 and 10 closed out, a net change of +13 holders.
  • The largest Harmony Gold Mining buyer in Q1 2018 was Lingotto Investment Management, an estimated $17.9M added.
  • The largest Harmony Gold Mining seller in Q1 2018 was BlackRock, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2018.