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Harmony Gold Mining

93 hedge funds and large institutions have $203M invested in Harmony Gold Mining in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.12% less ownership

Funds ownership: 31.22%26.09% (-5.1%)

14% less funds holding

Funds holding: 10893 (-15)

39% less capital invested

Capital invested by funds: $332M → $203M (-$129M)

64% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 22

64% less call options, than puts

Call options by funds: $455K | Put options by funds: $1.26M

Holders
93
Holders Change
-15
Holders Change %
-13.89%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
34
Reduced
32
Closed
22
Calls
$455K
Puts
$1.26M
Net Calls
-$804K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$90.3M +$7.93M +4,243,563 +8%
LIM
2
Lingotto Investment Management
United Kingdom
$19.4M +$2.85M +1,525,303 +14%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.4M -$388K -207,483 -2%
Deutsche Bank
4
Deutsche Bank
Germany
$6.38M -$1.32M -704,267 -15%
Morgan Stanley
5
Morgan Stanley
New York
$6.31M +$1.27M +680,687 +20%
UBS Group
6
UBS Group
Switzerland
$6.05M +$1.33M +709,704 +22%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$5.58M -$186K -99,490 -3%
AA
8
ALPS Advisors
Colorado
$4.92M -$1.2M -640,538 -17%
BlackRock
9
BlackRock
New York
$4.32M -$1.09M -582,990 -17%
CS
10
Credit Suisse
Switzerland
$4.08M -$6.18M -3,304,659 -56%
Wells Fargo
11
Wells Fargo
California
$4.07M +$1.4M +746,337 +40%
RL
12
Ruffer LLP
United Kingdom
$4.03M +$2.71M +1,450,000 +129%
Renaissance Technologies
13
Renaissance Technologies
New York
$3.11M +$2.36M +1,263,100 +173%
FIM
14
Freedom Investment Management
Connecticut
$3.04M -$3.38M -1,805,845 -48%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.57M -$1.48M -791,874 -32%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$2.33M +$2.79M +1,491,112 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$2.26M -$18.7K -10,000 -0.7%
CA
18
Commerzbank Aktiengesellschaft
Germany
$2.05M +$245K +131,285 +11%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.97M +$685K +366,161 +41%
Jane Street
20
Jane Street
New York
$1.18M +$401K +214,336 +40%
GF
21
Gabelli Funds
New York
$1.17M
USGIU
22
U.S. Global Investors (USGI)
Texas
$1.14M +$1.02M +544,879 +293%
Allianz Asset Management
23
Allianz Asset Management
Germany
$1.12M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.07M +$1.26M +672,563 +6,411%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$999K +$280K +149,720 +31%

HMY Hedge Fund Activity: Q2 2018 in Review

93 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Harmony Gold Mining (HMY) for Q2 2018, worth a combined $203M — down 39% from $332M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of HMY and 8 opened new positions — a net loss of 14 holders — while 32 trimmed existing stakes and 34 added.

The largest buyer was VanEck Associates, adding an estimated $7.93M. The largest seller was DZ Bank, exiting entirely with an estimated $6.3M sold.

  • 93 institutional investors held Harmony Gold Mining (HMY) as of Q2 2018, down from 108 in Q1 2018.
  • Funds reported $203M of Harmony Gold Mining stock for Q2 2018, down 39% quarter-over-quarter.
  • 8 funds opened new Harmony Gold Mining positions in Q2 2018 and 22 closed out, a net change of -14 holders.
  • The largest Harmony Gold Mining buyer in Q2 2018 was VanEck Associates, an estimated $7.93M added.
  • The largest Harmony Gold Mining seller in Q2 2018 was DZ Bank, an estimated $6.3M sold.

Based on aggregated 13F filings for Q2 2018.