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Kinross Gold

248 hedge funds and large institutions have $2.6B invested in Kinross Gold in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

5% more funds holding

Funds holding: 236248 (+12)

5% more capital invested

Capital invested by funds: $2.48B → $2.6B (+$117M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 76

1.14% less ownership

Funds ownership: 61.53%60.38% (-1.1%)

40% less call options, than puts

Call options by funds: $6.26M | Put options by funds: $10.4M

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
5.37%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
35
Increased
71
Reduced
76
Closed
21
Calls
$6.26M
Puts
$10.4M
Net Calls
-$4.15M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$605M -$36.3M -10,895,101 -6%
RL
2
Ruffer LLP
United Kingdom
$224M -$6.08M -1,823,759 -3%
Renaissance Technologies
3
Renaissance Technologies
New York
$202M +$10.1M +3,028,573 +5%
DSC
4
Donald Smith & Co
New York
$161M -$7.53M -2,258,463 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$124M +$1.37M +411,573 +1%
AGA
6
Altrinsic Global Advisors
Connecticut
$82.2M -$1.03M -309,216 -1%
AQR Capital Management
7
AQR Capital Management
Connecticut
$58.9M -$1.71M -513,476 -3%
Morgan Stanley
8
Morgan Stanley
New York
$57M +$36.3M +10,893,213 +191%
Norges Bank
9
Norges Bank
Norway
$55M +$3.91M +1,171,505 +8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$47.7M +$2.49M +746,835 +6%
Deutsche Bank
11
Deutsche Bank
Germany
$44.3M +$5.02M +1,505,566 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$42.4M -$5.04M -1,510,490 -11%
Ninety One (UK)
13
Ninety One (UK)
United Kingdom
$38.2M -$9.82M -2,945,034 -21%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$37.6M +$1.46M +437,774 +4%
Swiss National Bank
15
Swiss National Bank
Switzerland
$33.9M +$929K +278,600 +3%
PCP
16
Polunin Capital Partners
United Kingdom
$32.7M +$31.7M +9,500,008 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$32.1M -$12.9M -3,863,046 -29%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$31.4M -$3.05M -913,811 -9%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$31.3M +$2.8M +838,351 +10%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$27.8M -$252K -75,500 -1%
Invesco
21
Invesco
Georgia
$25.9M -$8.68M -2,601,619 -26%
OAMG
22
Odey Asset Management Group
United Kingdom
$24.7M +$5.6M +1,678,770 +31%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$24.6M -$7.3M -2,187,500 -23%
CIM
24
Contrarius Investment Management
Jersey
$24.3M -$18.1M -5,433,113 -43%
TAM
25
Tocqueville Asset Management
New York
$23.6M +$848K +254,100 +4%

KGC Hedge Fund Activity: Q1 2019 in Review

248 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Kinross Gold (KGC) for Q1 2019, worth a combined $2.6B — up 4.7% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new KGC positions and 21 closed out — a net gain of 14 holders — while 71 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.3M. The largest seller was VanEck Associates, cutting an estimated $36.3M.

  • 248 institutional investors held Kinross Gold (KGC) as of Q1 2019, up from 236 in Q4 2018.
  • Funds reported $2.6B of Kinross Gold stock for Q1 2019, up 4.7% quarter-over-quarter.
  • 35 funds opened new Kinross Gold positions in Q1 2019 and 21 closed out, a net change of +14 holders.
  • The largest Kinross Gold buyer in Q1 2019 was Morgan Stanley, an estimated $36.3M added.
  • The largest Kinross Gold seller in Q1 2019 was VanEck Associates, an estimated $36.3M sold.

Based on aggregated 13F filings for Q1 2019.