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ArcelorMittal

197 hedge funds and large institutions have $1.01B invested in ArcelorMittal in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

4% more funds holding

Funds holding: 190197 (+7)

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

0.51% less ownership

Funds ownership: 4.81%4.31% (-0.51%)

19% less capital invested

Capital invested by funds: $1.25B → $1.01B (-$241M)

35% less call options, than puts

Call options by funds: $79M | Put options by funds: $122M

Holders
197
Holders Change
+7
Holders Change %
+3.68%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
64
Reduced
62
Closed
30
Calls
$79M
Puts
$122M
Net Calls
-$43.1M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$107M -$6.05M -220,338 -5%
Two Sigma Investments
2
Two Sigma Investments
New York
$90.4M +$38.1M +1,385,434 +72%
BlackRock
3
BlackRock
New York
$84.3M +$29.1M +1,057,836 +52%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$78.9M +$10.3M +376,000 +15%
ClearBridge Investments
5
ClearBridge Investments
New York
$74.2M -$19.3M -702,970 -21%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$62.3M +$60.9M +2,214,885 New
Marshall Wace
7
Marshall Wace
United Kingdom
$48.5M +$37.1M +1,349,018 +317%
Renaissance Technologies
8
Renaissance Technologies
New York
$42.3M -$838K -30,486 -2%
Morgan Stanley
9
Morgan Stanley
New York
$39.2M -$18.7M -682,218 -32%
HF
10
HRT Financial
New York
$28.2M +$28.3M +1,031,038 New
Goldman Sachs
11
Goldman Sachs
New York
$24.9M +$2.82M +102,462 +13%
TC
12
Towle & Co
Colorado
$18.8M +$18.2M +662,240 +2,788%
Voloridge Investment Management
13
Voloridge Investment Management
Florida
$17.9M +$1.26M +46,015 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17.4M +$572K +20,806 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$16.2M +$1.24M +45,055 +8%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$12.5M +$10.1M +367,948 +406%
Bank of America
17
Bank of America
North Carolina
$12.1M +$119K +4,331 +1%
KL
18
KGH Ltd
Bahamas
$11.8M +$6.18M +225,000 +109%
Optiver Holding
19
Optiver Holding
Netherlands
$11.4M -$3.21M -116,726 -22%
WMSA
20
Weiss Multi-Strategy Advisers
New York
$11.2M +$11.3M +411,290 New
Northern Trust
21
Northern Trust
Illinois
$10.3M -$196K -7,126 -2%
Capital Fund Management (CFM)
22
Capital Fund Management (CFM)
France
$9.62M +$2.83M +102,962 +41%
CSS
23
Cubist Systematic Strategies
Connecticut
$9.59M +$2.76M +100,590 +40%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$9.2M -$1.64M -59,512 -15%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$7.52M -$265K -9,647 -3%

MT Hedge Fund Activity: Q2 2023 in Review

197 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ArcelorMittal (MT) for Q2 2023, worth a combined $1.01B — down 19% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MT positions and 30 closed out — a net gain of 7 holders — while 64 added to existing stakes and 62 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $60.9M. The largest seller was GQG Partners, exiting entirely with an estimated $142M sold.

  • 197 institutional investors held ArcelorMittal (MT) as of Q2 2023, up from 190 in Q1 2023.
  • Funds reported $1.01B of ArcelorMittal stock for Q2 2023, down 19% quarter-over-quarter.
  • 37 funds opened new ArcelorMittal positions in Q2 2023 and 30 closed out, a net change of +7 holders.
  • The largest ArcelorMittal buyer in Q2 2023 was Bank of Montreal, an estimated $60.9M added.
  • The largest ArcelorMittal seller in Q2 2023 was GQG Partners, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2023.