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ArcelorMittal

191 hedge funds and large institutions have $1.06B invested in ArcelorMittal in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

19% more call options, than puts

Call options by funds: $163M | Put options by funds: $137M

16% more capital invested

Capital invested by funds: $912M → $1.06B (+$149M)

4% more funds holding

Funds holding: 184191 (+7)

0.11% more ownership

Funds ownership: 4.27%4.38% (+0.11%)

22% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 73

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
57
Reduced
73
Closed
28
Calls
$163M
Puts
$137M
Net Calls
+$25.8M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$120M +$82.9M +3,385,212 +397%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$102M -$6.2M -253,341 -7%
Morgan Stanley
3
Morgan Stanley
New York
$94.5M +$7.19M +293,812 +10%
BlackRock
4
BlackRock
New York
$88.4M -$14.3M -585,974 -16%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$79.2M +$915K +37,400 +1%
ClearBridge Investments
6
ClearBridge Investments
New York
$76.8M +$443K +18,099 +0.7%
KL
7
KGH Ltd
Bahamas
$66.7M +$46.9M +1,918,039 +444%
Two Sigma Investments
8
Two Sigma Investments
New York
$60.2M -$17.1M -698,562 -25%
Goldman Sachs
9
Goldman Sachs
New York
$23.8M +$1.64M +66,813 +9%
Marshall Wace
10
Marshall Wace
United Kingdom
$22.8M -$2.07M -84,448 -10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$21.4M +$2.42M +98,788 +15%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$20.2M +$3.37M +137,601 +24%
Voloridge Investment Management
13
Voloridge Investment Management
Florida
$18.6M +$894K +36,526 +6%
TC
14
Towle & Co
Colorado
$15.5M -$1.55M -63,400 -10%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$15M -$8.38M -342,496 -39%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$14.5M +$8.54M +348,899 +217%
Jane Street
17
Jane Street
New York
$14.3M +$8.56M +349,881 +227%
Bank of America
18
Bank of America
North Carolina
$11.7M +$705K +28,787 +8%
Capital Fund Management (CFM)
19
Capital Fund Management (CFM)
France
$11M -$494K -20,191 -5%
Northern Trust
20
Northern Trust
Illinois
$10.2M -$90.1K -3,680 -1%
MI
21
MMCAP International
Cayman Islands
$9.06M +$7.83M +320,000 New
CS
22
Credit Suisse
Switzerland
$8.86M -$5.12M -209,050 -40%
Optiver Holding
23
Optiver Holding
Netherlands
$8.04M -$12.1M -494,069 -64%
VanEck Associates
24
VanEck Associates
New York
$6.98M +$74.2K +3,031 +1%
Renaissance Technologies
25
Renaissance Technologies
New York
$6.97M -$19.2M -785,200 -76%

MT Hedge Fund Activity: Q4 2023 in Review

191 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ArcelorMittal (MT) for Q4 2023, worth a combined $1.06B — up 16% from $912M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MT positions and 28 closed out — a net gain of 10 holders — while 57 added to existing stakes and 73 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $82.9M. The largest seller was Bank of Montreal, cutting an estimated $23.8M.

  • 191 institutional investors held ArcelorMittal (MT) as of Q4 2023, up from 184 in Q3 2023.
  • Funds reported $1.06B of ArcelorMittal stock for Q4 2023, up 16% quarter-over-quarter.
  • 38 funds opened new ArcelorMittal positions in Q4 2023 and 28 closed out, a net change of +10 holders.
  • The largest ArcelorMittal buyer in Q4 2023 was Arrowstreet Capital, an estimated $82.9M added.
  • The largest ArcelorMittal seller in Q4 2023 was Bank of Montreal, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2023.