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NAK

Northern Dynasty Minerals

95 hedge funds and large institutions have $73.3M invested in Northern Dynasty Minerals in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

23% more funds holding

Funds holding: 7795 (+18)

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

11% more capital invested

Capital invested by funds: $65.9M → $73.3M (+$7.45M)

1.51% more ownership

Funds ownership: 12.05%13.56% (+1.5%)

9% more call options, than puts

Call options by funds: $4.08M | Put options by funds: $3.75M

Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
24
Reduced
20
Closed
7
Calls
$4.08M
Puts
$3.75M
Net Calls
+$335K
Net Calls Change
-$968K
Name Holding Trade Value Shares
Change
Change in
Stake
VOAM
1
Vertex One Asset Management
British Columbia, Canada
$10.1M +$396K +200,000 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$9.77M +$3.22M +1,628,898 +42%
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$5.97M +$1.93M +974,429 +41%
Russell Investments Group
4
Russell Investments Group
United Kingdom
$5.92M -$109K -55,320 -2%
KGI
5
Kopernik Global Investors
Florida
$5.47M
APCM
6
Arbiter Partners Capital Management
New York
$3.32M -$29.7K -15,000 -0.8%
Morgan Stanley
7
Morgan Stanley
New York
$3.13M -$118K -59,710 -3%
Jennison Associates
8
Jennison Associates
New York
$3.12M
O
9
OppenheimerFunds
New York
$2.35M +$79.2K +40,000 +3%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$2.21M +$197K +99,522 +9%
USAA
11
United Services Automobile Association
Texas
$2.13M +$7.13K +3,600 +0.3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.85M +$595K +300,408 +40%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$1.66M -$401K -202,427 -18%
UBS Group
14
UBS Group
Switzerland
$1.64M -$420K -212,050 -19%
Millennium Management
15
Millennium Management
New York
$1.63M -$395K -199,758 -18%
Creative Planning
16
Creative Planning
Kansas
$1.58M +$1M +506,900 +132%
Goldman Sachs
17
Goldman Sachs
New York
$1.01M +$116K +58,685 +11%
OAM
18
Oxford Asset Management
United Kingdom
$900K +$979K +494,525 New
SP
19
Steelhead Partners
Washington
$885K
Swiss National Bank
20
Swiss National Bank
Switzerland
$831K +$922K +465,900 New
GGHC
21
Gilder Gagnon Howe & Co
New York
$807K -$27.2K -13,738 -3%
Group One Trading
22
Group One Trading
Illinois
$777K -$276K -139,564 -24%
Renaissance Technologies
23
Renaissance Technologies
New York
$703K -$137K -69,300 -15%
CAIMH
24
Central Asset Investments & Management Holdings
Hong Kong
$578K +$334K +168,700 +107%
Citadel Advisors
25
Citadel Advisors
Florida
$553K +$262K +132,168 +73%

NAK Hedge Fund Activity: Q4 2017 in Review

95 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Northern Dynasty Minerals (NAK) for Q4 2017, worth a combined $73.3M — up 11% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NAK positions and 7 closed out — a net gain of 18 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $3.22M. The largest seller was UBS Group, cutting an estimated $420K.

  • 95 institutional investors held Northern Dynasty Minerals (NAK) as of Q4 2017, up from 77 in Q3 2017.
  • Funds reported $73.3M of Northern Dynasty Minerals stock for Q4 2017, up 11% quarter-over-quarter.
  • 25 funds opened new Northern Dynasty Minerals positions in Q4 2017 and 7 closed out, a net change of +18 holders.
  • The largest Northern Dynasty Minerals buyer in Q4 2017 was Wellington Management Group, an estimated $3.22M added.
  • The largest Northern Dynasty Minerals seller in Q4 2017 was UBS Group, an estimated $420K sold.

Based on aggregated 13F filings for Q4 2017.