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NAK

Northern Dynasty Minerals

89 hedge funds and large institutions have $50M invested in Northern Dynasty Minerals in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

5% more funds holding

Funds holding: 8589 (+4)

1.76% more ownership

Funds ownership: 8.33%10.09% (+1.8%)

9% less capital invested

Capital invested by funds: $55.1M → $50M (-$5.04M)

17% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $3.65M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
30
Reduced
17
Closed
22
Calls
$3.02M
Puts
$3.65M
Net Calls
-$631K
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
KGI
1
Kopernik Global Investors
Florida
$21.2M +$9.6M +6,985,536 +48%
Russell Investments Group
2
Russell Investments Group
United Kingdom
$9.91M +$3.47M +2,521,335 +33%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.58M +$2.35M +1,708,518 +184%
UBS Group
4
UBS Group
Switzerland
$1.71M -$232K -168,938 -9%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$1.5M +$542K +394,103 +35%
SEI Investments
6
SEI Investments
Pennsylvania
$1.39M +$643K +468,191 +49%
Group One Trading
7
Group One Trading
Illinois
$1.24M +$795K +578,537 +85%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$1.15M +$1.37M +997,943 +3,143%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.09M +$1.53M +1,113,661 New
Invesco
10
Invesco
Georgia
$1.05M +$1.48M +1,075,500 New
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$812K +$74.4K +54,116 +7%
Deutsche Bank
12
Deutsche Bank
Germany
$676K +$784K +570,233 +478%
VF
13
Virtu Financial
New York
$569K +$511K +371,877 +178%
GF
14
Gabelli Funds
New York
$468K
SKK
15
Shepherd Kaplan Krochuk
Massachusetts
$457K +$21.7K +15,800 +4%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$392K -$9.2K -6,692 -2%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$364K +$514K +374,349 New
GC
18
Grimes & Company
Massachusetts
$363K +$19.9K +14,450 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$328K +$87.8K +63,911 +24%
Simplex Trading
20
Simplex Trading
Illinois
$322K +$67.1K +48,825 +17%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$295K +$414K +301,300 New
MHS
22
M Holdings Securities
Oregon
$252K -$254K -185,000 -42%
CA
23
Cetera Advisors
Colorado
$149K +$27.5K +20,000 +15%
Wells Fargo
24
Wells Fargo
California
$139K
Bank of America
25
Bank of America
North Carolina
$136K +$189K +137,554 +10,581%

NAK Hedge Fund Activity: Q3 2020 in Review

89 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Northern Dynasty Minerals (NAK) for Q3 2020, worth a combined $50M — down 9.2% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NAK positions and 22 closed out — a net gain of 4 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Kopernik Global Investors, adding an estimated $9.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.88M sold.

  • 89 institutional investors held Northern Dynasty Minerals (NAK) as of Q3 2020, up from 85 in Q2 2020.
  • Funds reported $50M of Northern Dynasty Minerals stock for Q3 2020, down 9.2% quarter-over-quarter.
  • 26 funds opened new Northern Dynasty Minerals positions in Q3 2020 and 22 closed out, a net change of +4 holders.
  • The largest Northern Dynasty Minerals buyer in Q3 2020 was Kopernik Global Investors, an estimated $9.6M added.
  • The largest Northern Dynasty Minerals seller in Q3 2020 was Wellington Management Group, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2020.