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Noble Corp

239 hedge funds and large institutions have $3.51B invested in Noble Corp in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 95 increasing their positions, 55 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 55

54% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 35

8% more funds holding

Funds holding: 221239 (+18)

8% more capital invested

Capital invested by funds: $3.26B → $3.51B (+$246M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0.18% less ownership

Funds ownership: 61.25%61.07% (-0.18%)

61% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $53.7M

Holders
239
Holders Change
+18
Holders Change %
+8.14%
% of All Funds
3.75%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.31%
New
54
Increased
95
Reduced
55
Closed
35
Calls
$21.2M
Puts
$53.7M
Net Calls
-$32.5M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$450M +$21.9M +570,004 +6%
BlackRock
2
BlackRock
New York
$302M +$42.7M +1,109,863 +18%
OAG
3
Orbis Allan Gray
Bermuda
$157M +$13.3M +345,488 +10%
ClearBridge Investments
4
ClearBridge Investments
New York
$123M +$16.8M +435,599 +17%
EIM
5
Elliott Investment Management
Florida
$118M
State Street
6
State Street
Massachusetts
$101M +$3.62M +93,935 +4%
Capital World Investors
7
Capital World Investors
California
$98.5M +$91.8M +2,383,652 New
VanEck Associates
8
VanEck Associates
New York
$96M -$20.6M -533,958 -19%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$89.1M +$9.26M +240,510 +13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$83.8M +$11.5M +299,380 +17%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$82.6M -$8.1M -210,400 -10%
CL
12
CSS LLC
Illinois
$78.8M -$6.74M -174,971 -8%
ACM
13
Alua Capital Management
New York
$63.8M
SG
14
Sourcerock Group
Colorado
$63.4M +$7.35M +191,024 +14%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$61.3M +$5.56M +144,363 +11%
Goldman Sachs
16
Goldman Sachs
New York
$58.6M -$1.81M -47,069 -3%
CFM
17
Coronation Fund Managers
South Africa
$58.1M +$4.46M +115,946 +9%
Principal Financial Group
18
Principal Financial Group
Iowa
$57.1M +$12.3M +319,664 +30%
SI
19
Scout Investments
Missouri
$57M +$1.48M +38,377 +4%
Northern Trust
20
Northern Trust
Illinois
$52.3M +$8.41M +218,309 +21%
Millennium Management
21
Millennium Management
New York
$50.5M +$8.38M +217,615 +22%
Marshall Wace
22
Marshall Wace
United Kingdom
$50M +$13.5M +349,928 +41%
OAM
23
Odey Asset Management
United Kingdom
$47.6M +$44.3M +1,151,328 New
CCA
24
Canyon Capital Advisors
Texas
$45.1M
SPC
25
Slate Path Capital
New York
$44M

NE Hedge Fund Activity: Q2 2023 in Review

239 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Noble Corp (NE) for Q2 2023, worth a combined $3.51B — up 7.5% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NE positions and 35 closed out — a net gain of 19 holders — while 95 added to existing stakes and 55 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $91.8M. The largest seller was Contrarius Investment Management, cutting an estimated $66.7M.

  • 239 institutional investors held Noble Corp (NE) as of Q2 2023, up from 221 in Q1 2023.
  • Funds reported $3.51B of Noble Corp stock for Q2 2023, up 7.5% quarter-over-quarter.
  • 54 funds opened new Noble Corp positions in Q2 2023 and 35 closed out, a net change of +19 holders.
  • The largest Noble Corp buyer in Q2 2023 was Capital World Investors, an estimated $91.8M added.
  • The largest Noble Corp seller in Q2 2023 was Contrarius Investment Management, an estimated $66.7M sold.

Based on aggregated 13F filings for Q2 2023.