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Newmont

752 hedge funds and large institutions have $29B invested in Newmont in 2019 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 260 increasing their positions, 269 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 67

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

14% more capital invested

Capital invested by funds: $25.5B → $29B (+$3.47B)

5% more funds holding

Funds holding: 718752 (+34)

0.77% less ownership

Funds ownership: 82.29%81.52% (-0.77%)

3% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 269

20% less call options, than puts

Call options by funds: $672M | Put options by funds: $845M

Holders
752
Holders Change
+34
Holders Change %
+4.74%
% of All Funds
14.82%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.75%
New
115
Increased
260
Reduced
269
Closed
67
Calls
$672M
Puts
$845M
Net Calls
-$173M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$208M -$23.7M -607,379 -11%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$197M +$18.2M +465,783 +11%
Goldman Sachs
28
Goldman Sachs
New York
$195M -$321K -8,209 -0.2%
CS
29
Credit Suisse
Switzerland
$169M +$693K +17,722 +0.5%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$167M -$1.76M -45,101 -1%
Charles Schwab
31
Charles Schwab
California
$160M +$1.04M +26,548 +0.7%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$159M -$3.67M -94,011 -3%
CG
33
Carmignac Gestion
France
$149M -$22.2M -567,852 -14%
Canada Life
34
Canada Life
Manitoba, Canada
$141M -$2.93M -75,033 -2%
GF
35
Gabelli Funds
New York
$137M -$1.54M -39,500 -1%
Bank of America
36
Bank of America
North Carolina
$137M -$14.4M -368,746 -10%
PPA
37
Parametric Portfolio Associates
Washington
$135M +$3.23M +82,623 +3%
JP Morgan Chase
38
JP Morgan Chase
New York
$131M -$8.21M -210,072 -7%
RAM
39
RWC Asset Management
United Kingdom
$122M +$390K +9,990 +0.4%
AAMU
40
Amundi Asset Management US
Massachusetts
$119M +$7.11M +181,932 +7%
Capital International Investors
41
Capital International Investors
California
$118M +$1.08M +27,510 +1%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$114M +$1.52M +38,955 +2%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$105M -$6.03M -154,271 -6%
RL
44
Ruffer LLP
United Kingdom
$91.1M +$2.34M +59,761 +3%
IVA
45
International Value Advisers
$86.8M -$8.24M -210,836 -10%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$82.6M +$10.8M +277,058 +17%
Federated Hermes
47
Federated Hermes
Pennsylvania
$81.2M +$5.45M +139,398 +8%
Victory Capital Management
48
Victory Capital Management
Texas
$80.1M +$187K +4,780 +0.3%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$77.9M -$4.04M -103,300 -5%
MAM
50
Majedie Asset Management
United Kingdom
$74.9M +$6.31M +161,410 +10%

NEM Hedge Fund Activity: Q4 2019 in Review

752 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Newmont (NEM) for Q4 2019, worth a combined $29B — up 14% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new NEM positions and 67 closed out — a net gain of 48 holders — while 260 added to existing stakes and 269 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $194M. The largest seller was UBS Group, cutting an estimated $177M.

  • 752 institutional investors held Newmont (NEM) as of Q4 2019, up from 718 in Q3 2019.
  • Funds reported $29B of Newmont stock for Q4 2019, up 14% quarter-over-quarter.
  • 115 funds opened new Newmont positions in Q4 2019 and 67 closed out, a net change of +48 holders.
  • The largest Newmont buyer in Q4 2019 was Fidelity Investments, an estimated $194M added.
  • The largest Newmont seller in Q4 2019 was UBS Group, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2019.